Lido Advisors of Johnstown

Lido Advisors of Johnstown is a Financial Planner in Johnstown, CO. The firm is a national fiduciary RIA offering integrated wealth management, tax planning, trust and estate planning, and investment advisory services. It serves entrepreneurs, executives, and families who need solutions that keep pace with complex, evolving needs.

For over 25 years, Lido Advisors has helped clients navigate financial planning, investment management, trust and estate planning, and tax consulting and preparation. The firm's approach is built on multiple disciplines with one clear focus, offering services that range from short and long-term goal setting and cash flow analysis to more advanced strategies. For investment management, Lido employs an unconstrained architecture that allows it to build, partner, or outsource based on what serves the client best, with access to traditional investments and alternatives. The approach rests on four pillars: built-in risk management using option overlays, exposure to economic trends through assets like private equity and real estate, and more. For trust and estate planning, the firm goes beyond wills and trusts to integrate trust administration, family governance, philanthropic strategy, and next-generation education. Lido also offers a complimentary 30-minute discovery call to explore financial goals and match clients with the right advisors, such as Brennan Fontana, Senior Vice President, Advisor-Client Matchmaking.

The office is located at 4848 Thompson Pkwy STE 320, near Farmers Ditch, about a tenth of a mile from East Eisenhower Boulevard, and within a half mile of Centerra Boulevard and East Highway 34.

Lido Advisors of Johnstown provides fiduciary wealth management for individuals and families, with a focus on turning vision into action through a clear, specific financial plan.