A densely populated state like Nevada has different types of experienced & certified financial advisors such as fiduciary financial advisors and fee only financial planners making it challenging for you to choose the one that may perfectly meet your financial situation and needs. WiserAdvisor has pre-qualified and selected some of the top qualified financial advisors, independent certified financial planners, financial advisory firms & associations in Nevada and has listed them below with their details such as qualifications, service offerings, and other important information that you could use while searching for financial advisors to best suit your financial and investment goals. Please note that the list of financial advisors mentioned below does not include all vetted advisors as some have not been listed as per their request. They may be available when you use our free match tool to compare up-to 3 financial advisors if they match your specific requirements and preferences.
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.
|List of Qualified Financial Advisors in Nevada|
|Financial Advisor||Office Location||Phone Number|
Nevada Senior Advisors
275 Hill St Suite 210,
Reno, NV 89501
Incline Investment Advisors, LLC
920 Incline Way, Suite 2D,
Incline Village, NV 89451
|Jennifer Davis, CFP
SkyOak Wealth Management, Inc.
410 South Rampart,
Las Vegas, NV 89145
275 Hill St Suite 210,
NV 89501 Phone Number (775) 6742222
Nevada Retirement Planners offers a broad array of Financial Planning services that are custom tailored to help meet your financial goals. Including but not limited to: Active Investment Management Social Security Income Planning Retirement Income Planning Estate Planning Request your Complimentary Consultation Today
Series 6, 7, 63, 66
920 Incline Way, Suite 2D,
NV 89451 Phone Number (775) 8312287
Mr. Parkhill has over 25 years of management experience in the investment business. He is the co-Founder of Incline Investment Advisors, LLC ("IIA") where he serves as Principal and Managing Partner. At IIA he leads the business development and business management of the firm. He is a founding partner of systematic macro investment manager Incline Investment Management ("IIM"). He is registered with the National Futures Association as a Principal and Associated Person of IIM. Mr. Parkhill earned his MBA from Cornell University with concentrations in Finance and Marketing. He received a B.A. in Economics from the University of Manitoba. He has passed the following FINRA exams; Series 3, 6, 7, 30, 63 and 66 and has earned the Chartered Financial Planning (CFP) designation. He currently serves as a is a Trustee for the Washoe County Library System and is a Committee Member to the local Troop 37 of the Boy Scouts of America.
At IIA we take the time to get to know our clients. We try to find out what they are interested in, their family situation, and what their goals are. From there we can help them design an asset allocation solution that best suits their financial picture. We are more than just advisors. We are also the investment managers. Many advisors farm out this critical piece. Instead our team has the experience to build and manage customized investment portfolios. We have our own investment strategies that we can introduce to our clients where appropriate. We look forward to speaking to you if you are interested in building a better plan for you and your family's future.
410 South Rampart,
NV 89145 Phone Number (800) 9718070
Jennifer is the founder and CEO of SkyOak Wealth Management. Jennifer wanted to start her own boutique financial advisory firm since she was in her late 20s. After 20 years working for the large firms of Wall Street, she finally created SkyOak Wealth Management in 2010 with the help and support of her husband, Derek. Jennifer provides customized solutions and a broad scope of institutional and family office services through financial planning, experienced investment management, and insurance by using a team of advisors with different areas of expertise. Jennifer's expertise and passion is counseling and advising individuals and families, especially those that are going through wealth transition or obtaining new wealth that is different than they were accustomed to. During the years that Jennifer worked for Smith Barney and Merrill Lynch, she advised individuals and families from all different levels of wealth status and family dynamics during the tech boom and "IPO to instant wealth" that was common on Sand Hill Road in the middle of Silicon Valley. During that time she was a part of an elite group of advisors who were specially trained in advising Ultra High Net Worth Individuals & Foundations and became one of the Barron's Top Woman Advisors in the country.
We do what we love. We do what is right. The client will always come first. SkyOak is about helping people manage their assets so they can make a difference and touch other people's lives. We are independent, employee-owned, and unaffiliated with any parent company. We provide consultative investment and wealth management services for high net worth individuals and their families in addition to a retirement plan and institutional consulting. SkyOak is a woman-owned independent registered investment advisor or RIA. Founded and led by Jennifer A. Davis, a Certified Financial Planner (CFP®) with over 20 years' experience within the wealth management industry. SkyOak is broken into several divisions. Each division is run by a specialist who focuses solely on their area of expertise but all divisions, as well as our 10 licensed financial advisors and numerous support staff, work as a team to provide you with a customized financial plan and solutions to achieve your goals. As a Registered Investment Advisory firm, we are bound to serve as fiduciaries for our clients. Further, your interest must come first. Our independence and adherence to the fiduciary standard allow us to provide unbiased, conflict-free investment advice. Our primary focus is about protecting your assets by mitigating risk while providing returns to allow you to retire comfortably and pursue your passions.
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Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?