Peter Ahrens CFP®, ABFP®
Senior Wealth Advisor
Mission Wealth specializes in empowering Fort Collins retirees, independent women, and professionals.
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Fort Collins, CO
Speak with a local Fort Collins, CO Financial Advisor
Mission Wealth's Fort Collins financial advisors help Northern Colorado families, professionals, and business owners coordinate retirement, investments, taxes, and estate planning. Our team also supports equity compensation, business transitions, charitable giving, and changing family needs, connecting the decisions you face today with the life you want ahead.
Fort Collins is a special place! However, it’s more than just beautiful Old Town & some of the best breweries and restaurants in CO. It’s home. We love meeting clients face to face in our Old Town office, shaking hands, and building relationships with individuals and families as we help them pursue the financial life they have dreamed about.
— Peter Ahrens
Senior Wealth Advisor
About Mission Wealth's Services
Our Fort Collins office on Linden Street offers Northern Colorado clients a place to build an ongoing planning relationship. Our advisory team serves retirees, business owners, families, and professionals with company stock or complex compensation. We consider how your financial resources can support both current commitments and future opportunities.
We help connect retirement planning with investment management, taxes, and estate considerations. For someone with significant employer stock, the plan can examine how that position fits future income needs and broader portfolio goals. A career transition or inheritance may also create opportunities to revisit spending assumptions, charitable intentions, and the order of financial decisions.
We can also address business transitions, insurance needs, and goals for the next generation. Your team coordinates specialized support through Mission Wealth as circumstances require.
To discuss your goals with the team serving Fort Collins, call (970) 499-5121 and schedule a complimentary introductory conversation.
In-person, video, and phone meetings are available.
Services Offered
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Wealth Management
Unify every part of your financial life in one plan designed to move you toward your goals.
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Retirement Planning
Map out decisions like Social Security timing, Medicare enrollment, required withdrawals, and legacy planning so you can live comfortably in retirement.
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Trust & Estate Planning
Create a lasting legacy based on your wants and wishes.
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Tax Planning
Comprehensive tax strategies to help defer, reduce, and better manage any tax burdens.
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Investment Management
We develop customized, globally diversified, tax-efficient portfolios tailored to your financial plan and built to stand the test of time.
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Financial Planning
Develop a customized financial plan to help integrate all aspects of your finances.
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Asset Protection & Risk Management
Understand your liabilities and protect against different kinds of loss.
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Women on a Mission
Our experienced advisors help women build confidence and security in their finances. From budgeting and investing to retirement, tax planning, and estate decisions, we help women make informed choices for the future.
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Psychology of Wealth
Understand your wealth. Make more meaningful decisions. Live with greater intention.
Learn More242 Linden Street
1st Floor
Fort Collins, CO 80524
Meet our Wealth Advisors who serve clients in Fort Collins
Meet The Full Team
Eric Ayvazian
MS, AAMS™, AWMA™
Senior Wealth Advisor Associate
Jeff Avila
CFP®
Partner and Managing Director
Kristi Kearney
MS, CPA, CFP®
Partner and Senior Wealth Advisor
Peter Ahrens
CFP®, ABFP®
Senior Wealth Advisor
Sara Wilkerson
Senior Wealth Advisor Associate
Scott Ranby
CFP®, CEPA®, CPA, MBA, DACFP
Senior Wealth Advisor
Stephanie Bruno
AIF®, CFP®, CPWA®, RMA®, RLP®
Partner and Senior Wealth Advisor
Wes Patton
MS, MBA, CFP®
Partner and Senior Wealth Advisor
Eric Ayvazian
MS, AAMS™, AWMA™
Senior Wealth Advisor Associate
Jeff Avila
CFP®
Partner and Managing Director
Kristi Kearney
MS, CPA, CFP®
Partner and Senior Wealth Advisor
Peter Ahrens
CFP®, ABFP®
Senior Wealth Advisor
Sara Wilkerson
Senior Wealth Advisor Associate
Scott Ranby
CFP®, CEPA®, CPA, MBA, DACFP
Senior Wealth Advisor
Stephanie Bruno
AIF®, CFP®, CPWA®, RMA®, RLP®
Partner and Senior Wealth Advisor
Wes Patton
MS, MBA, CFP®
Partner and Senior Wealth Advisor
Office Information
242 Linden Street
1st Floor
Fort Collins, CO 80524
Interactive map showing the office location. Use the Directions link for navigation assistance.
