The Best Financial Advisors in Las Vegas

Let us help you find the best financial advisor for your needs.

Here is our List of the 10 Las Vegas Financial Advisor

Bauman Advisory Group, LLC

Bauman Advisory Group, LLC, a State Registered Investment Advisor serving Las Vegas, Nevada and surrounding retirement communities with Asset Management. Our mission is to empower you to safely navigate through today’s complex financial world giving you “peace of mind” in retirement. Our plans are customized to fit your needs today and into tomorrow.

At Bauman Advisory Group, LLC, we embrace our role as a fiduciary for our clients, always acting with your best interest in mind. While many financial services professionals focus on products, our experience shows your needs are best met by focusing on processes, strategies, and most importantly, people.

Our goal at Bauman Advisory Group, LLC is to help our clients work towards their financial dreams by offering creative solutions through an open and transparent process utilizing both financial and insurance* solutions to achieve financial independence. Making strong commitments to our clients and building life-long relationships are tenets of success at Bauman Advisory Group, LLC.

Services

INCOME PLANNING
INVESTMENT MANAGEMENT
LEGACY PLANNING
SOCIAL SECURITY MAXIMIZATION
TAX PLANNING

3425 Cliff Shadows Parkway Suite 130 Las Vegas, NV 89129

Beacon Financial Group

David Greene of Beacon Financial Group serves the Henderson, Nevada and Great Las Vegas area taking each piece of the financial planning puzzle and looking at the impact one has on another for each individual client. We answer questions like… How will maximizing your Social Security have an effect on your personal assets. How can we preserve your assets from a health or long term care perspective.

Investments, Insurance, Pensions, Social Security, Long Term Care, Annuities: these are all just separate pieces of a very complex puzzle. No one can do a good job for you without factoring in and showing you how they all fit together in your financial plans.

Seniors, business owners and corporate executives have benefited from using his advice to avoid mistakes others make. Even professional sports figures have turned to Dave for investment and tax advice to better protect their retirement dollars. In addition to distribution planning, his specialties include pre- and post-retirement planning, money management, investment advisory, wealth accumulation, tax-reduction strategies, and financial education speaking engagements.

Services

Cash Flow Planning
Retirement Analysis and Planning
Investment Strategies
Investment Management
Long Term Care Analysis and planning
Social Security Analysis and Maximization
Pension Maximization
Tax Preparation
Baby Boomer Planning (Specific planning for us in the Baby Boomer generation)
Insurance analysis and planning
Financial Education Seminars

8275 S. Eastern Ave. Suite 200, Las Vegas, Nevada 89123

Cornerstone Financial Partners, LTD

We want to help you achieve your short-term financial goals today, while working toward your long-term goals for the future.

Cornerstone Financial Partners has been working with friends and neighbors throughout the greater Las Vegas area to help meet their financial goals through the use of insurance and investment products.

Our mission is, through an educational process, to help guide our clients to plan, protect and provide for their financial future. We accomplish this by utilizing insurance and financial instruments.

Our Focus

Retirement Planning
Wealth Accumulation
Annuities
Life Insurance
IRA & 401(k) Rollovers

Resources

Constantly keeping you in the know. View our resources page to stay updated on the latest financial news and media.

Upcoming Events

View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events.

Financial Services

Retirement Planning
Wealth Accumulation
Asset Protection
IRA Legacy Planning
Life Insurance
Income Planning
IRA & 401(k) Rollovers

9960 W. Cheyenne Ave., Suite 210 Las Vegas, NV 89129

Kingsbridge Wealth Management, Inc.

Kingsbridge Wealth Management, Inc. is a registered investment advisor that manages alternative investment funds, including the Kingsbridge Alternative Strategies Fund, LP. The firm was founded in 2008 and the Kingsbridge Alternative Strategies Fund, LP was launched in 2009.

“At Kingsbridge, we are focused on investing in alternative strategies, where there is a strong demand for capital, where the capital is used to solve a problem we understand, and where there is adequate compensation for risking our capital.”

The Kingsbridge Alternative Strategies Fund invests in structured Home Equity Contracts, which offers the Fund’s investors exposure to one of the most stable, hard to access, asset classes in the United States, owner-occupied single-family residential real estate.

Innovative Strategy
Innovative structured product investment strategy
Low Correlation
Low correlation to public market equity or debt
Inflation Hedge
Positive correlation to inflation
Recession Mitigation
Built-in structural downside protection averaging 18%
Home Equity Contracts
Pure play investment vehicle focused on Home Equity Contracts
Track Record
Strategy Track Record inception 2016

1140 N. Town Center Drive Suite 340, Las Vegas, NV 89144

Redrock Wealth Management

You worked, you saved, you made it to retirement . . . What now? Now the real work begins because once you retire you can’t earn it again!

Most retirees won’t enjoy the retirement they dreamed of for fear of dying broke. They travel, spend, and enjoy less than they could because they don’t have the time, skill, and desire to create and execute a masterful retirement plan.

Redrock Wealth Management was founded by Greg Phelps, CFP®, AIF®, CLU®, AAMS® in 2005 as one of Las Vegas’ first fee-only fiduciary financial advisors. Prior to Redrock, he spent 10 years in the financial industry with Goldman Sachs, Morgan Stanley, and the 5th largest multi-national accounting firm, RSM McGladrey.

LIVE THE RETIREMENT YOU DREAMED OF
We’ll design a plan to maximize your retirement dreams, squeezing every last dime from your finances to reach them.

STOP WORRYING ABOUT MONEY
We’ll plan for the best but prepare for the worst, alleviating the worry and stress other retirees suffer daily.

FIND FINANCIAL “PEACE”
Creating and implementing your plan is only half the battle. We regularly monitor and manage your plan results to help ensure you stay on track.

Services

Retirement Architect
Retirement Blueprint
Hourly Financial Planners
Investment Planning

9484 W Flamingo Rd #205 Las Vegas, NV 89147

Safe Money Advisors, Inc.

At Safe Money 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. As an independent financial advisory firm, we have access to compare all investment products to objectively determine the best fit for our clients. We take pride in protecting those funds for our clients’ intended use.

Services

Income Planning
Thanks to new prescription drugs and medical technology, people are living longer than ever before. However, one drawback to a longer life is the greater possibility of outliving your savings – creating all the more reason to develop a retirement income plan designed to last a longer lifetime.
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. This may have worked fine back when retirement was only expected to last five to ten years.
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.
Life Insurance
Life insurance isn’t for those who have died—it’s for those who are left behind. When shopping for life insurance, consider needs such as replacing income so your family can maintain its standard of living, as well as paying for your funeral and estate costs

6900 Westcliff Drive Suite 700 Las Vegas, NV 89145

Sparrow Wealth Management

Ready to partner with a financial advisor who is genuinely invested in your unique story and life goals?

At Sparrow Wealth Management we empower people to take control of their financial lives and live authentically.We provide low-cost investment management and fee‑only financial planning services.

Based in Hermosa Beach, CA, we harness the flexibility of virtual and remote technology to serve a diverse set of clients nationwide.Whether you’re a business, established family, new couple, or someone who feels the finance world has made you invisible, we embrace inclusivity and respect across all walks of life.

Don’t put off fulfilling your financial peace any longer. Live a life of freedom.Unlike commission and fee-based advisors, we do not accept compensation or financial incentives that bias our recommendations.

We act as a trusted fiduciary by putting your best interests first.

Services

INVESTMENT MANAGAMENT
We offer low-cost investment management services for clients nationwide based on our investment philosophy. Our investment management begins with establishing your personal and financial goals, investment objectives, investment time horizon, and risk tolerance.
FEE-ONLY FINANCIAL PLANNING
Sparrow Wealth Management offers comprehensive, fee-only financial planning services, which include a detailed review of your unique personal and financial goals, cash flow analysis, tax planning, education planning, retirement planning, insurance analysis, estate planning, and investment evaluation.

PO Box 371676 Las Vegas, NV 89137

Strategic Wealth Advisors

No one can be an expert in all areas of the financial arena. Our area of expertise is helping clarify the purpose of your wealth and developing a strategy to accomplish your personal desires.

We have access to 29 different portfolio managers to provide investments and grow your wealth. We have access to top tier insurance companies to protect your wealth. And provide uninterrupted cash flow for life.

Your goals and objectives expressed as the purpose of your money becomes the basis for preparation of your financial plan.We analyze the financial information provided and couple it with the purpose of your money to create a strategy that will accomplish your vision.

We know it takes a lot to earn your client’s trust and we know that one bad referral can make that client lose your trust. Your clients will know that customer service is paramount to us. They’ll be happy we’re working as a team to help them with their goals.We collaborate with attorneys, CPA’s and others who are dedicated to protecting your wealth building and protecting clients wealth.

Services

Professionals
Estate planning, Business continuity planning, buy-see agreements, Business planning, and much more

Individuals
We’ll go over your specific goals, dreams, and aspirations to find out the best financial plan for you.

Advisor Support
We collaborate with attorneys, CPS’s, actuaries, investment advisors, and much more.

8675 S. Eastern Ave Las Vegas, NV 89123

Summit Portfolio Management

Summit Portfolio Management is an independent financial advisory firm located in Las Vegas, Nevada that provides financial advice based on Nobel Prize winning research. We are a fee-only wealth management consulting firm that represents the interests of high net worth individuals, fiduciaries of qualified plans and trusts.

Our advisory service differs significantly from most financial services firms. As a fiduciary we are legally bound to provide objective advice and a broader range of financial options without the conflicts of interest commonly associated with investment product purveyors or traditional investment advisory firms.

The most important investment decision you can make is who to trust to best invest and manage your life savings. In order to understand the importance of this question, investors must understand the significant difference between traditional stock brokers and Registered Investment Advisors, (RIAs).

Services

PORTFOLIO ANALYSIS
We do an in-depth assessment of your current portfolio to determine current exposure to risk and to identify areas of opportunity.
INVESTMENT MANAGEMENT
Summit employs sophisticated techniques to build portfolios designed to deliver the highest return within each clients’ accepted level of risk.
FINANCIAL PLANNING
Our goals based financial planning process is designed to help our clients create a road map for achieving their lifetime goals.

410 South Rampart Blvd., Suite 390 Las Vegas, NV 89145

Barnett Financial Partners

At Barnett Financial Partners, we help successful individuals and families create, execute and monitor investment plans. These plans include the setting and monitoring of retirement goals, projections for educating children and/or grandchildren, and plans for transitioning wealth most effectively to families and their heirs. These are the core components combined with many other planning tools that allow us to tailor our efforts to the needs of the individual client.

Our clients share in the realization that by coordinating and managing today’s financial decisions, they can be in a better position to achieve their goals for tomorrow. They are individuals and businesses who expect excellence and have made a firm commitment to achieving it themselves. Our clients place a high value on our trusted advice and guidance in helping them manage their financial affairs. We strive towards a mutually beneficial, long-term relationships that places a premium on our team’s services in meeting the clients’ needs and simplifying their lives.

Our philosophy is to provide our clients with the highest level of service and technical knowledge in the management and preservation of wealth. Our passion is to make a difference in the lives of the people we serve. The entire team at Barnett Financial Partners, Inc., is committed to this philosophy.

407 Blondeau St, Keokuk, IA 52632

The Best Financial Advisors in Las Vegas

Let us help you find the best financial advisor for your needs.

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

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