Top financial advisors in Henderson, 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 building wealth in Henderson, NV, you might be navigating federal tax planning without the complexity of state income tax. A common mistake is overlooking how sales and property taxes impact your overall financial picture, which can affect your long-term goals.
- Federal tax focus. Confirm how the advisor integrates federal tax strategies with Nevada's unique tax environment, including sales and property taxes.
- Entrepreneurial insight. Ask about experience working with business owners, since Nevada's policies attract many entrepreneurs.
- Investment location strategy. Discuss how they recommend placing assets across accounts to optimize tax efficiency without state income tax considerations.
- Long-term tax impact. Ensure they consider how changes in federal tax laws could affect your retirement and estate plans.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Jeffrey K
Series 63, Series 65
Henderson, NV
LPL Financial
Jeffrey Kinsler in Henderson, NV, offers expertise in wealth management and retirement plans for business owners, aligning well with the needs of entrepreneurs navigating federal tax planning without state income tax. His flat-fee structure at LPL Financial, a large firm with extensive resources, complements his experience and focus on tax-loss harvesting and college savings strategies.
Experience: 4 years
Avg account: $399,489
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Scott M
Series 63, Series 65
Henderson, NV
Consolidated Portfolio Review Corp
Scott Mrozek's 32 years of experience and Series 63 and 65 credentials equip him to navigate Henderson's unique tax environment, including federal tax planning without state income tax. His firm combines strategic asset allocation with fundamental and technical analysis, offering flat-fee annual planning and independent advice, which may appeal to clients seeking seasoned guidance with transparent fees.
Experience: 32 years
Avg account: $255,274
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Thomas M
Series 65
Henderson, NV
Cornerstone Financial Advisors Ltd.
Thomas Mcbride III offers 25 years of experience in Henderson, NV, focusing on passive and index investing aligned with Modern Portfolio Theory, which suits clients seeking long-term, tax-efficient strategies in a state without income tax. His dual role as a CPA partner enhances his insight into federal tax planning and business owner needs, differentiating him with a comprehensive approach and a 1.85% AUM fee structure.
Experience: 25 years
Avg account: $641,364
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Jeremy L
Series 66
Henderson, NV
Independent Financial Group, LLC
Jeremy Lyons offers wealth management and retirement planning expertise tailored for business owners in Henderson, NV, integrating active portfolio management and private investments. Affiliated with Independent Financial Group, a large dual-registered firm, he provides flat-fee financial planning and consulting, distinguishing him from advisors with purely asset-based fees or smaller firm affiliations.
Experience: 1 year
Avg account: $474,424
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Nicholas S
Series 65
Henderson, NV
Avalon Wealth Partners
Nicholas Strobelt in Henderson, NV, offers expertise in wealth management and tax-loss harvesting, which can help navigate federal tax planning without state income tax concerns. His independent firm, Avalon Wealth Partners, manages $6 million and uses Monte Carlo planning and third-party managers, providing a flat-fee financial planning option between $2,500 and $5,000, suitable for clients seeking tailored strategies with transparent fees.
Experience: 16 years
Avg account: $296,776
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