The Best Financial Advisors in Henderson

Here is our List of the 10 Henderson Financial Advisor
Build a Better Financial Future, LLC

Build a Better Financial Future, LLC was created with the mindset that people are unique and require individual attention. I will work with you to understand your individual situation and develop a customized plan that suits your individual needs and goals.

Whether you need retirement planning, debt management help or planning to save for a home, college education, or a vacation (yes, you’re allowed to take a vacation and you should budget for these too!), or any other goal in your life, you should have a written plan with specific numbers and dates as to when you want to achieve these by.

That’s where I come in. I’m here to listen to your goals and aspirations and work with you to make a plan to help you get there. I also have to have the courage to tell you if you’re steering off course, but I’ll be gentle, I promise.

  • Simplicity
    No fancy jargon, get financial planning in simple terms.
  • Clarity
    Get clarity around your money with clear actionable steps.
  • Ongoing Planning
    Life will happen, get ongoing support throughout the entire year and as life events occur.
  • No Pushy Sales
    I don’t sell any products. As a Fee-Only advisor, my compensation comes directly from my clients in an easy to understand & transparent fee schedule.
  • Fiduciary
    A fancy word for stating that I will always uphold your interests and needs first.
  • No Investment Minimums
    Unlike “traditional” financial planners, you don’t need to have a large sum of money to invest in order for us to work together.
2831 Saint Rose Parkway Suite 200 Henderson, NV 89052
Capstone Capital

Capstone Capital is an independent SEC registered investment advisor founded in 2002 by Ron Leavitt and Jeff Burr in Henderson, Nevada. We provide fee-based wealth management services to individuals, families, and small business owners throughout the United States.

As independent advisors we are not beholden to any mandates or sales quotas from other investment companies. Therefore, we are free to recommend only what is in your best interest, in a true fiduciary capacity.

We pay close attention to your needs and respond promptly and courteously to your requests. We answer your financial questions with respect and take the hassle out of wealth management.

We honor the sacred trust you place in us to protect your wealth and always do what’s right for you. We follow through on our commitments and treasure our long-term partnership with you.

We listen carefully to understand your goals and concerns before developing solutions. We understand how markets work and communicate in simple, direct terms to give you clarity and confidence.


  • Retirement
    Exiting the workforce can be both exciting and scary. We can help set you on the right foot as you step into retirement.
  • Business
    If you plan to sell your business, how can you know when is the right time and the best way to go about doing it?
  • Inheritance
    Figuring out what to do with the assets of a loved one who has passed away can be very stressful. We can help.
2600 Paseo Verde Pkwy, Ste 150 • Henderson, NV 89074
Cornerstone Wealth Management

At Cornerstone Wealth Management, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.

Cornerstone Wealth Management works with each client to help them create and execute a sound financial plan, based on their unique needs, to help them reach their financial goals. We’re here to help you feel confident in your financial future. If you’re ready to find “Your Best”, fill out the form to the right to request your no obligation complimentary review.

Here come the holidays and everything that goes with them – traveling, cooking, buying gifts, and of coarse, spending time with the people we love. Your holidays might look a bit different this year and so might your financial situation.

Even though it’s a busy time of year when finances can end up taking a back seat to decorating and wrapping presents, it’s important to take the time to make an end of year financial checklist.

One of the most common financial concerns for those preparing for retirement is if they will have enough money to last them the rest of their lives. If you’re at or near retirement, you may find one of our financial workshops helpful in addressing these concerns so that you can feel more confident in your retirement plan.

1368 Paseo Verde Parkway Suite 100 Henderson, NV 89012
Desert Crest Financial

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

Our Philosophy
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.

Our Process
A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.


  • Asset Management
    You and your family (partner, spouse) work hard to accumulate assets over a lifetime. The hope is that, when the time comes for you to leverage those assets, they’ll be there for you to benefit from.
  • Insurance Planning
    If there’s one thing certain about life – it’s the uncertainty that living it brings. The best laid plans can sometimes come to naught!
  • Women In Transition
    From career-woman to wife/partner, and from caring mom to single-motherhood, separation and divorce – women go through more transitions during a lifetime than most of us realize.
  • Financial Planning
    Many individuals confuse financial planning with general savings and investing advice.
50 So. Stephanie St. Ste. 102 Henderson, NV 89012
Flanagan Financial Services

At Flanagan Financial Services, we focus on the fundamentals of Financial Planning and Asset Protection. Our primary goal is to protect our clients from the adverse consequences of inadequate or inappropriate financial strategies.

It has been our experience that the greatest financial blunders are a direct result of uncoordinated planning. Financial planning encompasses many professional disciplines from insurance and investments to tax matters and legal issues.

Our process is designed to define and prioritize the financial concerns of our clients, quantify and evaluate the risk/return characteristics of those concerns and ultimately provide focused strategies to resolve those concerns.

We emphasize a team dynamic, and through our comprehensive network of ancillary professionals and service providers, we obtain input from area specialists. This assures that all financial matters are considered thoroughly and diligently.


  • Financial Planning for Businesses and Individuals
  • Qualified Plan Design and Consultation
  • Business Continuation Planning
  • Non Qualified Benefit Plans
  • Retirement Distribution Planning
  • Estate conservation
  • Charitable Planning
  • Inheritance Strategies
1522 W. Warm Springs Rd. Henderson, NV 89014
Guida & McCubbin Financial Consultants

We act in a fiduciary capacity for our investment advisory clients. We align client and firm interests so there is never a conflict. If a client wants to purchase an investment that is not typically held in a fee-based, advisory account (annuity, municipal bond, etc.), we can arrange the purchase in a separate account.

Many financial institutions still sell products with high commissions and hidden charges. Fee-based accounts do not pay commissions, hence a fiduciary relationship exists. No matter how small the account started at our firm, the investments will not carry a commission or hidden expense.

While many investment advisors focus solely on individuals in or approaching retirement, our office also specializes in working with young professionals. Whether you have just graduated college, are a young manager, or a fledgling business owner, we will partner with you to help you understand the investment process, and provide guidance when it comes to investment options and products.


  • Individuals
    We help young and established professionals set their financial goals, build their wealth, and plan for a prosperous future.
  • Businesses
    We provide businesses with essential services for their employees – Retirement Planning, Group Health and Life Insurance
  • Complimentary Services
    Committed to helping individuals and their families navigate the complexities of personal finance.


2625 Wigwam Parkway Suite 100 Henderson, NV 89074
Safe Money Advisors, Inc.

At SMA Wealth Advisors, Inc. we work exclusively with retirees, educating and assisting them with their particular financial needs so they can keep more of their hard-earned money and never worry about outliving their income.

Our primary focus is preserving and shielding our clients’ wealth and assets through education and quality planning. We are experienced, responsive, and understand your need for integrity and transparency.


  • Retirement Planning
    Retirement income plans are not just for the wealthy. As you near retirement, the traditional strategy has been to move growth-seeking products to more conservative fixed-income products.
  • Wealth Accumulation
    Time doesn’t stand still, and neither does money. That’s why you can use time to your advantage when investing for wealth accumulation. The longer you invest, the more time your money has to compound interest.
  • Asset Protection
    In recent years, we’ve seen that aggressive and conservative products, both domestic and global, can move in tandem with one another. In other words, we have experienced market scenarios in which there is very little safety anywhere—even for diversified portfolios.
  • Tax Planning
    In the US, we have entered an environment of rising taxes. That’s why it’s important now, more than ever before, to incorporate tax planning into your portfolio and all of your financial decisions.
2831 Street Rose Pkwy 2nd floor Henderson, NV 89052
Select Wealth Advisers

Select Wealth Advisers was founded with the goal of assisting our clients in every aspect of their financial lives. We strive to provide our clients with an extensive wealth design service through a personal and relaxing process that is specifically designed to aid clients in finding comfort, satisfaction, and confidence with their financial future.

At Select Wealth Advisers, we help develop investment plans that can be followed with confident through market ups and downs. Our track record as a provider of investment services to individuals and institutions shows our strategic focus is dedicated to providing unmatched client service.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.


Comprehensive Financial Planning

  • Retirement and Income Planning
  • Estate Planning Fundamentals
  • Life/Disability Insurance
  • Gift Planning
  • Tax Efficient Investing
  • Executive Advisory Services
  • Stock Option Planning
  • 401k Implementation & Management
  • Education Funding
  • Charitable Planning

Portfolio Management

  • Individually-designed asset-allocation strategies
  • Institutional quality investments with no sales commissions and low expenses
  • Diversified mix of actively and passively managed mutual funds
  • Rigorous money-manager selection to maximize risk-adjusted returns and minimize fees
  • Bond portfolios structured for individual tax and cash-flow requirements
  • Customized alternative investment strategies
  • Customized strategies for low-basic stock holdings
  • Portfolio performance reporting specific to each individual client’s objectives
2450 St. Rose Parkway Suite 210 Henderson, NV 89074

We have listed the Top 10 Financial Advisor in each capital city based on our selection criteria