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Best Financial Advisors in Sioux Falls

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Armor Wealth Management logo

Armor Wealth Management

4910 South Isabel Place, Sioux Falls, SD 57108
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  • Estate Planning
  • Retirement Planning

Armor Wealth Management is a financial advisory firm that caters to clients in the Sioux Falls metro and the surrounding communities. It offers a wide array of services, such as business, estate, investment, and retirement planning. In addition, it assists with education funding and risk management. Ron Staebell, one of the financial advisors, has been working in the industry since 1969. He is a Chartered Financial Consultant who is a member of the National Association of Insurance and Financial Advisors– Sioux Falls.

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Compass Financial Group logo

Compass Financial Group

4300 South Louise Avenue, Sioux Falls, SD 57106
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  • Certified Financial Planner (CFP)

Compass Financial Group is a locally owned family business operating in Sioux Falls. It offers personalized financial planning and investment plans through different accounts, including retirement, college savings, corporate, individual or joint, and charitable trusts. Its team educates clients about knowing their financial situations to help them maximize their opportunities. Estate planning and insurance services are also available. Compass Financial Group president John Haller has been working in the investment industry for more than 20 years.

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Cornerstone Financial Solutions, Inc. logo

Cornerstone Financial Solutions, Inc.

7408 S. Bitterroot Place, Sioux Falls, SD 57108
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Cornerstone Financial Solutions, Inc., offers financial guidance to families, retirees, and women investors in the Sioux Falls area. The company provides planning assistance for finance, retirement, and taxation. Founder and president Gordon Wollman is a Certified Financial Planner who has been in the financial industry for over 25 years. He has received the Best-In-State Wealth Advisors Award in 2021 by Forbes. Moreover, Cornerstone Financial Solutions supports local organizations, including Tee It Up for the Troops and Call To Freedom.

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David Cutshall logo

David Cutshall

4301 West 57th Street, Sioux Falls, SD 57108
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

David Cutshall is a financial advisor who is committed to utilizing various resources in reaching the financial goals of clients based in Sioux Falls. He has been delivering financial services for individuals and families for almost three decades. He specializes in preparing clients financially for their retirement years. In addition, Cutshall is available to help clients in college, estate, and lifetime income planning. Moreover, the advisor provides insurance solutions, including disability income insurance, long-term care plans, life insurance, and equity index annuities.

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Gabe Nelson Financial, Inc. logo

Gabe Nelson Financial, Inc.

5709 South Remington Place, Sioux Falls, SD 57108
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  • Certified Financial Planner (CFP)

Established in 2008, Gabe Nelson Financial, Inc., is a wealth advisory firm that serves Sioux Falls and nearby areas. It caters to a wide range of clients, including consultants, freelancers, independent contractors, and self-employed professionals. The firm assists with budget and cash flow management, estate planning, major purchases, retirement plans, and risk management navigation. Gabe Nelson, the owner, has more than 25 years of experience in the financial services industry. He earned his Certified Financial Planner designation in 2006.

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Legacy Wealth Group logo

Legacy Wealth Group

2401 West Trevi Place, Sioux Falls, SD 57108
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  • Certified Financial Planner (CFP)

Legacy Wealth Group is a financial advisory firm serving clients in the Sioux Falls area and surrounding communities. It helps individuals manage their wealth through services like retirement planning, estate planning, risk management, and taxation. In addition, the firm assists business owners in succession planning, insurance planning, and investment strategies. It also offers fiduciary management and participant services. One of Legacy Wealth Group's partners, Fred Ymker, has been helping clients pass their wealth from one generation to another since 1994.

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Pinnacle Wealth logo

Pinnacle Wealth

612 East Tan Tara Circle, Sioux Falls, SD 57108
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  • Estate Planning
  • Retirement Planning
  • Tax Planning

Pinnacle Wealth is a financial advisory and wealth management firm that has been serving Sioux Falls since 1987. It designs, develops, and implements financial plans for individuals and businesses of various net worths. It monitors and evaluates investment portfolios and assesses risks, expenses, and cash flow. Additionally, it helps clients acquire various insurance products such as life, disability, and long-term insurance. The company has been featured in Forbes Magazine and Investment News Icons and Innovators. Founder and CEO Kevin Engbers is a Certified Financial Planner.

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Professional Financial Services, Inc. logo

Professional Financial Services, Inc.

5024 South Bur Oak Place, Sioux Falls, SD 57108
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Professional Financial Services, Inc. offers financial planning solutions to individuals in the Sioux Falls area. It creates an analysis of each client's current financial situation before offering suggestions and strategies to reach their targets. Its financial wealth planning services could include business planning, financing strategies, risk management, and retirement planning for individuals and businesses. Kameron Carlson, the owner of Professional Financial Services, is a Certified Financial Planner and has been an independent insurance broker since 1992.

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Stifel logo

Stifel

2401 West Trevi Place, Sioux Falls, SD 57108
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  • Estate Planning
  • Retirement Planning
  • Tax Planning

Stifel is a wealth management firm serving individuals, families, and businesses in Sioux Falls and the surrounding areas. Based in St. Louis, the firm provides a wide range of services, including tailored asset management and wealth planning, estate planning, and trust planning services. It also assists clients in preserving and transferring their wealth to their children. Stifel has been serving clients since 1890. It also offers investment banking, securities brokerage, and trading through its wholly owned subsidiaries.

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Van Horn Financial Services logo

Van Horn Financial Services

6909 South Lyncrest Place, Sioux Falls, SD 57108
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  • Retirement Planning

Van Horn Financial Services is a firm that helps individuals and business owners manage their money through its range of financial management-related services. Serving Sioux Falls, the company offers insurance strategy, estate planning, and wealth planning. Additionally, the firm handles business planning, which involves employee benefits design and implementation, succession planning, employee retention strategy, and personal planning. Van Horn Financial Services' president, Graham Van Horn, has obtained the Retirement Income Certified Professional designation. Financial advisor Douglas Callies has been in the industry since 1990.

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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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