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 137 86 10

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

Beacon Financial Group

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.

Las Vegas, NV 89123

Website

Kingsbridge Wealth Management, Inc.

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.

Las Vegas, NV 89144

Website

Precise Wealth Management

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.

Las Vegas, NV 89144

Website

Safe Money Advisors, Inc.

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 89052

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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