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2024

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Best Financial Advisors in Rogers, AR

Our Recommended Top 8

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Rogers Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

22Reviewed

16Curated

8Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Rogers, AR
Free Consultation

Expertise.com Rating

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

  • Estate Planning
  • Financial Planning
  • Retirement Planning
  • Investment Management

Rogers, AR

Expertise.com Rating

Why choose this provider?

Need help contacting a Financial Advisor in Rogers? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

3945 N Vantage Dr Ste 3, Fayetteville, AR 72703
WebsiteLicense: 2199538

Expertise.com Rating

Review Sources

Google
4.9 (12)
Facebook
5.0 (10)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

3614 W Southern Hills Blvd, Rogers, AR 72758
WebsiteLicense: 2432737

Expertise.com Rating

Review Sources

Google
4.8 (50)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

3901 W Arnold Ave, Rogers, AR 72758

Expertise.com Rating

Review Sources

Facebook
5.0 (2)
Google
5.0 (1)

Why choose this provider?

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.

  • Tax Planning

4201 West New Hope Road Suite 102, Rogers, AR 72758
WebsiteLicense: 3136985

Expertise.com Rating

Why choose this provider?

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.

  • Certified Financial Planner (CFP)
  • Retirement Planning

2003 S. Horsebarn Rd., Ste. 9, Rogers, AR 72758

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

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.

  • Private Wealth Advisor
  • Retirement Planning

6576 Lynch's Prairie Cove Suite A, Springdale, AR 72762
WebsiteLicense: 2753795

Expertise.com Rating

Review Sources

Facebook
5.0 (3)
Google
5.0 (2)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
SmartAdvisor by SmartAsset
Rogers, ARFree Consultation
SWK Financial Planning Advisors of Raymond James
3945 N Vantage Dr Ste 3, Fayetteville, AR 72703
Lighthouse Financial
3614 W Southern Hills Blvd, Rogers, AR 72758
Biz Hippo
3901 W Arnold Ave, Rogers, AR 72758
Integrity Capital Wealth Management LLC
4201 West New Hope Road Suite 102, Rogers, AR 72758
Boston Mountain Money Management, Inc.
2003 S. Horsebarn Rd., Ste. 9, Rogers, AR 72758
The Point Financial Group
6576 Lynch's Prairie Cove Suite A, Springdale, AR 72762

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • How can you build a solid financial foundation in Rogers?

    To build a solid financial foundation in Rogers, you should establish a relationship with small community-based or nationally-based banks. These banks can help you during financial difficulties through their loan programs. You must also obtain insurance programs tailored to your life circumstances, as well as create estate plans for your loved ones and preferred organizations and charities.

  • What are the roles of a representative payee in Rogers?

    A representative payees in Roger holds the responsibility to assess and fulfill the beneficiary's needs using their payments. Moreover, they are tasked with securing any surplus funds in an interest-bearing account or savings bonds to cater to the beneficiary's future requirements. Staying vigilant, the representative payee should report any shifts or occurrences that could impact the beneficiary's eligibility for benefits or payments. Meticulous record-keeping of all received payments and their allocation, along with savings, is a key aspect of their role.

  • Will you lose your benefits if you continue working after filing a Social Security claim in Rogers?

    No, you will not lose your benefits if you continue working after filing a Social Security claim in Rogers. However, your benefits will be temporarily reduced if you file before your normal retirement age and continue to work. You need to make increased monthly payments to settle your unpaid loan balances.

  • Who can establish or manage 529 plan accounts for disabled individuals in Rogers?

    529 plan accounts for disabled individuals in Rogers can be established or managed by their parents, appointed legal guardians, and authorized representatives. This type of account is designed for individuals who became disabled before the age of 26 and are eligible for Social Security Disability and Supplemental Security Income benefits.

  • How can you determine if an estate plan in Rogers is well-made?

    You can determine if an estate plan in Rogers is well-made if it allows you to manage your and your heirs' assets in the event of incapacitation or disability. An estate plan is also well-designed if it protects your privacy, preserves the value of your assets, and reduces unnecessary expenses and taxes.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.

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