Best Financial Advisors in Henderson, Nevada

Stevenson Retirement Solutions, led by John Stevenson ("The Guaranteed Retirement Guy"), specializes in annuity planning and retirement income strategies. The firm helps clients research and compare multiple annuity options—including Income Riders, SPIAs, MYGAs, DIAs, Fixed Index Annuities, and QLACs—without pressure to buy a single product. John Stevenson is a Certified Financial Fiduciary, bestselling author, and podcast host focused on guaranteed retirement income solutions.

Asset Preservation Wealth & Tax is a comprehensive financial advisory firm serving the Henderson and Las Vegas area with 28 years of experience managing over $1 billion in client assets across 9,000+ households. They specialize in retirement planning, tax planning and preparation, estate planning, investment management, and wealth management through a fiduciary approach. What sets them apart is their integration of tax strategy into comprehensive financial planning—a service most advisors don't provide—combined with access to multiple money management firms offering diverse investment perspectives and transparent, unbiased advisor guidance.

Cornerstone Wealth Management is an independent financial advisory firm in Henderson specializing in comprehensive wealth planning, investment management, and retirement strategies for individuals and families. Founded on the principle of putting clients first, they provide personalized financial guidance tailored to each client's unique goals and circumstances. Their team of experienced advisors focuses on building long-term relationships and helping clients make informed decisions about their financial future.

Absolute Mortgage & Lending is a mortgage lending company specializing in home loans, refinancing, and financing solutions for both residential and commercial needs. Led by experienced loan officers including Khai Nguyen, Hao Huynh, and Anthony Nguyen, they offer conventional, FHA, USDA, VA, and construction loans with personalized service. Known for responsive communication, on-time closings, and helping clients navigate complex lending situations.

Allworth Financial is a fiduciary wealth management firm serving Las Vegas with over 30 years of experience and $35 billion in assets under management. Their team of CFP-certified advisors offers comprehensive financial planning, investment management, tax planning, estate planning, and insurance services tailored to individuals and families throughout the greater Las Vegas area. With a focus on personalized guidance and integrated solutions, they help clients align their entire financial life and navigate wealth management with confidence.

Strategic Wealth Design is a fiduciary financial advisory firm serving retirees, business owners, dentists, physicians, and pre-retirees across Las Vegas, Glenwood Springs, and the United States. Led by advisors including Michael Beatty and Mahesh, they provide comprehensive financial planning focused on tax reduction, savings optimization, and efficient investing. The firm combines mathematical analysis with emotional intelligence to help clients achieve financial security and freedom, offering services that include retirement planning, business owner financial strategies, 401(k) administration, investment management, and personalized financial organization.

MRS Wealth Advisors is an independent financial advisory firm in Henderson, Nevada, specializing in comprehensive retirement planning and wealth management for individuals 55 and older. Led by Melissa Matson and her team, they provide personalized, tax-efficient strategies designed to help clients transition from accumulation to retirement with confidence. The firm focuses on income planning, tax optimization, portfolio risk management, legacy planning, and required minimum distributions (RMDs), offering regular check-ins and educational events to keep clients on track toward their financial goals.

Capstone Capital Wealth Advisors is an independent financial advisory firm in Henderson serving clients throughout Southern Nevada. They provide comprehensive wealth management, financial planning, and investment services tailored to help clients build and protect their assets. The firm focuses on personalized strategies for retirement planning, investment management, and long-term financial goals.

Forthright Capital Partners is a Las Vegas-based financial services firm specializing in insurance, investment management, and financial planning for individuals and businesses. Led by experienced financial consultants, they offer comprehensive wealth strategies tailored to help clients build and protect their financial futures across multiple asset classes and life stages.

RightPath Wealth Management, led by CFP® Jimmy Lin and tax specialist EA, provides comprehensive retirement and financial planning for individuals and families in the Las Vegas area and nationwide. The firm specializes in tax-efficient retirement income planning, Social Security optimization, asset allocation, Medicare planning, and legacy strategies designed to turn retirement savings into sustainable income while preserving assets. With over two decades of community roots, RightPath combines financial expertise with integrated tax planning to help near-retirees and retirees navigate their golden years with clarity and confidence.

Carson Wealth is an independent wealth management firm serving Las Vegas families and business owners with comprehensive financial planning, investment management, and retirement strategy. The team combines personalized planning with active portfolio management to help clients build and preserve wealth across all life stages.

WestPac Wealth Partners is an independent financial advisory firm in Las Vegas specializing in comprehensive wealth management, retirement planning, and investment management for individuals and families. Led by experienced advisors, they focus on personalized financial strategies that align with clients' long-term goals and offer fee-based advisory services without commission conflicts.

Arista Wealth Management is an independent financial advisory firm serving Las Vegas-area clients with comprehensive wealth planning, investment management, and retirement strategy. Founded on the principle of putting clients first, they offer personalized financial guidance tailored to individual goals and circumstances, emphasizing transparent communication and fiduciary responsibility in all client relationships.

SG Financial is a fiduciary wealth advisory firm in Henderson specializing in retirement and financial planning for those transitioning into their post-work years. They help clients convert savings into sustainable monthly income, optimize tax strategies, and create comprehensive plans that prioritize lifestyle goals over spreadsheet management. Their planning-first approach focuses on clarity and confidence for clients ready to move from accumulation to their 'Go and Do' chapter.

Debi Graham is a COUNTRY Financial Representative serving Henderson and the Las Vegas area, offering comprehensive financial services including insurance (auto, home, life), investment management, and financial planning. As part of the established COUNTRY Financial network, Debi provides personalized guidance to help clients protect their assets and plan for their financial future with trusted, local service.

Diazo Wealth is an independent registered investment adviser in Henderson, Nevada, providing comprehensive financial planning and wealth management services. They specialize in multi-generational wealth planning, retirement strategy, investment management with customized risk alignment, and concierge financial services. Their approach integrates clients' goals, challenges, and aspirations to create personalized financial blueprints, with a focus on building lasting relationships and peace of mind.

Financial Partners LV is an independent financial advisory firm serving the Las Vegas Valley with comprehensive wealth management and financial planning services. Based in Henderson, they help clients develop personalized strategies for retirement planning, investment management, and long-term financial goals. Their team focuses on building lasting relationships and providing guidance tailored to each client's unique circumstances.

Desert Crest Financial is an independent financial advisory firm based in Henderson serving the Las Vegas Valley. They provide comprehensive financial planning and investment management services to help clients build and protect their wealth. The team focuses on personalized strategies tailored to individual financial goals.

Hightower Las Vegas is a boutique wealth management practice in Henderson serving successful families, executives, business owners, physicians, attorneys, and retirees across Southern Nevada. With over $1 billion in assets under management, they are one of Nevada's largest independent investment advisory practices. They offer comprehensive financial planning, portfolio management, retirement planning, tax and estate planning, and risk management services while adhering to fiduciary standards and managing endowments for nonprofits throughout the Las Vegas Valley.

Kore Wealth Management is an independent financial advisory firm in Henderson with 20+ years of experience specializing in comprehensive wealth management, retirement planning, and financial goal achievement. Led by advisors operating as independent fiduciaries, they serve business owners, families, and individuals navigating life transitions with personalized financial roadmaps covering investments, tax optimization, estate planning, college funding, and specialized divorce financial analysis. Their hands-on approach focuses on unbiased guidance aligned entirely with client interests rather than product sales.

National One Advisors is a financial advisory firm based in Henderson, Nevada, offering personalized investment management and financial planning services to individuals and families. The team works with clients to develop comprehensive financial strategies tailored to their goals, whether focused on wealth building, retirement planning, or long-term financial security.

Transamerica Financial Advisors, led by Mark Leichty, provides comprehensive financial planning and advisory services to Las Vegas residents. The firm offers personalized guidance on investment management, retirement planning, and wealth strategies tailored to individual client needs. As part of the established Transamerica network, they combine professional expertise with access to a broad range of financial products and services.

Greg Gonzalez is a CFP®, ChFC®, and AAMS® certified financial advisor with Edward Jones in Henderson, offering personalized financial planning and investment management services. He works with individuals and families to develop comprehensive strategies for retirement planning, wealth management, and long-term financial goals. Edward Jones is known for its one-on-one advisory approach and local office presence throughout the community.

Curtis Wealth Management, led by Jordan Curtis, provides comprehensive financial planning and wealth management services to clients in the Henderson area. The firm helps individuals and families develop personalized investment strategies, retirement planning, and long-term financial goals. With a focus on personalized service and professional guidance, Curtis Wealth Management works to build sustainable wealth strategies tailored to each client's unique circumstances.

Mike Peterson is a financial advisor with Ameriprise Financial Services offering comprehensive wealth management and financial planning services to Henderson-area clients. Through Ameriprise, he provides investment management, retirement planning, insurance solutions, and personalized financial strategies designed to help clients build and protect their wealth. With access to Ameriprise's full suite of financial products and advisory expertise, Peterson works with individuals and families to create tailored financial plans aligned with their goals.

Dynamic Financial Advisors is an independent financial advisory firm serving Las Vegas and surrounding areas. They provide personalized financial planning and investment management services to help clients build and preserve wealth. Their team offers comprehensive guidance on retirement planning, investment strategies, and overall financial goal setting tailored to individual client needs.

Thurlow Wealth Management (TWM Partners) is an independent financial advisory firm based in Las Vegas serving clients throughout Nevada. They provide comprehensive wealth management, investment management, and financial planning services tailored to help clients build and preserve their wealth. With a focus on personalized service and fiduciary standards, they work directly with individuals and families to develop strategies aligned with their long-term financial goals.

Ulta Wealth Management is an independent financial advisory firm serving Las Vegas residents with personalized investment and wealth planning strategies. They provide comprehensive financial guidance to help clients build and preserve wealth through tailored portfolio management and long-term financial planning.

Merrill Lynch Wealth Management in Henderson provides comprehensive financial advisory services including investment management, retirement planning, and wealth strategy. As part of Bank of America's wealth management division, they serve high-net-worth individuals and families with personalized financial guidance from experienced advisors. They focus on creating tailored wealth solutions that align with clients' long-term financial goals.

Morgan Stanley Financial Advisors in Las Vegas provides comprehensive financial advisory services including investment management, retirement planning, and wealth management strategies. As part of the globally recognized Morgan Stanley brand, the team leverages institutional expertise and research to help clients build and preserve wealth across various market conditions.