The Best Financial Advisors in Reno

Here is our List of the 10 Reno Financial Advisor
X Vector, Ltd

During each engagement our firm builds a customized road map for clients to reach their financial goals. But just as in flying, stuff happens. Just as your flight plan might require a divert for weather, sometimes the turbulence in life, or a significant event will require diverting a financial plan from the original goals.

As a fiduciary, X Vector has a statutory and moral obligation to act in the best interests of its clients. This does not mean that recommendations from the adviser will always be what the client wants to hear, but to the greatest extent possible, will be conflict-free and unbiased.

We know what it’s like to find out an identity thief has absconded with thousands of dollars from a checking account while traveling three time-zones away. We also know when a salesman is trying to “put lipstick on a pig” to make the sale (i.e., framing a whole life insurance policy or annuity as a “retirement investment”).

Services

  • Understanding the Client’s Personal and Financial Circumstances.
  • Identifying and Selecting Goals
  • Analyzing the Client’s Current Course of Action and Potential Alternative Course(s) of Action
  • Developing the Financial Planning Recommendation(s)
  • Presenting the Financial Planning Recommendation(s)
  • Implementing the Financial Planning Recommendation(s)
  • Monitoring Progress and Updating
11325 Messina Court Reno, NV 89521
American Wealth Management

The advisors at American Wealth Management will help you strengthen your financial health so you can obtain the life experiences that mean the most to you.

Through four simple steps for financial health—goal identification, plan development, strategy selection, and transparent communication—we will work to understand your aspirations and devise a plan that checks every box on your financial to-do list.

Services

  • Financial Planning
    Whether you are looking for a robust plan or a simple plan, our knowledge about saving, budgeting, investing, and more will set you in a direction that supports your financial aspirations and, ultimately, your unique personal goals.
  • Investment Management
    Growing your assets is our focus, but protecting and sustaining your wealth is every bit as important. We use state-of-the-art research and tools to develop diversified portfolios that offer the greatest potential for investment success.
  • Estate Planning
    We will put your mind at ease by determining how to best protect, grow, and transfer your assets when the time comes from both a tax perspective and legal perspective.
  • Risk Management
    Accidents, illness, and other inevitable situations seem to happen when you and your loved ones least expect it. We will help you mitigate unforeseen financial risks by presenting risk-reducing insurance options that suit your needs.
  • Tax Planning
    While we aren’t accountants by trade, we have a deep understanding of how taxes impact you and work closely with tax advisers to offer you expert guidance.
570 Hammill Lane Reno, NV 89511
Aspire Capital Advisors

Whether your goals are specific, short term or long term, our clients come to us because they are looking for support in reaching these goals. Our job is to be accountable. Our team at Aspire Capital is devoted to our clients.

Running a business, planning for retirement or building a legacy to leave to your heirs, Aspire Capital’s talented team of advisors make it their mission to provide you with the tools, education and products to help you get to where you want to be.

At Aspire Capital we pride ourselves on building a team of individuals who continually excel in education, experience and customer service. Our knowledgeable staff and talented advisors work diligently to ensure our clients enjoy the best experience possible.

When visiting our offices, our clients are greeted by our friendly, experienced staff members who are ready to assist with all our clients’ financial service needs. Our team is continuously growing and evolving to better meet the needs of our clients.

Services

  • Individual and Family Client Services
    Aspire Capital is a great match for individuals, families and those approaching or in retirement that need financial planning, insurance and wealth management services.
  • Business Client Services
    Businesses owners and their HR staff can be overwhelmed with changing friends, laws and regulations.
  • Business Client Services
    At Aspire Capital, we believe in helping our clients to understand market volatility, the impact of losses and compounding interest so they are able understand the true potential of their investments.

 

730 Sandhill Rd #320, Reno, NV 89521
Cornerstone

The fiduciary standard is something we have purposefully chosen to uphold. As a Registered Investment Advisor, Cornerstone believes that you have the right to trustworthy, fiduciary-based guidance.

View us as the navigators of your financial life who look at your entire journey and guide you to your best future while utilizing what we have determined are best-in-class resources to achieve your goals.

We are an independent, family-owned and family-operated comprehensive wealth management firm delivering fiduciary-based financial guidance. We believe that investment management is just one of many paths on your journey when it comes to planning for your financial future.

We don’t measure ourselves against other firms or market benchmarks. Our success is defined by measuring ourselves against our clients’ goals, each of which are unique and defined by a client’s story.

In an industry of complexities where investors are often left in the dark, Cornerstone sets out to deliver trustworthy, guidance-based comprehensive wealth management. Always looking at the entire journey, we are committed to guiding our clients to financial freedom.

9628 PROTOTYPE CT. RENO, NV 89521
Legacy Wealth Planning

Legacy Wealth Planning’s mission is to present its clients with complete financial guidance and wealth management services focused on managing & preserving their wealth for themselves and their families.

Whether you are just beginning your financial planning journey or you are looking for a modern approach to managing your wealth we have the Guidance & Management you need.

Legacy Wealth Planning, LLC is an independent financial services group based in Reno, NV with 5 financial advisers and 3 staff/assistants. We were established in March of 2006 with a managing group of 4 partners, all of whom are still active financial advisers in the firm.

We are registered representatives with LPL Financial, regulated by the Financial Industry Regulatory Authority (FINRA) and intend to remain in this capacity. Since it’s necessary as registered representatives to use a broker dealer to facilitate our compliance and trading, we have chosen LPL Financial.

Services

  • Retirement Planning
    With so many different retirement plans to choose from, it can be difficult to determine which will suit your individual goals while working toward your retirement savings.
  • Asset Management
    The LPL Financial Advisors at Legacy Wealth Planning provide investment recommendations and investment strategies, including stocks, bonds, annuities and mutual funds.
  • Education Planning
    We at Legacy Wealth Planning know that one of the top priorities for parents is saving for a child’s education. For professional college savings planning.
10599 Double R Blvd Reno, Nevada 89521
MacLean Financial Group, Inc.

MacLean Financial Group has been dedicated to helping individuals and businesses build, protect and preserve their wealth. Our advisors draw on this heritage of excellence to provide important perspective when counseling investors on their financial management needs.

You deserve the highest standard of care possible. Our advisors value your uniqueness, your history, and your goals. As a fully independent company, we affirm our objectivity and freedom to choose only the solutions that best fit your objectives.

Services

  • Business Financial Planning
    We can help develop plans that uphold your values and protect your company, while striving to achieve a net positive effect for you and your firm.
  • Retirement & Retention Incentives
    Recruiting, retaining and rewarding employees is crucial to your firm’s success. Our benefit plans are built to strengthen employee loyalty.
  • Retirement Plans
    Whether you’re just starting out or are preparing to leave the workforce, our retirement plans will help you approach the future with confidence.
  • Risk Management
    Are you and your loved ones protected? Our comprehensive financial plans provide a variety of services designed to promote the longevity of your family.
  • Financial Independence
    As your financial steward, our goal is simple: to grow and protect your assets. Across a broad spectrum of services, we strive to enhance your financial independence.
  • Estate & Succession Planning
    Our focused approach to wealth management respects the importance of sustaining your legacy and protecting your most foundational values.
1325 Airmotive Way STE 390 Reno, NV 89502
Nevada Retirement Planners

At Nevada Retirement Planners, we believe no two investors are alike. Therefore, in order to help each client meet their financial goals, we base our process on a client focused personalized approach using multiple investment strategies.

Our advice, recommendations, and investment strategies are custom tailored to our clients’ short/long term investment goals, desired return objectives, risk tolerance, time horizon, cash requirements, and tax situation.

With ongoing financial education, continuous communication, and exceptional service, we are committed to developing a lifelong client-advisor relationship.

The Color of Money Risk Analysis assesses your financial picture and provides a roadmap to your overall risk preferences. The output will be a proprietary Color of Money score. This short, interactive analysis is the first step on the road to retirement.

While investment advisors have a fiduciary duty to act in the best interests of their clients at all times, brokerage firms generally are not fiduciaries to their clients and therefore may make decisions that are not in the clients’ best interest.

Services

  • Budgeting and cash flow planning for today, in retirement, or both
  • Risk assessment
  • Wealth transfer planning
  • Education saving/financing
  • Gifting strategies
  • Review/analysis of current life insurance policies
  • Review of long-term care needs
  • Insurance needs assessment and assistance purchasing
  • Tax planning
  • Business succession planning
  • Consulting on other unique projects

 

275 Hill Street, Suite 210 Reno, Nevada 89501
Sage Financial Advisors, Inc.

Financially successful people have generally one characteristic in common, you’re more serious than anyone on the planet about your finances. But dealing with money has several major challenges – you don’t want to ever run out, and decisions can be complicated and emotional. And if that’s not enough, you know that life can be unpredictable.

Securing your financial future means being able to hope for the best, plan for the worst and prepare to be surprised. One of the best ways to prepare your finances is to work with trusted advisors who will be there to help you through life’s ups and downs.

Services

  • Wealth Management
    As asset managers, Sage Financial Advisors work to diversify your investments according to your goals and situation in an effort to 1) earn the required returns, and 2) to smooth out the “ups and downs” of the markets.
  • Business Services
    Helping “serious business builders” gain greater control over their personal finances so that they can focus on maximizing the profitability and efficiencies of their business.
  • Retirement Planning
    When you have a relationship with Sage, we work in concert with you to generate a consistent flow of funds throughout your retirement years while actively minimizing erosion from taxes and inflation.
110 Country Estates Circle, Suite 3 Reno, Nevada 89511
Schultz Financial Group, Inc.

We are a team of innovative wealth managers redefining the approach to wealth management and family office services for high-net-worth families and individuals. Wealth is more than just money, it is a collection of value and meaning across many areas of your life.

We are innovative thinkers and seek to provide strategies on how you can best achieve your lifetime aspirations. We counsel and discuss with you the short- and long-term impact of our recommendations. Our advice is based on our understanding of you and your family.

We engage and guide you through major life milestones – from working years, to retirement, to future generations. We help you manage your ongoing financial affairs, implement your decisions, coordinate with your other advisors, monitor progress, and make new recommendations across all Four Capitals as your life and wealth evolves.

Services

  • Wealth Management
    Our personalized wealth management solutions are designed to protect your assets and maximize your legacy.
  • Investment Management
    We don’t just help you navigate markets; we help you navigate life. We build customized risk-return portfolios for each client so that it fits their unique needs.
  • Family Office Services
    Our family office services are personalized for your individual needs. For families who have more than $20 million in net worth.
10765 Double R Blvd, Suite 200 Reno, NV 89521
Sierra Financial Advisors

You might think that every financial advisory firm is alike, but at Sierra Financial Advisors, LLC we like to believe that everything from our values to our unique approach of educating our clients sets us apart from other firms.

Most people have many different advisors working on various aspects of their finances. Many times, these advisors do not communicate and a financial plan is compromised. At SFA, LLC we will prepare a comprehensive financial plan that addresses all areas of your financial life.

Services

  • FINANCIAL PLANNING
    At SFA, LLC we create a special relationship with our clients by personally meeting with them to understand their individual financial needs and goals.
  • INSURANCE PLANNING
    Insurance is a very important aspect of financial planning and having the wrong type or not enough can have catastrophic effects..
  • INCOME PLANNING
    In today’s financial environment, investors are looking for safety and security but also need a rate of return that keeps pace with inflation and helps meet retirement income goals.
  • RETIREMENT PLANNING
    If you are an employer, you realize the importance of providing your employees with an attractive and effective retirement plan.
  • EDUCATION PLANNING
    No one needs to tell you College is expensive and getting more so every year. American families rank saving for college as one of their most important priorities.
3860 GS Richards Blvd. Carson City, NV 89703

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