Laurels

Best Financial Advisors in Reno
2022

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Reno 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 62 42 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

Cornerstone

Cornerstone is an independent, fiduciary-based firm that offers comprehensive wealth management to individuals, professionals, and businesses. Their services include institutional investment solutions, sound financial planning, tax reduction strategies, and historically proven estate and legacy planning concepts. Founder and president, Chris Abts, has passed the Series 65 examination and has earned the Chartered Retirement Planning Counselor? professional designation. He is a best-selling author and TV show host of weekly television program, Redefining Retirement. The Cornerstone team is dedicated to helping their clients so they can enjoy financial freedom.

Reno, NV 89521

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Costelloe Financial

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

Costelloe Financial is an independent financial firm that helps clients in Reno. It offers various financial planning services, such as 401(k) and 403(b) planning, college plans, money management and purchasing, and profit-sharing plans. It also offers different types of insurances, including life, disability income, and long-term care insurance. Clients can also choose from its investment and account services and estate planning strategies. Since 2008, the firm's Certified Financial Planner, Michael Costelloe, has been teaching Retirement Planning Today for TMCC’s Workforce Development Program.

1575 Delucchi Lane
Reno, NV 89502

Website

MacLean Financial Group, Inc.

  • Estate Planning
  • Retirement Planning
  • Tax Planning

MacLean Financial Group has served individuals and businesses since 1990. The firm's office is based in Reno. Business owners can receive financial plans for their business' future. In addition, the firm creates retirement plans for business owners and their employees. Their employee retention services help businesses keep their most valued employees. For individuals, the firm focuses on risk management options, plans for financial independence, estate planning, and succession planning. Company president and CEO Hawley MacLean comes from a family that's been involved in wealth management for more than 15 decades. He is also a founder of Heritage Bank of Nevada.

Reno, NV 89502

Website

Open Window Financial Solutions, Ltd

  • Certified Financial Planner (CFP)

Open Window Financial Solutions, Ltd., is a wealth services company that serves clients in Reno and its surrounding areas. It offers a wide array of financial planning and wealth management services, including financial and retirement planning, estate and tax management, and investment management. Joe Hollen, the firm's founder and president, is a licensed physician and financial advisor with 17 years of professional experience in financial consulting and wealth management services. He acquired his CFP designation in 2006. 

4741 Caughlin Parkway
Reno, NV 89519

Website

Universal Value Advisors

Universal Value Advisors is a Reno-based investment consulting and management firm. Investment professionals receive customized profiles based on their risk tolerance, long-term goals, and current market data. Individuals can receive private asset management services on a long-term basis. The solutions for individuals prioritize portfolio growth without exposure to high risk. Robert and Joshua Barone founded the firm in 2005. Robert Barone has a Ph.D. in economics and has written multiple blog posts for Forbes. Prior to founding the company, Joshua Barone worked as a mergers and acquisitions analyst for a community bank and as an insurance salesman.

Reno, NV 89501

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Vantage Wealth Planning

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

Vantage Wealth Planning is a financial advisory firm that has been serving the residents of Reno and the surrounding areas since 2017. It assists clients nearing or in retirement through wealth management services such as strategic income planning, estate and legacy planning, budget development, and lifestyle management. It also helps clients work towards their financial goals through investment management services. Co-founder Benson Mathews has been working in the financial services field for more than 15 years. He also holds the Certified Financial Planner designation.

1 East Liberty Street
Reno, NV 89501

Website

Willson Wealth Management, LLC

Willson Wealth Management is a financial planning firm in Newport Beach, California. The firm offers investment management and customized portfolios that pull from full-service brokerage accounts, stocks, bonds, mutual funds, annuities, 401(k) plans, IRAs, and discretionary portfolio management accounts. Clients can also access life, disability income, health, and long term care insurance options. The firm creates comprehensive financial strategies to help clients with multi-generational college tuition planning, estate planning, and retirement planning. Also available are business consulting services for long-term small-business planning.

Reno, NV 89521

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X Vector, Ltd

X Vector, Ltd is a financial planning company that serves clients in Reno and surrounding areas. Owned and managed by a registered financial advisor, Josh Flatley, the firm provides comprehensive financial planning services to professionals, especially to those belonging to Generation X. Flatley and his team offer virtual consultations on matters concerning investments, savings, retirement, 401(k), social security, and life insurance. X Vector, Ltd is committed to working with clients throughout the entire financial planning process.

11325 Messina Court
Reno, NV 89521

Website

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