Top financial advisors in Gardnerville Ranchos, NV
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you're navigating financial decisions in Gardnerville Ranchos, NV, you might be facing unique tax considerations since Nevada has no state income tax but relies on sales and property taxes. A common mistake is assuming "no state income tax" means low overall taxes, which can lead to unexpected liabilities.
- Federal tax focus. Confirm how the advisor plans around federal income tax, since state income tax isn't a factor here.
- Sales and property tax awareness. Ask how they incorporate Nevada's reliance on sales and property taxes into your overall financial plan.
- Entrepreneur-friendly strategies. If you own a business, check how they leverage Nevada's business-friendly policies to your advantage.
- Experience in local market. Look for advisors familiar with Gardnerville Ranchos' economic environment and tax landscape.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Henry M
Series 63, Series 65
Gardnerville, NV
Heinz Global Asset Management, Inc.
Henry Molloy offers extensive experience with 28 years in the industry and specializes in active portfolio management, making him well-equipped to address the unique tax and investment considerations in Gardnerville Ranchos, NV. As an independent advisor serving high-net-worth clients through Heinz Global Asset Management, he provides discretionary asset management with tailored portfolios and regular supervision, distinguishing him from others by combining fundamental and technical analysis.
Experience: 28 years
Avg account: $1,107,143
-
Michael N
ChFC®, Series 66
Gardnerville, NV
Edward Jones
Michael Nolting's eight years of experience and ChFC® designation equip him to address retirement income and wealth transfer strategies relevant to Gardnerville Ranchos' tax environment. Working with Edward Jones, a large firm managing over $1 trillion in assets, he offers a comprehensive wealth management approach with an annual program fee up to 1.35%, suitable for clients including retirees and business owners.
Experience: 8 years
Avg account: $246,728
-
Steven L
CFP®, Series 63, Series 66
Gardnerville, NV
LPL Financial
Steven Lakso's 24 years of experience and CFP® certification equip him to address the unique tax landscape of Gardnerville Ranchos, including federal tax planning and business owner retirement plans like SEP and solo 401(k). Affiliated with LPL Financial, a large firm offering flat-fee financial planning and in-house research support, he serves diverse clients including business owners, which may provide broader resources compared to smaller local advisors.
Experience: 24 years
Avg account: $399,489
-
Leslie D
CFP®, Series 63, Series 65
Gardnerville, NV
Commonwealth Financial Network
Leslie Day's 36 years of experience and CFP® certification equip her to navigate Gardnerville Ranchos' unique tax environment, including federal tax planning and wealth management strategies. Affiliated with Commonwealth Financial Network, a large firm offering discretionary portfolio solutions, she provides flat-fee consulting options and specializes in passive and active investing, setting her apart from advisors with narrower focuses or different fee structures.
Experience: 36 years
Avg account: $568,323
-
Jack L
Series 63, Series 65
Gardnerville, NV
Options Best Financial
Jack Liu offers 18 years of experience in Gardnerville, NV, specializing in options and derivatives strategies with active portfolio management, which can address complex tax considerations in Nevada's unique environment. His firm, Options Best Financial, focuses on high-net-worth clients with discretionary portfolio management and a 1.25% AUM fee, managing a small number of accounts totaling around $3.5 million, allowing for personalized investment strategies.
Experience: 18 years
Avg account: $1,166,667
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular in Gardnerville Ranchos, NV
Find advisors by type
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")