I have been with Mission Wealth for 16 years and have been very impressed with this firm. The advisors are professional, knowledgeable, and caring toward their clients. They fulfill their fiduciary obligations well and are always looking to improve your portfolio. I strongly recommend them.
Megan Nuttelman CFP®
Based in Frisco, Megan helps retirees, widows, women, and philanthropic families navigate retirement income, charitable giving, taxes, estate planning, and major life transitions
Ways to Connect
Who Megan Typically Helps
Pre-retirees and retirees, widows navigating new financial responsibilities, women seeking greater financial confidence, philanthropic individuals and families, families with private foundations, couples managing complex family dynamics
Serving Clients in
Frisco • Breckenridge • Silverthorne • Dillon • Denver • Boulder • Vail • Communities throughout Summit County and Colorado
Available nationwide through virtual meetings
Questions Megan Helps Answer
- How can I prepare for retirement and create sustainable income?
- How can I coordinate tax and estate planning?
- How can I organize my finances after losing a spouse?
- How can I consolidate accounts and TIAA plans?
- How can I engage younger gernations in family philanthropy?
- How do I evaluate senior living options and plan for the financial impact?
The testimonials included here are from current clients. Clients were not compensated and there are no material conflicts of interest. See our website for a representative list of all testimonials received.
Megan Nuttelman is a Wealth Advisor at Mission Wealth, providing holistic financial planning services to individuals and families in Summit County, Colorado and the surrounding communities. She is dedicated to providing personalized, thoughtful financial guidance that empowers clients to make confident decisions. Megan’s commitment is reflected in the trusted relationships she builds, offering steady guidance, genuine care, and ongoing support through life’s most important financial decisions.
Megan works closely with clients to create investment and wealth management strategies that reflect their personal goals and values. She believes financial planning is about more than numbers—it’s about people and understanding what matters most to them. She is passionate about helping clients gain confidence and peace of mind, so they can live fully and focus on what brings them joy.
Megan joined Mission Wealth in February 2026 through the integration of RightPath Investments & Financial Planning. She continues to serve clients with the familiarity and care established at RightPath, now supported by Mission Wealth’s broader team and resources.
One of the most rewarding parts of my work is helping people feel confident and at ease about their financial lives. I’m committed to building trusted relationships and being there for my clients through every season of life, supporting them as they navigate decisions big and small.
Megan’s Frequently Asked Questions
Megan begins by meeting clients where they are and understanding what matters most to them. She listens carefully, identifies the issues that feel most urgent, and works through the planning process at a comfortable pace. Clients can expect clear communication, responsiveness, and follow through, along with straightforward explanations that make it easier to ask questions and understand their options. Her goal is to simplify complex decisions, reduce stress, and build trust in both the financial plan and investment approach
Professional Background
With nearly 20 years of experience in client relations and more than a decade in donor development, Megan brings a distinctive, values-driven perspective to financial wellness. Her background makes her a trusted resource for clients interested in giving back to their communities through charitable giving. Megan is a CERTIFIED FINANCIAL PLANNER™, a designation that reflects her dedication to the highest standards of knowledge, ethics, and expertise in financial planning. She has been featured in several articles with local publications, including Summit Daily.
Personal Pursuits
Megan’s happiest with her husband, their two children, and golden retriever. Though they call the mountains home, she’s always drawn to the ocean and loves vacationing there with her family. She enjoys time with friends and staying active, often combining both through walks, hikes, and other shared outdoor adventures. Naturally curious and eager to learn, Megan is passionate about personal and professional growth and embraces experiences that broaden her perspective. She also values staying grounded in her faith.
Community Impact
Megan is deeply committed to her community, volunteering her time and expertise at her children’s schools and helping local nonprofit organizations with fundraising and development initiatives. A longtime community member, she finds joy in giving back and strengthening the place she and her family call home.
As a member of Women on a Mission, she is part of a firmwide community of women at Mission Wealth committed to connection, education, mentorship, and empowerment. The group reflects Mission Wealth’s broader commitment to supporting women as colleagues, leaders, clients, and community members.
Media & Speaking Engagements
Media & Speaking Engagements
Request an introduction to Megan Nuttelman.
Join us for a complimentary introductory conversation with our team. We’ll learn more about your goals, answer initial questions, and help determine whether Megan Nuttelman and Mission Wealth may be the right fit to support your life and financial goals.
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Our team.
Meet the experts in your corner.
Aaron Quintero
Client Service Representative
Abby Chajon
Operations Director
Adam Broughton
CFP®, CPWA®
Partner and Senior Wealth Advisor
Adam Silva
CFP®
Wealth Advisor
Adella Frender
Wealth Advisor Associate Intern
Aimee Gibbings
Operations Manager
Alejandro Segovia
Investments and Billing Specialist, Mergers
Alex Teklu
Technology Specialist
Alexandra Freres
Director of Finance
Alexia Soto
Senior Investment Operations Associate
Alexis Melgoza
Operations Specialist
Alison Miller
CFP®
Senior Wealth Advisor
Allison Modrak
CFP®
Wealth Advisor
Amanda Avila
AWMA™, AAMS™
Wealth Advisor Associate
Analisa Martin
Wealth Advisor Associate
Andrew Conway
CFP®
Senior Wealth Advisor