Laurels

Best Financial Advisors in Las Vegas
2021

Why These Financial Advisors?

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

Reviewed Curated Top Picks 140 89 13

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Bauman Advisory Group, LLC

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 89129

Website

Kingsbridge Alternative Strategies Fund

  • 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

Website

Redrock Wealth Management

  • Retirement Planning
  • Certified Financial Planner (CFP)

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

Website

Summit Portfolio Management

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 89145

Website

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