Best Financial Advisors in Paradise

2022

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.

Arista Wealth Management

• Tax Planning
• Insurance Products
• Retirement Planning
• Estate Planning

Arista Wealth Management is a financial services firm with offices in Mesa, Arizona, and Las Vegas, Nevada. Its typical clients include individuals and their families, businesses, institutions, and 401(k) plans. The main services are investment management, retirement planning, and general financial planning. Their asset management services include risk protection. Clients can choose from a range of insurance options. Business owners can also benefit from their relationship management and business planning services. The customized employee retirement and benefit plans also come with educational services for small businesses and corporations.

Battle Born

• Certified Financial Planner (CFP)

Battle Born is a financial advisory firm that guides Paradise-based clients in achieving financial success. It utilizes a specially designed system in assembling a client's financial plan, based on discussions of the client’s financial objectives and commitment toward long-term targets. As part of this system, the firm provides the client with an individualized communication and service schedule, plus necessary adjustments are made to accommodate distinct situations. It also assists clients in finding solutions to their financial challenges. Battle Born also offers retirement plans to small companies.

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.

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.

Capstone Capital

• Certified Financial Planner (CFP)

Founded almost 20 years ago, Capstone Capital is an independent wealth advising firm that serves individuals and small business owners in Paradise and nearby communities. The firm's advisors help clients in preparing for retirement, selling their businesses, and receiving an inheritance. They utilize a systematic approach consistent with clients' goals to minimize risk through the diversification of investment portfolios. Additionally, Adam Dawson, one of the firm's CFPs, wrote the book "Timeless Principles of Financial Security," which contains practical advice on financial management.

Close Financial Services, Inc.

• Certified Financial Planner (CFP)

Close Financial Services, Inc., has been offering financial advising services to individuals, families, and business owners in Paradise and the neighboring communities since its establishment in 2006. Its professionals help clients achieve their financial goals by using various products, including stocks, bonds, mutual funds, and annuities. They also provide assistance with alternative investment solutions such as hedge funds, private equity, commodities, and derivative contracts. CEO Stephen Close has been an independent financial advisor since 1999.

Cornerstone Financial Advisors LTD.

• Certified Financial Planner (CFP)

Cornerstone Financial Advisors LTD. offers its services to individuals and business owners in Paradise and the surrounding metro areas. The company offers holistic, transparent, and evidence-based advice to its clients, providing customized wealth management solutions that fit each investor's needs and goals. Cornerstone uses a passive investment approach that abides by modern portfolio theory practices to diversify and manage the portfolio's risk and properly appropriate asset allocation. Principal Adviser Garth McBride is a CPA and registered investment advisor.

Danielson Financial Group

• Retirement Planning
• Certified Financial Planner (CFP)

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.

Diamond Wealth Management

• Retirement Planning
• Estate Planning

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.

Dixon Financial Group, LLC

• Retirement Planning
• Estate Planning

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.

FAL Advisors

• Retirement Planning

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.

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.

Kimiko Inoue

• Retirement Planning
• Private Wealth Advisor
• Estate Planning

Kimiko Inoue is a Certified Financial Planner associated with Manhattan Global Asset Management that serves Paradise. She offers a broad range of financial services, including corporate retirement plan consulting, investment solutions, portfolio management, and charitable giving. She also offers alternative investment solutions, including hedge funds, private equity, real estate, and tangible assets and commodities. Kimiko is a native Japanese who started her financial advising career in New York in 1998. She specializes in developing personalized investment strategies.

Link Financial Advisory

• Retirement Planning
• Certified Financial Planner (CFP)

Link Financial Advisory is an independent financial services firm located in Las Vegas. The company provides a range of services, with the main areas of concentration being wealth management, retirement planning, trust and estate planning, company 401(k) plans, insurance services, Social Security planning, fixed rate annuity options, and portfolio lines of credit. The wealth management services involve long-term financial planning and investment options. In addition, the firm focuses on managing the wealth of baby boomers and retirees. Each of the Certified Financial Planners at the firm has trained in almost 100 topics related to financial planning.

Redrock Wealth Management

• Retirement Planning

Redrock Wealth Management caters to clients in and around the Paradise area. The company provides financial advising services to retired and nearly-retired clients. Its staff helps them create financial plans based on their personal circumstances and goals. They also monitor the status of these financial plans and advise changes as necessary. Redrock Wealth Management founder Greg Phelps has previously worked at the wealth management firms Morgan Stanley and Goldman Sachs. He also holds the Accredited Investment Fiduciary and Accredited Asset Management Specialist designations.

Redstone Financial Group

• Retirement Planning
• Estate Planning

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.

Select Wealth Advisers

• Retirement Planning
• Estate Planning

Select Wealth Advisers is a financial advising and planning firm that helps clients in Paradise and the surrounding areas grow and protect their wealth. It provides financial planning solutions in various matters, including retirement and income planning, life and disability insurance, gift planning, and education funding. Select Wealth Advisers also manages investment portfolios individually designed and diversified depending on each client's risk appetite. Founder and CEO Mitchell D. Horst has been in the industry for more than 15 years.

Strategic Wealth Advisors, LLC.

• Estate Planning

Strategic Wealth Advisors, LLC., also known as SWA, is a financial advising firm that serves Paradise and the neighboring metro areas. It helps individuals, professionals, and business owners manage, accumulate, and protect their wealth. Some of its services include estate protection, business continuity planning, and investment management. Richard Hanseen, the firm's principal advisor, is a CPA. He previously worked as a controller in the gaming industry, working to develop a master limited partnership underwritten by Merrill Lynch and raising over $500 million.

Strategic Wealth Design

• Financial Planning
• Retirement Planning
• Certified Financial Planner (CFP)
• Estate Planning

Strategic Wealth Design is an asset and wealth management company that serves clients in Paradise and its surrounding areas. It offers a broad range of financial management solutions and services, including financial planning, investment managment, debt elimination, and wealth management. Mahesh Odrani, the firm's president, earned his accreditation as a financial planner from the American College of Financial Services. He has been a financial adviser for over 17 years. Strategic Wealth Design also provides retirement income planning and tax strategy services to its clients. 

The Budin Group

• Certified Financial Planner (CFP)

The Budin Group provides investment and financial planning services to individuals and business owners in Paradise and the surrounding metro areas. Its advisors provide assistance in various matters, including IRAs, brokerage accounts, variable annuities, and life insurance. Steven Budin, the company's president, has been a Certified Financial Planner for more than 24 years. He also served as a financial specialist for several Las Vegas media outlets and is currently the financial commentator for KNTV Channel 13.

Wealth Protection Advisory

• Business Formation
• Tax Planning
• Retirement Planning
• Estate Planning

Wealth Protection Advisory, also known as WPA, is a consulting and financial planning firm that serves Paradise and nearby areas. It specializes in risk-managed retirement and small business planning solutions, helping clients with tax planning and investment portfolios that minimize risk and maximize wealth growth. WPA's advisors have more than 30 years of combined asset management experience. They help clients prepare for retirement through fixed-income annuities and tax-free income through life insurance products. Additionally, they assist clients in making good decisions regarding Social Security.

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.