Best Financial Advisors in Rogers, AR

SWK Financial Planning Advisors of Raymond James serves individuals, families, and businesses in Rogers. The company offers financial, divorce, retirement planning; sustainable investing, and wealth portfolio management. Its financial advisors also assist corporations with group retirement planning for their employees. Committed to wealth longevity, the company continually reviews each client's portfolio to accommodate life changes and apply new financial strategies. Its team's certifications include Certified Plan Fiduciary Advisor, Certified Wealth Strategist, Chartered Retirement Plan Specialist, and Certified Divorce Financial Analyst.

Lighthouse Financial caters to individuals and businesses in the Rogers metro and the surrounding communities. Its team of financial advisors helps clients maximize their assets through comprehensive financial planning, wealth management, and tax planning. The firm provides various other services, including 401k implementation, business succession, and the bucket strategy, a retirement plan for creating short-term, intermediate, and long-term investment streams. Lighthouse Financial's team comprises 11 financial professionals, CPAs, and estate planners with over 100 years of combined industry experience.

Biz Hippo is a firm that caters to clients across Rogers and the surrounding areas. It offers a wide variety of services for small- and medium-sized business owners, including personal financial planning. The firm also provides financial reporting, cash flow analysis, outsourced accounting, and payroll processing services and works on state and multi-state taxes and state registrations and compliance. Its principal is a CPA who has been in the industry for more than three decades.

Integrity Capital Wealth Management LLC serves individuals and investors in Rogers and nearby areas. It offers financial advisory services that help clients achieve their financial objectives, including stock management, intergenerational wealth transfer, charitable planning, and investment management. As an independent brokerage, the company offers securities through SIPC and FINRA member, LPL Financial, and investment advice through Strategic Wealth Advisors Group. Founder Brandon Simmons leverages his technical analysis and process reengineering experience at Accenture to serve investors.

Boston Mountain Money Management, Inc. serves clients in Rogers and nearby locations. Its financial planners assist clients in organizing and diversifying their income. They design investment portfolios based on a client's long-term objectives and risk tolerance. The company also prepares for retirement by providing a steady income during the golden years. CEO Scott Alaniz is a Northwest Arkansas native with over 30 years of financial industry experience, including time spent at a New York-based investment bank.

The Point Financial Group has been serving clients in Rogers and the surrounding areas since 2001. It helps individuals, families, and small businesses achieve their objectives through investment, retirement, and estate planning. Its independent financial advisors, who have more than a century of combined industry experience, perform portfolio analysis, income management, and college education planning. The company offers securities services through SIPC member LPL Financial. It stays current on industry developments through continuing education and market trends monitoring.