Best Financial Advisors in Paradise

2021

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.

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 provides custom financial advising for clients in Paradise. It offers comprehensive investment planning, retirement planning, college funding planning, and second opinion services. Its advisors also handle privately managed accounts, mutual funds, and money market accounts. In addition, they offer long-term care, life, and disability insurance. Danielson Financial Group has been crafting financial solutions and strategies for over 35 years. The owner, Deborah Danielson, was part of Barron Magazine's Top 1,200 Financial Advisors in America from 2014 to 2020.

Diamond Wealth Management

• Estate Planning
• Retirement Planning

Diamond Wealth Management coaches Paradise residents to handle their finances. The business was formed in 1997 and was bought by Staci Scharadin, its CEO, in 2007. Its financial advisors offer assistance in financial, investment, retirement, and tax planning. They can also help individuals in managing their investments and accommodate private clients with complex financial needs. The business needs to learn about clients' investment objectives and risks before creating personalized financial strategies and solutions. It was featured in Forbes, Barron's Hall of Fame, and Icons & Innovators.

Dixon Financial Group, LLC

• Estate Planning
• Retirement Planning

Dixon Financial Group, LLC, caters to the needs of clients in Paradise. It offers a wide range of wealth management services, including investment strategies covering mutual funds, managed accounts, unit investment trusts, brokerage accounts, stocks, and bonds. The business also provides assistance in creating retirement income through the Income for Life Model® investment strategy. Its owner, David Dixon, is a Certified Financial Planner with more than 25 years of experience. He and his team have recorded over $150 million of client invested assets.

FAL Advisors

• Retirement Planning

Serving the Paradise area, FAL Advisors assists clients in managing their financial situation. It provides services such as business and investment structure planning, integrated tax and estate planning, retirement planning, and complete financial accounting. The company also helps clients manage bank and lender relationships, coordinate professional service providers, and the accounting and administration of trust accounts. Larry Lindholm, the managing partner and president of FAL Advisors, has been working in the financial services field for more than 20 years.

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.

Redstone Financial Group

• Estate Planning
• Retirement 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

• Estate Planning
• Retirement 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.

Wealth Protection Advisory

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

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.