Top financial advisors working with retirees in Gillette, WY
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.
When you’ve retired and are managing your income streams, it’s crucial to plan for how long your savings need to last and how to handle unexpected expenses. Without a focus on retirement-specific challenges, advisors might overlook how to balance income, taxes, and legacy goals effectively.
- Income sustainability. Ask how they model your spending and income sources to avoid running out of money.
- Federal tax planning. Since Wyoming has no state income tax, confirm how they optimize your federal tax situation, including Social Security and investment income.
- Estate and trust expertise. Wyoming’s favorable trust laws can impact your legacy plans; check their experience with trusts and asset protection.
- Property and sales tax awareness. Understand how they incorporate local taxes into your overall retirement budget.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Nita R
CFP®, Series 63
Gillette, WY
LPL Financial
Nita Rieniets brings 39 years of experience and CFP® certification, making her well-equipped to address retirement income sustainability and tax planning for retirees in Gillette, WY. Affiliated with LPL Financial, a large firm offering diverse financial planning and asset management solutions, she provides flat-fee financial planning and consulting, which may appeal to retirees seeking transparent fee structures and seasoned expertise.
Experience: 39 years
Avg account: $399,489
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Katrin W
ChFC®, Series 66
Gillette, WY
Edward Jones
Katrin Wagner specializes in retirement income strategy and estate planning, making her well-suited to address retirees' needs in Gillette, WY. With six years of experience, ChFC® designation, and backing from Edward Jones—a large firm managing over $1 trillion in assets—she offers a comprehensive approach including charitable giving and wealth management, supported by a broad advisory network.
Experience: 6 years
Avg account: $246,728
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Madison R
Series 65, Series 63
Gillette, WY
Eagle Strategies (NY Life)
Madison Robidart specializes in retirement income strategy and plans for business owners, making her well-suited to address retirees' income sustainability and tax planning in Gillette, WY. Affiliated with Eagle Strategies, a large firm offering tiered fees and ongoing subscription agreements, she combines personalized planning with access to model portfolios and third-party managers, distinguishing her from advisors with smaller practices or less diverse service options.
Experience: 5 years
Avg account: $235,446
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Matthew H
Series 66
Gillette, WY
Cetera
Matthew Hines specializes in retirement plans for business owners and charitable giving, making him well-suited to address retirees' income sustainability and tax planning in Gillette, WY. His flat-fee structure and affiliation with Cetera, a large firm offering diverse portfolio management and fiduciary solutions, differentiate him from others by combining personalized fees with broad institutional support.
Experience: 3 years
Avg account: $306,089
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Joshua P
Series 63, Series 65
Gillette, WY
Tlg Advisors, Inc.
Joshua Pierce is well-equipped to assist retirees in Gillette, WY, with a decade of experience and expertise in wealth management, estate planning, and active portfolio management. His firm, TLG Advisors, Inc., offers flat-fee options and manages $2 billion in assets, providing comprehensive financial and estate planning services that include a unique direct-to-consumer investment program, distinguishing him from other local advisors.
Experience: 11 years
Avg account: $430,112
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