Megan Nuttelman CFP®

Wealth Advisor

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

In-person visits
Video Meetings
Phone Meetings

Request an introduction

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?

07/27/2026

I am delighted to work with you!~ Perfect service and professionalism. Many, many thanks!

07/16/2026

I have been so happy working with the team at Mission Wealth. As I was going through big transitions, and trying to align my financial plan with my goals and life, our work together has given me great peace of mind. That someone had my back. And that "I was on the right path" - these simple words, coming from a trusted partner, have helped me immensely!

06/09/2026

Mission Wealth has been incredibly thoughtful and diligent in establishing a well-balanced portfolio for my personal investments. They've taken the time to understand my goals and risk tolerance, ensuring that every investment recommendation aligns with those interests while maximizing growth. Thanks to Mission Wealth's guidance and expertise, I am in a much stronger financial position today than before.

04/21/2026

It's a huge relief to me to have Mission Wealth overseeing everything for me. There's a level of conscientiousness and follow-thru that I needed. I'm also thrilled with the growth I've seen in my portfolio.

04/21/2026

Every aspect of our relationship with Mission Wealth has been built with trust, respect, and professionalism. We deeply appreciate having such skilled people in our corner, helping us to navigate our financial future.

03/15/2026

Very personalized, quick response times when we have questions. My husband and I have been working with Mission Wealth for several years and have had a very positive experience.

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 Nuttelman, Wealth Advisor

Megan’s Frequently Asked Questions

What should I expect when I begin working with Megan as my financial advisor?

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

Will I work directly with Megan, and who else may support my financial plan?

Mission Wealth is a fiduciary. What does that mean?

How often will we meet and review my financial plan?

Can I work with Megan if I live outside Frisco or my situation is not listed above?

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.

She is also a proud member of the Mission Wealth Women on a Mission group, a team of female professionals dedicated to inspiring and empowering the women in their community through leadership and support.