Laurels
Best Financial
Advisors in
Las Vegas
2020

10 Best Las Vegas Financial Advisors

  • Our selection process
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We scored 137 Financial Advisors in Las Vegas, NV and Picked the Top 10

Bauman Advisory Group, LLC is a State Registered Investment Advisor serving the Las Vegas metro area and surrounding retirement communities with asset management. Expert financial planners specialize in income planning, legacy planning, and tax planning. They also offer a generation vault program where advisors can help clients organize their trusts, wills, powers of attorney, insurance policy, investments, and other crucial documents. Customers can upload their documents to an online safety deposit box where is it is accessible 24/7. President Todd Bauman is committed to helping families towards a successful retirement and turned his locally owned business into one of Las Vegas’ largest financial planning firm. Prospective clients can schedule a complimentary consultation.

Beacon Financial Group provides services in pre and post retirement planning, investment management, and financial and tax planning for clients in the Las Vegas metro area with over two decades of experience. Founder and financial adviser David L. Green strives to take each piece of the financial planning puzzle and look at the impact one has on another for each client. He offers support with investments, insurance, pensions, social security, long term care, annuities, and much more. David is a contributor to publications like Trends and Traditions, Maturity Today, and the New Jersey Realtor. Beacon Financial Group provides free retirement guides and financial newsletters. They are open on Mondays through Fridays from 8:00 am to 5:00 pm.

Cornerstone Financial Partners, LTD specializes in helping clients with retirement planning, wealth accumulation, annuities, life insurance, and 4019(k) rollovers in the Las Vegas metro area. Founder and president Chet Koehler has been a leader in the financial services industry for over three decades and is dedicated to his clients and staff. His expert advisors strive to keep customers up-to-date on issues which matter for economic well-being. Chet was awarded Top of the Qualifier by the Million Dollar Round Table. Prospective clients can schedule a one-on-one, no-obligation meeting for seminars or insurance sales presentation. Also, a complimentary guide of 10 Things to Know About Retirement Income is available upon request.

Kingsbridge Wealth Management, Inc. is a Las Vegas financial advisory firm founded in 2008. The office provides financial infrastructure for high-net-worth clients with a minimum of $20M in investable assets; offering asset allocation, investment management, wealth planning, tax planning, trust and estate planning, philanthropic planning, record keeping, concierge, and lifestyle services. Its private fund management services include investment management for institutional investors and qualified purchasers, alternative investment strategies, and access to business ventures. The multi-family office aims to serve clients with an ultra-high net worth. Company president David J. Dunn is a Certified Private Wealth Advisor and Certified Investment Management Analyst.

Precise Wealth Management is a Las Vegas-based fee-only financial planning firm specializing in cash flow, debt management, education planning, employee benefits, estate planning, retirement planning, and more. Founder Audry J. Batiste has over ten years of experience in the financial and tax planning industry and now delivers comprehensive financial planning to business owners and military and defense industry professionals across the country. He enjoyed a 20-year military career and retired as an Air Force Major. Now, Audry serves on the board of directors on several committees and has been featured on New 3 NBC Las Vegas, Personal Finance Magazine, and in many other local publications. They are open on Mondays through Fridays from 9:00 am to 5:00 pm.

Redrock Wealth Management is retirement transition financial advisory firm for clients in the Las Vegas metro area. Customers can get expert advice on social security timing, tax-efficient coordination of investment assets, strategies for ultimate backup retirement financing, plans for medical expenses, ways to slash income tax and minimize the widow tax, and much more. Their team of financial advisors provide the retirement architect program, retirement Zoomer, and hourly financial planning. Clients can get a free copy of Portfolio Architect written by Redrock’s very own financial advisor Greg Phelps. It reveals the five key steps to design, build, and manage an ultimate investment plan. They are open on Mondays through Fridays from 8:00 am to 5:00 pm.

Safe Money Advisors, Inc. is a Las Vegas-based financial advisory firm which exclusively works with retirees by educating and assisting them with their particular financial needs. Financial consultant and president Brad Zucker is committed to helping Nevada residents create and grow wealth, protect and preserve their life savings, and plan for the distribution of their estate in the most tax-efficient manner. Brad has over three decades of experience and is a featured speaker on CBS Las Vegas Radio KXNT every Saturday mornings at 10:00 am. He has also been featured on Fox TV, Investment News, The Henderson Press, USA Today, and more. Office hours are on Mondays through Fridays from 8:30 am to 4:30 pm. Also, client workshops, appreciation events, speaking engagements, and presentations are available.

Sparrow Wealth Management is an independent registered investment advisor for clients in the Las Vegas metro area and Eastern Pennsylvania. Expert advisors provide investment management and fee-only financial planning services for clients nationwide. They strive to help clients find freedom and peace in their financial lives, and are strict observers of the Certified Financial Planner Board of Standards. Founder Christopher M. Jones is a Registered Investment Advisor and has identified and structured corporate strategies for Fortune 500 clients. Services include support during the investment process, monthly account reviews, quarterly performance reports, year-end tax reporting, and management fee billing. Sparrow Wealth Management has a five-star rating on Google where clients speak highly of their honesty, knowledge, and professionalism. Office hours are Mondays through Fridays from 9:00 am to 5:00 pm.

Strategic Wealth Advisors is a financial planning service specializing in protection, wealth accumulation, and estate preservation for families in the Las Vegas metro area. Their experienced team strives to provide services which help affluent, goal-oriented clients keep the promises they have made for themselves and their families. Founder Richard Hanseen has over two decades of experience as a Certified Public Accountant and aims to offer unbiased, client-centered support. Richard’s professional memberships and association include the National Association of Insurance and National Advisors, The Financial Planning Association, and was the circle of excellence recipient from the Las Vegas Chamber of Commerce/Business Council. Clients have been sole proprietors, business owners, doctors, attorneys, CPA firms, managers, C-level executives. They are open on Mondays through Fridays from 9:00 am to 5:00 pm, and provide free initial consultations.

Summit Portfolio Management is an independent fee-only financial advisory firm which provides wealth management consulting and portfolio management for clients in the Las Vegas metro area. Founder and president Timothy Bock enjoys the challenge of creating solutions to complex financial situations. His firm is one of the few firms nationwide to provide Portfolio Engineering which encompasses financial planning considerations unique to a client’s situation. Summit represents high net worth individuals, qualified plan fiduciaries, trusts, and private foundations. Services offered are tax minimization, college funding, legacy and estate planning, qualified plan consulting, investment management, and much more. Hours of operation are Mondays through Fridays from 9:00 am to 4:30 pm. A learning center is available on their website which features video lessons, informational articles, and market research.

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