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Best Financial Advisors in Reno

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American Wealth Management logo

American Wealth Management

570 Hammill Lane, Reno, NV 89511
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  • Certified Financial Planner (CFP)

Established in 1988, American Wealth Management serves the residents of Reno. Its team of professionals provides financial planning services that cover goal setting, analysis and evaluation, recommendation presentation, strategy implementation, and monitoring. They offer investment management, estate planning, risk management, and tax planning services. Founder Patricia Meidell has almost 40 years of financial industry experience. She and her team believe that investing in the community helps strengthen the next generation. They support various organizations, including Reno Philharmonic and Food Bank of Northern Nevada.

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Aspire Capital logo

Aspire Capital

730 Sandhill Road, Reno, NV 89521
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  • Retirement Planning
  • Insurance Products

Aspire Capital is a team of financial advisors dedicated to helping Reno individuals, families, and businesses reach their financial goals. They provide a wide variety of financial planning solutions that can help clients grow their wealth and prepare for life changes and financial challenges. The products they offer include annuities, mutual funds, life insurance, long-term care, and individual retirement accounts. The firm uses cloud-based software called eMoney to manage clients' finances in a secure location.

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Cornerstone logo

Cornerstone

Reno, NV 89521
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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.

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Costelloe Financial logo

Costelloe Financial

1575 Delucchi Lane, Reno, NV 89502
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  • Certified Financial Planner (CFP)
  • Retirement Planning
  • 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.

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Legacy Wealth Planning logo

Legacy Wealth Planning

Reno, NV 89521
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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.

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MacLean Financial Group, Inc. logo

MacLean Financial Group, Inc.

Reno, NV 89502
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  • 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.

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Nevada Retirement Planners logo

Nevada Retirement Planners

Reno, NV 89501
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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.

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Open Window Financial Solutions, Ltd logo

Open Window Financial Solutions, Ltd

4741 Caughlin Parkway, Reno, NV 89519
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  • 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. 

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Schultz Financial Group logo

Schultz Financial Group

10765 Double R Boulevard, Reno, NV 89521
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  • Certified Financial Planner (CFP)

Schultz Financial Group has been providing financial management guidance to clients in Reno for nearly four decades. The firm utilizes the client-involved Four Capitals approach in crafting goals settings. It offers solutions in optimizing cash flow, which involves analyzing, managing risks and capital transfers, and finding opportune disbursements. Its financial managers also devise strategies involving tax liabilities reduction, business, and estate planning. Additionally, venture professionals are provided with individualized portfolio management services. The fiduciary firm is part of the National Association of Personal Financial Advisors.

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Universal Value Advisors logo

Universal Value Advisors

Reno, NV 89501
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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.

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Vantage Wealth Planning logo

Vantage Wealth Planning

1 East Liberty Street, Reno, NV 89501
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

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.

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Willson Wealth Management, LLC logo

Willson Wealth Management, LLC

Reno, NV 89521
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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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X Vector, Ltd logo

X Vector, Ltd

11325 Messina Court, Reno, NV 89521
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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.

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Frequently Asked Questions

Q: Should I hire a financial advisor before buying a house?

A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

Q: What experience should I look for in a financial advisor?

A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Q: Can my financial planner help with taxes?

A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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