Advisor Details

Advisor Details

Financial Advisor in Montrose, CO

Personal Bio

Jaimee Carnes is the Certified Financial Planner® at ElderAdo Financial who is passionate about helping clients have the best chance at investment success. As a fiduciary, she educates and guides clients so that their financial goals can become reality.

Jaimee has a Bachelor’s of Science in Business Administration with an emphasis in management from Northern Arizona University. In addition, she has over 8 years of financial industry experience from her tenure in various supervisory roles at Vanguard Investments. She enjoys being active outdoors, baking, playing music, and spending time with her husband and son.

Firm Name

ElderAdo Financial

Firm Bio

ElderAdo Financial, Inc. is a wealth management and financial planning firm located in Montrose, Colorado. As a trusted fiduciary and fee-only financial planning firm, we work passionately to help families in our community and surrounding areas manage and preserve their assets. Being a fiduciary means that we are obligated to provide our clients advice that is in their best interest, not ours. We never receive commissions, so you can be sure that our advice is not biased. Our specialty is helping our clients save for retirement and making the transition from working into retirement. By encouraging families to communicate their values, our financial advisors are able to walk alongside them to achieve their goals and to make a positive impact.

Firm SEC/CRD #

112908

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Advisor SEC/CRD #

6205351

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    Disclaimer

    All information provided is for educational purposes only and does not constitute investment, legal or tax advice, an offer to buy or sell any security or insurance product; or an endorsement of any third party or such third party's views. Whenever there are hyperlinks to third-party content, this information is intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance, individuals or points of view outside ElderAdo Financial. All examples are hypothetical and for illustrative purposes only. Please contact us for more complete information based on your personal circumstances and to obtain personal individual investment advice. Videos presented on this website are for educational purposes only and do not constitute investment advice or an offer to buy or sell any security or insurance product.

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