Lagerborg & Associates, based in Denver, Colorado, is a wealth management firm recognized by Forbes as Best-in-State Wealth Advisor (2023, 2024, 2025). Dan Lagerborg leads the team providing comprehensive financial planning, investment management, and wealth strategies.
They are affiliated with Northwestern Mutual and offer securities and advisory services.
Forbes Best-in-State Wealth Advisor recognition
Safe and sophisticated environment
Comprehensive wealth strategies
Services
Wealth Management
Comprehensive wealth management and investment strategies tailored to client needs.
Strategic financial planning to help clients achieve their financial goals.
Retirement PlanningEstate PlanningIncome Planning
Private Client Services
Sophisticated planning strategies for high-net-worth individuals.
Sophisticated PlanningCustomized Strategies
Credentials & Certifications
Forbes Best-in-State Wealth Advisor
Since 2023
Reviews
Rating
5
★★★★★
Reviews
1
Frequently Asked Questions
What makes Lagerborg & Associates different? +
They are recognized by Forbes as Best-in-State Wealth Advisors and create a safe and sophisticated environment to enable clients to thrive. They offer comprehensive wealth management and planning strategies.
What services do you offer? +
They offer wealth management, financial planning, investment management, and private client services.
5.0
