Fiduciary advisors in Nevada

Henderson, Nevada

LAUNCH Retirement is a Henderson-based advisory firm specializing in retirement planning, with a service framework addressing income planning, tax efficiency, estate planning, and healthcare considerations. The firm offers comprehensive financial planning, portfolio management, and tax optimization strategies, led by Managing Director Brian McConnell (MBA, Kelley School of Business) and Financial Advisor Phil Burruel (Bachelor of Science in Finance). The practice emphasizes written financial plans to guide clients' retirement income decisions across multiple sources including Social Security, pensions, and investment portfolios, while addressing risk management and legacy planning.

Henderson, Nevada

Kore Wealth Management is an independent wealth management and financial planning firm based in Henderson, Nevada, operating for over 20 years. The firm is led by Alexi Howie (CFP®, CDFA®) and Kyle Price (CFP®), both of whom operate as fiduciaries and provide services including retirement planning, comprehensive financial planning, investment management, estate planning, college funding, tax-efficient strategies, and specialized support for divorce-related financial decisions. The firm works with business owners, families, and individuals across various backgrounds, following a four-step process of initial consultation, customized plan development, implementation, and ongoing account monitoring.

Henderson, Nevada

White Aspen Capital is a Registered Investment Advisor and fiduciary firm based in Henderson, Nevada, offering financial planning, investment management, and insurance analysis. The firm provides comprehensive planning services including retirement projections, education savings strategies, tax-efficiency analysis, estate planning review, and portfolio management across stocks, bonds, mutual funds, ETFs, annuities, hedge funds, and private equity. The firm also assists with employer retirement plans such as 401(k)s and SEP IRAs, disability and life insurance assessment, and long-term care coverage evaluation.

Incline Village, Nevada

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Incline Village, Nevada. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance.

Incline Village, Nevada

Abundance Wealth Solutions is an investment advisory firm in Incline Village, Nevada. Services include Financial Planning. The firm specializes in Retirement Planning and Small Business. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 6 Google reviews.

Las Vegas, Nevada

Signature Wealth & Tax is an investment advisory firm in Las Vegas, Nevada. Services include Insurance Analysis and Tax Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 3 Google reviews.

Las Vegas, Nevada

Asset Preservation Wealth & Tax, Financial Advisors is an investment advisory firm in Las Vegas, Nevada. Services include Estate Planning, Financial Planning, Investment Management, and Retirement Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 26 Google reviews.

Las Vegas, Nevada

Independent RIA

Link Financial Advisory is an independent registered investment advisor in Las Vegas offering investment management, retirement planning, and wealth management services. The firm is led by Certified Financial Planner professionals and operates under a fiduciary standard, integrating retirement projections, tax strategy, estate planning, and insurance coordination into client financial plans. Services include annuity solutions, 401(k) plan design, and income planning for retirees, with advisors working collaboratively with clients' tax and legal professionals.

Las Vegas, Nevada

Dynamic Financial Advisors - Las Vegas is an investment advisory firm in Las Vegas, Nevada. Services include Financial Planning. The firm specializes in Retirement Planning and Investment Management. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Las Vegas, Nevada

Imagine Financial Group, LLC is a Las Vegas-based firm offering investment management services along with education in secured assets, self-directed solo 401(k)s, retirement plans, and insurance products. The firm is led by Gerard Magee (MBA, Series 65), who serves as Chief Operations Officer and principal of Imagine Advisors, LLC, alongside Chief Product Officer Ben Williams, who brings over 20 years of experience in self-directed employer retirement accounts and real estate investment strategies. The leadership team combines expertise in financial services, securities, and retirement plan administration with a focus on enabling business owners and investors to make informed financial decisions.

Las Vegas, Nevada

American Retirement Advisors is an investment advisory firm in Las Vegas, Nevada. Services include Financial Planning and Insurance Analysis. The firm specializes in Insurance Planning. Service options include online appointment booking. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Las Vegas, Nevada

Bauman Wealth Advisors, founded by Todd Bauman, is an SEC-registered investment advisor in Las Vegas offering financial planning, investment management, and tax planning services. The firm staffs CFP® professionals and real estate specialists, operating under fiduciary obligation to clients. It serves families planning for retirement and related life decisions through a consultative planning process.

Las Vegas, Nevada

Strategic Wealth Design is an investment advisory firm in Las Vegas, Nevada. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Advisory services are available in English and Tagalog. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 26 Google reviews.

Las Vegas, Nevada

Insurance-Based

Northwestern Mutual is an insurance-based firm in Las Vegas, Nevada. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. It holds a 3.6-star rating from 24 Google reviews.

North Las Vegas, Nevada

Battle Born Financial Advisor & Health Insurance Brokerage is an investment advisory firm in North Las Vegas, Nevada. Services include Financial Planning, Insurance Analysis, and Retirement Planning. The firm specializes in Debt Management and Insurance Planning. Service options include onsite meetings and online appointment booking. The office has a wheelchair-accessible entrance. The office is open four days a week.

Reno, Nevada

Insurance-Based

Financial Advisor - Ronette Santos, CFP: Northwestern Mutual is an insurance-based firm in Reno, Nevada. Services include Financial Planning, Insurance Analysis, Investment Management, and Retirement Planning. The firm specializes in Insurance Planning and Wealth Management. Its advisors hold CFP credentials. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Reno, Nevada

Wealthspire is an investment advisory firm in Reno, Nevada. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 3 Google reviews.

Reno, Nevada

Fee-Only

Alchemy Wealth Management is a fee-only fiduciary firm in Reno, Nevada specializing in retirement planning, investment management, and tax planning for clients typically age 50 and older with $1 million or more in investable assets. The firm integrates income strategy, investment allocation, and tax coordination to help clients transition into and through retirement, and offers ongoing plan reviews as circumstances and regulations change. Led by Chief Financial Planner Ryan Nelson MBA, the practice serves families seeking coordinated guidance rather than commission-based or one-time advisory relationships.

Reno, Nevada

The Bernard Wealth Management Group is an investment advisory firm in Reno, Nevada. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Reno, Nevada

Sierra Management Group is a Reno-based wealth management firm offering investment management, estate and retirement planning, and tax consulting services. The firm integrates tax preparation and financial advisory under one roof, serving individuals and organizations across various life stages with a personalized approach based on client goals and risk tolerance. Located at 5255 Longley Lane in Reno, the firm emphasizes detailed client understanding and long-term advisory relationships built on transparency.

Reno, Nevada

Carson Wealth is an investment advisory firm in Reno, Nevada. Services include Estate Planning and Retirement Planning. The firm specializes in Investment Management and Wealth Management. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. The office is open five days a week.

Reno, Nevada

MC2 Wealth Solutions LLC is an investment advisory firm in Reno, Nevada. The office has a wheelchair-accessible entrance. The office is open five days a week.

Reno, Nevada

Sanchez Gaunt Capital Management offers financial planning, retirement strategy, and investment management from its Reno, Nevada office, leveraging a combined 50+ years of advisor experience. The firm's process begins with a discovery meeting to understand client circumstances and goals, followed by a customized financial plan, account onboarding, and ongoing reviews at 90 days and annually. Clients access account information and documents through a secure client hub and can request guidance on topics including retirement, estate planning, career transitions, and major financial decisions.

Reno, Nevada

Creative Planning is an investment advisory firm in Reno, Nevada. Services include Estate Planning, Financial Planning, Insurance Analysis, and Investment Management. The office has a wheelchair-accessible entrance. The office is open daily.

Reno, Nevada

Wolf Pack Wealth, based in Reno, Nevada, offers retirement planning, financial plan design, estate planning, and insurance solutions. Founded by Mike Affinito, a Certified Retirement Planner (CRPS) and registered investment advisor with 8 years of industry experience, the firm serves clients across various demographics. The firm operates as an independent advisory practice and maintains a 5-star rating on Google.

Reno, Nevada

MacLean Financial Group is an investment advisory firm in Reno, Nevada. Services include Financial Planning and Insurance Analysis. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3-star rating from 4 Google reviews.

Reno, Nevada

Truckee Financial Group is an investment advisory firm in Reno, Nevada. Services include Financial Planning and Retirement Planning. The office has a wheelchair-accessible entrance. The office is open seven days a week, including weekends. It holds a 5-star rating from 4 Google reviews.

Reno, Nevada

Insurance-Based

Richard Green, Financial Advisor - Eagle Strategies is an insurance-based firm in Reno, Nevada. Services include Financial Planning and Insurance Analysis. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Reno, Nevada

Trident Capital Advisors, based in Reno, Nevada, offers financial planning and investment management services. The firm is led by Scott Albright, who holds over 18 years of experience in the financial industry and maintains securities licenses (Series 63 and 66) and a Nevada state insurance license. The practice emphasizes a straightforward, fundamentals-focused approach to portfolio construction and addresses wealth management topics including estate planning and insurance planning.

Reno, Nevada

Insurance-Based

Northwestern Mutual is an insurance-based firm in Reno, Nevada. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Reno, Nevada

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Reno, Nevada. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.