Best Financial Advisors in Las Vegas, NV

SkyOak Capital, Inc., based in Las Vegas, is focused on generational wealth management. The office is led by Jennifer Davis, who has over 30 years of experience and has been a CFP since the 1990s. Jennifer provides clients with private wealth management, financial planning, investment management, and asset protection services. Her firm also offers a multitude of corporate services, such as risk mitigation and commercial insurance. SkyOak Capital received the 2018 National RIA Corporate Philanthropy Award from Invest in Others for actively giving back to nonprofits to improve communities.

Arista Wealth Management is a financial advisor serving clients in Las Vegas and nearby areas. The company offers a wide range of services, such as cash flow analysis, education planning, and comprehensive financial planning. Portfolio rebalancing and low-cost investment solutions are also offered by the firm. This privately held company has been providing its services to the community since 2006. It is led by Paul L. Moffat, who has 22 years of experience in wealth planning.

Donald B. Pearson is a wealth management advisor with WestPac Wealth Partners. Serving Las Vegas clients, he assists individuals and business owners in a wide range of financial aspects including estate planning, insurance optimization, college funding, business exit planning coordination, and business succession planning. Pearson is also a Certified Financial Planner who discovered his passion for finance after working as a financial manager for the Marine Corps. Moreover, the firm serves different clients such as entrepreneurs, physicians, and professional athletes.

Kingsbridge Partners, based in Las Vegas, offers financial advisory services on alternative investments. The firm guides clients through a diverse range of investment opportunities, from private markets to home equity. Its team helps individuals and institutions achieve their financial goals by creating tailored investment strategies that help get higher returns and manage risks. David J. Dunn, the president and chief investment officer of Kingsbridge Partners, has been in the financial industry for more than two decades.

SagePoint Financial provides individuals and business owners in Las Vegas with programs customized to meet their long-term financial objectives. This client-centered agency is owned by Richard Hoover, who has been providing financial services since 1991. Hoover and his associates assist clients with investment management, insurance, and financial planning. These include asset allocation planning, retirement planning, money management, and college investment programs. Furthermore, the independent advisors have access to various investment companies and offer tools for calculating personal finances.