Best Financial Advisors in Las Vegas

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Las Vegas, NVLas Vegas, NV

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.

Las Vegas, NVLas Vegas, NV

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

Las Vegas, NV 89129Las Vegas, NV 89129

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.

Las Vegas, NV 89129Las Vegas, NV 89129

Website(702) 897-9997

Show Number
Las Vegas, NV 89129Las Vegas, NV 89129

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.

Las Vegas, NV 89129Las Vegas, NV 89129

Website(702) 982-8200

Show Number
8906 Spanish Ridge Avenue, Las Vegas, NV 89148
Las Vegas, NV 89148
  • Estate 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.

8906 Spanish Ridge Avenue, Las Vegas, NV 89148
Las Vegas, NV 89148

Website(844) 937-8722

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

15 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1140 North Town Center Drive, Las Vegas, NV 89144
Las Vegas, NV 89144
  • Certified Financial Planner (CFP)

Kingsbridge Alternative Strategies Fund is an investment advisory firm that manages alternative investment funds for clients in Las Vegas. Established in 2009, the firm offers investors the opportunity to invest in Home Equity Investment Contracts, which are structured residential real estate option purchase agreements. This can help homeowners access the liquidity of their home equity. The firm's founder and president, David Dunn, has 17 years of experience in the industry. Dunn is a Certified Private Wealth Advisor.

1140 North Town Center Drive, Las Vegas, NV 89144
Las Vegas, NV 89144

Website(702) 947-5160

Show Number
519 South Decatur Boulevard, Las Vegas, NV 89107
Las Vegas, NV 89107
  • Tax Preparation

Peak Financial Solutions is an independent financial planning firm that serves clients in Las Vegas. The firm offers various services, like family wealth, retirement income, and tax reduction planning. It also manages investment portfolios and assists clients with their employer-provided retirement plans. The firm likewise provides client education services through quarterly and annual reviews and gives special reports on tax management. Michael Keeler, the firm's CEO, is a Christian Businessmen's Network member and has been featured in Forbes, Fox Business, and The Wall Street Journal.

519 South Decatur Boulevard, Las Vegas, NV 89107
Las Vegas, NV 89107

Website(800) 448-6006

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

Las Vegas, NV 89147Las Vegas, NV 89147

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.

Las Vegas, NV 89147Las Vegas, NV 89147

Website(702) 987-1607

Show Number
9484 West Flamingo Road, Las Vegas, NV 89147
Las Vegas, NV 89147
  • Certified Financial Planner (CFP)
  • Retirement Planning

Redrock Wealth Management is a financial advisory firm that caters to clients in Las Vegas and the surrounding communities. Its services include retirement navigation program implementation. It helps clients establish, manage, and transfer their investment accounts and schedule their retirement income distributions. It also assists with preparing portfolio reviews and ensures that the beneficiary designations are set up. Greg Phelps, one of the financial advisors, holds the Accredited Asset Management Specialist and Certified Financial Planner designations.

9484 West Flamingo Road, Las Vegas, NV 89147
Las Vegas, NV 89147

Website(702) 987-1607

Show Number
Henderson, NV 89052Henderson, NV 89052

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.

Henderson, NV 89052Henderson, NV 89052

Website(702) 589-4860

Show Number
2920 South Jones Boulevard, Las Vegas, NV 89146
Las Vegas, NV 89146
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

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.

2920 South Jones Boulevard, Las Vegas, NV 89146
Las Vegas, NV 89146

Website(702) 221-8866

Show Number
8845 West Flamingo Road, Las Vegas, NV 89147
Las Vegas, NV 89147
  • Estate Planning

SkyOak Capital, Inc. is a company of financial advisors based in Las Vegas with over 30 years of experience in the industry of wealth management. It offers private wealth management that provides financial planning, investment management, and asset protection to its clients. The firm also provides a multitude of corporate services such as risk mitigation and commercial insurances. The company has been given a Corporate Philanthropy Award in 2018 by Invest in Others for actively giving back to non-profits to improve communities.

8845 West Flamingo Road, Las Vegas, NV 89147
Las Vegas, NV 89147

Website(800) 971-8070

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

52 (Best)

Score Consistency:

Consistent (Best)

Las Vegas, NV 89145Las Vegas, NV 89145
  • Certified Financial Planner (CFP)

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.

Las Vegas, NV 89145Las Vegas, NV 89145

Website(702) 800-6472

Show Number
8675 South Eastern Avenue, Las Vegas, NV 89123
Las Vegas, NV 89123
  • Estate Planning

Strategic Wealth Advisors is a financial planning service that focuses on wealth accumulation and estate preservation for individuals and families in the Las Vegas metro. Established in 2000, the firm caters to sole proprietors, business owners, and CPA firms. Other clients include doctors, attorneys, managers, and C-level executives. Founder Richard Hanseen started his career as a certified public accountant in 1981. He is a National Association of Insurance and Financial Advisors and a The Financial Planning Association member.

8675 South Eastern Avenue, Las Vegas, NV 89123
Las Vegas, NV 89123

Website(702) 362-3123

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

22 (Better)

Score Consistency:

Consistent (Best)

Las Vegas, NV 89145Las Vegas, NV 89145

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.

Las Vegas, NV 89145Las Vegas, NV 89145

Website(702) 838-9999

Show Number

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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