Best Financial Advisors in Paradise

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Paradise 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 66 45 15

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.

Appreciation Financial

Appreciation Financial is an insurance and financial services company with an office in Henderson. The firm's insurance agents represent more than twelve industry leaders in the insurance business. In addition, it focuses on providing guidance and resources for retirement solutions. Its financial solutions take into account the different retirement plans possible. Each client receives a customized solution and investment plan. Appreciation Financial helps with budgeting, tax deductions, and financial planning for families. Bereaved spouses can use the firm's help with death benefits and surviving spouse benefits. The company also offers free educational tools.

Henderson, NV 89074


Bauman Financial Group

Bauman Financial Group is a financial advisory firm that focuses on retirement planning. The company has two offices in Las Vegas and one in Henderson. The firm's main services include income planning, legacy planning, tax planning, Social Security maximization, and investment management. Legacy planning includes everything from establishing a trust to executing an estate. The Social Security maximization strategies take into account a person's Social Security payments, their taxes, and the ways their income affects their benefits.

Las Vegas, NV 89129


Black Mountain Wealth Management

Black Mountain Wealth Management is a Las Vegas financial services firm that serves individuals, small businesses, and business owners. The company's financial adviser Patrick Jordan has more than two decades of experience in the financial services industry. Individuals receive financial plans that address wealth accumulation, retirement planning, estate planning, taxation, risk management, and business planning. The business financial plans address the short and long term goals of businesses. Black Mountain also offers services to create employee benefits packages and employee retirement plans.

Las Vegas, NV 89113


Danielson Financial Group

Danielson Financial Group is a financial services firm in Las Vegas. The team of Certified Financial Planners offers a variety of investment management and financial planning services. Its insurance products include long term care, life, and disability insurance policies. Meanwhile, investments are pulled from a network of privately managed accounts, mutual funds, stocks, bonds, exchange traded funds, money market accounts, and brokered certificates of deposit. Clients can receive a customized retirement plan tailored to their unique circumstances. The firm also offers a second opinion service to the friends, associates, and family members of current clients.

Las Vegas, NV 89120


Diamond Wealth Management

Diamond Wealth Management is a Las Vegas financial services firm offering comprehensive services to individuals and businesses. Its typical services for individuals include long-term financial planning, investment management, selection of retirement plans, education planning, asset protection, charitable giving strategies, estate planning, and credit management. For businesses, the firm takes care of executive compensation plans, corporate benefit issues, and business exit planning. The company CEO, Staci Scharadin-Chamberlain, is a Certified Financial Planner who has been in the financial services industry since 1994. Senior wealth adviser Shanna Kehoe acts as a personal CFO for individuals and their families.

Las Vegas, NV 89148


Dixon Financial Group LLC

Dixon Financial Group LLC is a financial planning firm in Las Vegas. Its investment plans use a combination of stocks, bonds, variable annuities, fixed annuities, index annuities, brokerage accounts, managed accounts, exchange traded funds, mutual funds, and unit investment trusts. Additionally, the company helps people pick a retirement plan that works for their goals. Pre-retirees and retirees alike can use their estate planning, Social Security income planning, and retirement income distribution planning services. As an independent firm, Dixon Financial Group has access to a range of different insurance products and seeks policies in line with client interests.

Las Vegas, NV 89117


FAL Advisors

FAL Advisors is a group of financial advisors who act as Chief Financial Officers for wealthy families and individuals in Nevada. The firm was formed as a partnership between the family office of Larry Lindholm and the firm Fair, Anderson, & Langerman in 2014. FAL brings more than three decades of experience to the table. As personal CFOs, the advisers manage banking, lender, and investment relationships. They also coordinate professional services and offer business, retirement, tax, investment, and estate planning. Meanwhile, the family office's services include bill paying and expense management, financial accounting trust accounting, and insurance options.

Las Vegas, NV 89146


Financial Planning & Management Corporation

Financial Planning & Management Corporation has been serving clients in the Las Vegas area since 1979. It mainly focuses on investment management, financial planning, and insurance options. Clients receive customized investment portfolios that draw from IRA accounts, stocks, bonds, brokerage accounts, government securities, treasury bills, treasury notes, and variable annuities. The financial planning services include tax plans, retirement plans, college plans, profit sharing plans, money purchasing plans, estate plans, 401(k) planning, and 403(b) planning. Clients also have access to multiple insurance options, including life, long-term care, and disability income insurance.

Las Vegas, NV 89119


Mance Wealth Management

Mance Wealth Management is a Las Vegas financial planning firm. It offers a combination of independent financial management and advice. The main areas of focus include personal risk management, investment planning, financial independence planning, college funding plans, and estate conservation. Each client receives personalized financial advice that aims to answer core questions about their financial future. The firm's clients are mostly women who have inherited or accumulated significant wealth, business owners who have between two and five partners, pre-retirees, retirees, and families with complex wealth management needs.

Las Vegas, NV 89113


Peak Financial Solutions

Peak Financial Solutions is a Las Vegas financial services firm. It's Gold Medal Services plan addresses each aspect of a client's financial life with key focuses on investment portfolio management, tax reduction planning, family wealth planning, retirement income and distribution planning, and client communication. The investment management services include recommendations for asset allocation, continual monitoring, and independent evaluation of risk tolerance. When doing family wealth and estate planning, clients can have a complimentary consultation with their attorney. The firm reviews a client's long-term care needs and analyzes insurance needs. Clients can also receive periodic financial reviews.

Las Vegas, NV 89107


Redstone Financial Group

Redstone Financial Group is a financial services firm that works primarily with physicians, health care professionals, and business owners. The firm also collaborates with a client's tax and legal professionals. Its office is located on High Street in Las Vegas. Clients can receive services based on financial planning, asset management, or transactional accounts. The typical financial planning services include insurance planning, retirement distribution, key person insurance, education planning, and asset accumulation strategies. An adviser can coordinate with other professionals to help with company benefit plans, charitable giving strategies, estate planning strategies, property insurance planning, and buy/sell agreements.

Las Vegas, NV 89113


Wells Capital Group

Wells Capital Group is an independent financial services firm located on Rainbow Boulevard in Las Vegas. The firm focuses on providing private wealth management and retirement planning services to Nevada clients. Overall, the main financial planning services include income planning, tax-efficient investment and income planning, retirement planning, investment management, cash flow analyses, Social Security maximization strategies, annuities, life insurance options, and 401(k) and IRA rollover management. Clients can schedule a complimentary consultation regarding their retirement needs. The income-planning strategies cover everything from expense analyses to longevity protection.

Las Vegas, NV 89118


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