Meet Nathan Archuleta

Award-Winning Colorado Springs Senior Financial Advisor

Award-Winning Colorado Springs Senior Financial Advisor

Nathan M. Archuleta, CFP®, AIF® is a Senior Financial Advisor in the Colorado Springs branch office of Summit Wealth Group. 

With over a decade of experience in helping clients clarify their financial situation, Nathan specializes in helping clients overcome obstacles and set a clear path towards their financial goals.

Whether it is purchasing your first home, or planning for your dream retirement, Nathan's award winning approach, as recognized by winning the 2022 Five Star Wealth Management Award*, helps you clarify your options and gain confidence in your journey.

Nathan looks forward to speaking with you. Schedule a complimentary introductory appointment below. 

*2022 Five Star Wealth Manager Award, created by Five Star Professional. Presented in October 2022 based on data
gathered within 12 months preceding the issue date. 2,132 advisors were considered, 235 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.

Independent, Fee-based Fiduciary Providing Advice You Can Trust

It is challenging to find answers to some of the most common personal finance questions such as:

  • When can I afford to retire?
  • How big of a mortgage can I comfortably live with?
  • When is the best time to start Social Security in retirement?
  • Am I managing my money correctly?
  • How can I pay less in taxes?
  • Am I well-covered in the event of an injury or accident?
  • What will happen to my assets when I'm gone?

Similar to going to a doctor to discuss your health, the answers to these questions are individualized which is why we can't easily find an answer on Google. 

It is frustrating to try and manage your personal finances on your own. Not to mention, the time it takes to become a financial expert in order to wisely and effectively manage your finances is causing you to miss out on other opportunities you could be pursuing. As a CERTIFIED FINANCIAL PLANNERTM and fiduciary, Nathan has helped countless people in your situation not only relieve stress and financial burden, but in so doing gain their life back. He does that not by making decisions for you, but by clarifying your options and putting you in the driver's seat to make the best decisions for you and your family...with confidence!

Video: Get to Know Nathan



Fiduciary

As a CFP® Nathan sits on the same side of the table as you. Being a fiduciary means Nathan has a legal obligation to provide advice that aligns with he clients' best interests. This builds trust and confidence for Nathan's clients. 

Team-Based

When you work with Nathan, there is an entire team of professionals with eyes on your accounts. Through Summit Wealth Group's relationship with independent broker-dealer Commonwealth Financial Network, along with its team of in-house financial planners, Nathan is backed by some of the industry's leading experts.

Independent

As an independent financial advisory firm, you have access to the widest range of products available. The best part? As a fiduciary and independent, Nathan has no obligation to push an investment product on you. You can know that the recommendations are free from conflict-of-interest.

Planning-First

The approach Nathan takes is by starting with a financial plan. This provides clients with clarity and direction, and serves as a foundation to all future financial and investment-related decisions.

Nathan is a Five Star Award Recipient

We are pleased to announce that Nathan Archuleta has won the 2022 Five Star Wealth Manager award! By earning this honor, Nathan has demonstrated a commitment to clients. Five Star Professional has recognized in the pages of 5280 Magazine and ColoradoBiz an outstanding group of Denver-area investment professionals. Five Star Wealth Managers are named using an in-depth research methodology that includes ten objective criteria.


*2022 Five Star Wealth Manager Award, created by Five Star Professional. Presented in October 2022 based on data gathered within 12 months preceding the issue date. 2,132 advisors were considered, 235 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.

Your Future

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.


Your Journey Starts Here:

Schedule Appointment

Schedule Appointment

It all starts with clicking the link below to schedule an appointment. Specify that you would like to meet with Nathan and choose the times that best work for you. The Colorado Springs, CO team at Summit will reach out to confirm the appointment.

Meet With Nathan

Meet With Nathan

Nathan will meet with you at the scheduled time for a complimentary discovery meeting to find out where we can best assist you on your financial journey.

Receive a Customized Financial Plan

Receive a Customized Financial Plan

After the discovery meeting, if you decide to move forward, we will create a detailed financial plan completely customized to you. You can use this as a guide to help you make life's most critical financial decisions with complete confidence.

Summit Wealth Group: Colorado Springs, CO

Schedule a Free Consultation With Nathan

Schedule a Free Consultation With Nathan

Nathan would love the opportunity to connect in person if you are in the Colorado Springs or Denver areas, or via Zoom if you are unable to meet in person.

Nathan is pleased to offer a complimentary initial consultation. Please click the link below and specify that you would like to meet with Nathan!