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Chapel & Collins, LLC logo — company profile

Chapel & Collins, LLC

Founded 1998 United States Fort Collins, United States 4 employees Financial Services, Wealth Management

General Information

Company Name Chapel & Collins, LLC
Founded Year 1998
Location United States Fort Collins, United States
Employees 4
Industries Financial Services, Wealth Management
Social

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About Chapel & Collins, LLC

Chapel & Collins, LLC is a financial services and wealth management firm with a strong focus on client-oriented values. Founded in 1998, the company emphasizes core beliefs such as prioritizing client welfare, earning trust and confidence, contributing to the community, and finding enjoyment in their work. The firm's inception in 2004 resulted from the collaboration of Donna Chapel, CPA, PFS, CFP®, the founder of SB Investment Advisors, LLC, and Dennis Collins, CFP®, CIMA®, CPWA®, previously associated with a Denver-based wealth-management firm. Chapel & Collins, LLC operates as an Independent Registered Investment Advisor, catering to private clients and retirement plan sponsors. It also offers securities through Raymond James Financial Services, Inc. The company is not a registered broker/dealer and remains independent of Raymond James Financial Services, Inc. Additionally, the firm's operations are limited to states and/or jurisdictions for which their advisors are duly registered. Prospective clients are advised to contact their local Raymond James office for comprehensive information and availability. Chapel & Collins, LLC prides itself on upholding standards such as the CFP® certification marks awarded by Certified Financial Planner Board of Standards Inc. and the "CIMA" and "Certified Investment Management Analyst" certifications from the Investments & Wealth Institute™, reflecting completion of credentialing requirements for investment management professionals.

No funding data available for Chapel & Collins, LLC yet.

Chapel & Collins, LLC Alternatives & Competitors

Chapel & Collins, LLC vs
Summit Financial Group, LLC
Summit Financial Group, LLC United States

The Power of Partnership

47 employees
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Chapel & Collins, LLC vs
Centrix Wealth Partners
Centrix Wealth Partners United States

Our principal belief is that everything begins with a well-designed financial plan.

6 employees
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Chapel & Collins, LLC vs
Shorebridge Wealth Management, LLC
Shorebridge Wealth Management, LLC United States

Trust That Spans A Lifetime

11 employees
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FAQ About Chapel & Collins, LLC

We work with these guiding beliefs: Always do what is best for each client Trust and confidence must be earned It's essential to give back to our community Enjoy what we do Chapel and Collins was born in 2004 when Donna Chapel, CPA, PFS, CFP®, who had founded SB Investment Advisors, LLC in 199...
Chapel & Collins, LLC was founded in 1998.
Chapel & Collins, LLC is headquartered in Fort Collins, United States.
Chapel & Collins, LLC operates in Financial Services and Wealth Management.
Chapel & Collins, LLC has approximately 4 employees.
Top alternatives and competitors to Chapel & Collins, LLC include Summit Financial Group, LLC, Centrix Wealth Partners, Shorebridge Wealth Management, LLC, SPC Financial, Inc., GDS Wealth Management. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Chapel & Collins, LLC and Summit Financial Group, LLC are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Chapel & Collins, LLC, https://bouncewatch.com/company/chapel-collins-llc, updated 7 January 2025. When citing, please name BounceWatch and link this page.

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