Areas served: Las Vegas, NV and surrounding Clark County including Henderson, North Las Vegas, and Summerlin
Las Vegas's financial advisory landscape reflects the city's diverse economy, serving entertainment industry professionals, retirees, hospitality workers, and entrepreneurs with distinct income patterns. The area's concentration of service workers with variable income, alongside high-net-worth casino executives and real estate investors, creates unique planning challenges around irregular cash flow and tax optimization. This directory catalogs financial advisors throughout the Las Vegas Valley, including Henderson and North Las Vegas, evaluated on credentials, fee transparency, fiduciary commitment, and expertise in areas critical to Nevada residents such as state tax advantages and retirement planning.
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.
Joseph Miller is a Financial Advisor at WestPac Wealth Partners in Las Vegas, specializing in comprehensive long-term financial planning for individuals and business owners. Working alongside CFP® Donald Pearson, Joseph provides tailored strategies covering retirement planning, investment management, tax-efficient strategies, estate planning, insurance protection, and business succession planning. He helps clients align wealth with values, protect assets, and build meaningful legacies through relationship-based guidance that often spans decades and generations.
Bauman Wealth Advisors is a fee-based financial planning firm in Las Vegas specializing in comprehensive wealth management through their proprietary 'Return on Life' process. They offer integrated planning across investments, retirement, income strategy, tax optimization, estate planning, and real estate coordination—designed to work together as a unified family office structure. The firm helps clients build customized financial plans that align with their lifestyle goals and values, freeing them to focus on what matters most.
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.
Sheronne King is a First Command Financial Advisor in Las Vegas specializing in comprehensive financial planning for military service members and their families. With 28 years of Air Force service and credentials including Series 6, 65, 66 securities licenses plus life and health insurance licenses, she offers investment strategies, insurance solutions, and military benefits guidance through personalized financial coaching. First Command has served military professionals for over 60 years, combining face-to-face and virtual meetings to help clients achieve long-term financial security.
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.
Winder Wealth Management is an independent financial advisory firm in Las Vegas specializing in personalized wealth management, financial planning, and investment strategies for individuals and families. The team works with clients to develop comprehensive financial plans tailored to their specific goals, whether focused on retirement planning, investment management, or long-term wealth building. They emphasize a consultative approach to help clients make informed financial decisions.
Yunna Cheung is a financial advisor at Edward Jones holding the AAMS® (Accredited Asset Management Specialist) certification. She serves clients with investment minimums of $500,000 and specializes in personalized financial planning for women investors, business owners, those navigating major life events (divorce, loss of spouse, inheritance), and intergenerational wealth planning. Her office in Las Vegas offers in-person consultations, phone meetings, and web conferencing during business hours.
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.
Ladonna Jackson-Harris is a Primerica Financial Representative serving North Las Vegas and surrounding communities with a full range of financial products and services. She specializes in term life insurance, investments, and savings options designed to be affordable and accessible. Through Primerica, she also offers referrals for auto and home insurance, identity theft protection, legal services, and home security automation, helping clients protect their families and assets while managing their long-term financial goals.
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.
Ntact Retirement Solutions is a Las Vegas-based financial advisory firm specializing in retirement planning and investment management for individuals approaching or in retirement. Founded on the principle of putting clients first, they offer personalized strategies designed to help retirees maximize their income, manage their portfolios, and plan for long-term financial security. Their team works closely with clients to understand their unique goals and create comprehensive retirement plans tailored to individual circumstances.
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.
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.
Cornerstone Financial Partners, Ltd. is an independent financial advisory firm based in Las Vegas serving clients throughout Nevada and beyond. The firm provides comprehensive financial planning, investment management, and retirement planning services designed to help clients build and preserve wealth. With a focus on personalized guidance and fiduciary responsibility, Cornerstone Financial Partners works closely with individuals and families to develop customized financial strategies aligned with their long-term goals.
The Investment Counsel Company of Nevada is an independent wealth management and financial planning firm serving Las Vegas clients with comprehensive financial strategies, investment management, and retirement planning. Founded and operated by experienced financial advisors, they provide personalized guidance tailored to individual financial goals and circumstances. Their independent status means they work in clients' best interests without pressure from sales quotas or product commissions.
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.
Caldera Wealth is an independent financial advisory firm in Las Vegas specializing in comprehensive wealth management, retirement planning, and investment strategies tailored to individual clients. Founded by experienced financial professionals, they focus on personalized service and fiduciary-based guidance to help clients build and protect their financial futures across all life stages.
Wells Capital Group is a Las Vegas-based financial advisory firm specializing in wealth management, investment planning, and financial consulting services. The team works with clients to develop comprehensive financial strategies tailored to their individual goals and circumstances. They focus on providing professional guidance to help clients build and protect their wealth over time.
Charles Schwab is a full-service financial services firm offering investment management, retirement planning, brokerage services, and financial advisory to individual investors. Located in Las Vegas's Summerlin area, Schwab combines self-directed investing tools with access to advisors who can help clients plan for retirement, manage portfolios, and navigate complex financial decisions. They serve both active traders and investors seeking comprehensive wealth management guidance.
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.
Buckley Wealth Management is an independent financial advisory firm based in Las Vegas, serving clients throughout Nevada and the Southwest. They provide comprehensive wealth management, financial planning, and investment management services tailored to help clients build and preserve their wealth. With a focus on personalized service and detailed financial strategy, Buckley Wealth Management works with individuals and families to develop plans aligned with their long-term goals.
Merrill Lynch Wealth Management in Las Vegas offers comprehensive financial advisory services including investment management, retirement planning, wealth strategy, and estate planning. As part of Bank of America's wealth management division, they serve high-net-worth individuals and families seeking sophisticated financial guidance and personalized portfolio management.
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.
Adaptive Wealth Partners is an Ameriprise Financial advisor practice in Las Vegas specializing in comprehensive wealth coordination for successful households and business owners. They provide integrated financial planning across investments, tax strategy, estate planning, and decision-making to identify gaps and create a unified financial picture. Their research-driven approach addresses the complexity that develops as wealth grows, helping clients align multiple accounts, strategies, and professionals into a coordinated plan.
Matthew Fournier is a Financial Advisor with Ameriprise Financial Services in Las Vegas, offering personalized financial planning and investment advice tailored to individual goals and life circumstances. He provides comprehensive financial guidance including retirement planning, portfolio management, and market-based financial strategies designed to help clients navigate changing market conditions with confidence.
Micah Landis is a ChFC and CRPS-certified financial advisor specializing in retirement planning for individuals and small business owners in the Las Vegas area. With credentials in chartered financial consulting and retirement plans, Micah provides personalized guidance on retirement strategies, investment management, and financial planning to help clients build and protect their wealth.
Echelon Point Wealth Management Group is a Morgan Stanley wealth management office in Las Vegas offering comprehensive financial advisory services including investment management, retirement planning, and wealth strategies for individuals and families. The team provides personalized guidance to help clients build and preserve wealth through a range of financial solutions backed by Morgan Stanley's institutional resources and research.
SMA Wealth Management, led by Brad Zucker, is an independent financial advisory firm serving Las Vegas families and business owners. They offer comprehensive wealth management, financial planning, investment management, and insurance solutions tailored to help clients build and protect their financial futures. The firm combines personalized guidance with a focus on long-term wealth strategy.
Asset Preservation Wealth & Tax is the top-ranked financial advisor in Las Vegas with a Lantern Score of 84.34/100 and a 5-star rating from 79 reviews. With 28 years of experience managing over $1 billion in client assets, they specialize in serving pre-retirees, retirees, and high-net-worth individuals seeking tax optimization.
Sheronne King at First Command Financial Advisor (Lantern Score: 81.53/100) is a specialist for military families, with 28 years of Air Force service. She provides comprehensive financial planning specifically designed for active duty military, military retirees, veterans, and military families planning for financial security.
Several top-ranked firms serve retirees and pre-retirees, including MRS Wealth Advisors (Lantern Score: 81.37/100) specializing in individuals 55 and older, Ntact Retirement Solutions (Lantern Score: 77.15/100) focused on retirement income strategies, and Cornerstone Wealth Management (Lantern Score: 84.03/100) offering comprehensive retirement planning for families.
Asset Preservation Wealth & Tax (Lantern Score: 84.34/100) is highly rated for business owners planning estates and succession, and Strategic Wealth Design (Lantern Score: 81.67/100) specializes in comprehensive planning for business owners, dentists, and physicians across Las Vegas and beyond.
Asset Preservation Wealth & Tax (Lantern Score: 84.34/100) specializes in tax optimization for Nevada residents and high-net-worth individuals, while Bauman Wealth Advisors (Lantern Score: 82.04/100) uses their proprietary 'Return on Life' process for coordinated estate and tax planning for pre-retirees and retirees.
None of the 34 financial advisors listed in Las Vegas are open on weekends, so you'll need to schedule appointments during standard business hours.