Laurels

Best Financial Advisors in Reno
2020

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 64 44 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.

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.

Costelloe Financial

Costelloe Financial is a financial services firm located in Reno. The firm's investment solutions include check writing, stocks, bonds, IRA accounts, treasury bills and notes, government securities, variable annuities, and brokerage accounts. Financial planning services are available to address each client's long-term future with focuses on retirement plans, college plans, tax plans, profit sharing plans, money purchasing plans, and money management. Risk management is done through insurance options, including disability income, long term care, life, individual health, and group health insurance. There are also estate planning services that help reduce taxes and avoid probate.

First WallStreet Financial Advisors

First WallStreet Financial Advisors is a financial services firm based in Reno. The firm offers retirement and account management services. Individuals can choose retirement plans from traditional IRAs, a Roth IRA, Coverdell Education account, or simple IRA. Businesses have access to several qualified plans for employee benefits. These include a standardized profit sharing plan, money purchase pension plan, 401(k) plans for individuals, or a combination of profit sharing and money purchasing. Each client account includes a valuation of their portfolio, real-time updates to financial activity, daily summaries of gain and loss, and personalized preferences.

Reno, NV 89511

Website

Legacy Wealth Planning

Legacy Wealth Planning is a Reno-based financial services firm focused on education planning, retirement planning, and asset management. The firm offers a full suite of potential retirement plans, including non-qualified deferred compensation, money purchase, and profit sharing plans, as well as multiple IRA and 401(k) accounts. Asset management is done through investment options like annuities, stocks, bonds, exchange-traded funds, mutual funds, and securities. There are also estate planning services. Company affiliate The Private Trust Company offers trust services to clients. Clients can also choose from insurance options to protect their wealth from unexpected events.

Reno, NV 89521

Website

MacLean Financial Group, Inc.

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

Nevada Retirement Planners

Nevada Retirement Planners is a Registered Investment Advisory firm with offices in Reno and Carson City. The firm's active investment management services involve a determination of goals, review of assets, risk tolerance analysis, personalized portfolio design, and active plan monitoring. Each client receives periodic plan reviews and adjustments. The firm's other main services include Social Security income planning, retirement income planning, and estate planning. The advisers can review a client's insurance needs, help with college tuition planning, provide charitable gifting strategies, and help with tax planning. For business owners, the business succession planning services help secure a business after retirement.

Reno, NV 89501

Website

Open Window Financial Solutions, Ltd.

Open Window Financial Solutions is a Reno-based firm that works with clients individually. The firm's main focuses are on integrated financial planning and institutional investment services. Financial planning for physicians includes debt and risk management, wealth preservation, tax planning, Social Security optimization, wealth protection, charitable planning strategies, and tax-efficient estate distribution strategies. Institutional clients include pensions, 401(k)s, endowments, charitable foundations, trusts, and institutional portfolios. Their portfolio management includes guidance and ERISA-liability protection. The firm's founder, Joseph Hollen, created the company to meet the financial needs of physicians after serving as an emergency physician for over two decades.

Sierra Financial Advisors

Sierra Financial Advisors is a financial services firm with offices in Reno and Carson City. The firm's areas of focus are education, insurance, income, business retirement, and general financial planning. Each client receives a streamlined financial plan that addresses their investments, mortgages, debt, retirement goals, college planning for future generations, insurance options to manage risk, and estate planning. The business retirement planning services help business owners create efficient retirement plans for their employees that aim to increase employee retention.

Reno, NV 89521

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.

Vantage Wealth Planning

Vantage Wealth Planning is a holistic financial planning services firm located in Reno. The fee-only firm provides planning services to individuals and retirement plan management to business owners. Clients who need to meet long-term financial goals receive wealth accumulation services, while pre-retirees and retirees receive wealth management services. The retirement plan management services cover qualified retirement plans, fiduciary protection, and institutional-class investing. Certified Financial Planner Kyle McCann has provided solutions to small businesses, families, and individuals for over a decade. The company's other Certified Financial Planner, Benson Mathews, has been in the financial services industry for nearly two decades.

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.

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