Top financial advisors in Jackson, 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.
If you have complex wealth to protect or plan for in Jackson, WY, you need advisors who understand how to navigate federal tax rules alongside Wyoming's unique trust and asset-protection laws. A common mistake is overlooking how state-specific factors like property and sales taxes impact your overall financial picture.
- Federal tax focus. Confirm how they integrate federal income tax strategies with your broader financial goals, since Wyoming has no state income tax.
- Trust and estate expertise. Ask about their experience with Wyoming's favorable trust laws to safeguard your assets effectively.
- Wealth preservation approach. Look for advisors who consider the area's low population density when planning for long-term wealth protection.
- Property and sales tax insight. Ensure they factor in local property and sales taxes, which can influence your cash flow and investment decisions.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Bryan B
Series 63
Jackson, WY
Cetera
Bryan Birrer's 12 years of experience and Series 63 designation equip him to address complex wealth management needs in Jackson, WY, including tax-loss harvesting and retirement plans for business owners. Operating within Cetera, a large firm offering flat-fee and hourly consulting options, he serves high earners approaching retirement, providing access to diverse portfolio management strategies and third-party money managers.
Experience: 12 years
Avg account: $306,089
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Nathan L
CFP®, Series 63
Jackson, WY
Elevated Asset Management LLC
Nathan Lundquist's 28 years of experience and CFP® certification equip him to address complex wealth management needs in Jackson, WY, including retirement income strategies and estate planning. As the sole advisor at an independent firm offering flat-fee financial planning and specialized pension consulting, he provides personalized service that contrasts with larger firms' approaches.
Experience: 28 years
Avg account: $326,306
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Elizabeth M
Series 63, Series 65
Jackson, WY
Income Focus Portfolio Management
Elizabeth Millet's 12 years of experience and focus on income planning and tax-loss harvesting make her well-suited to address the complex wealth protection needs in Jackson, WY, especially considering federal tax strategies and Wyoming's unique trust laws. Her firm manages $362 million with a disciplined approach to fixed-income and equity investments, emphasizing principal preservation through customized security selection, which distinguishes her from other advisors in the area.
Experience: 12 years
Avg account: $1,204,269
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Josephine S
Series 63
Jackson, WY
Edward Jones
Josephine Schmillen's 37 years of experience and focus on wealth management, tax-loss harvesting, and multi-generational wealth transfer make her well-equipped to address complex financial needs in Jackson, WY, including federal tax strategies and Wyoming's trust laws. As a seasoned advisor at Edward Jones, a large full-service firm with over four million clients, she offers a broad range of advisory programs and investment solutions with an annual program fee up to 1.35% AUM, distinguishing her from smaller or less experienced advisors.
Experience: 37 years
Avg account: $246,728
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Ryan S
Series 63, Series 66
Jackson, WY
Integrity Financial Corporation
Ryan Sapp offers expertise in wealth management and retirement income strategy, well-suited for clients in Jackson, WY navigating complex federal tax rules alongside Wyoming's unique trust laws. His firm emphasizes asset allocation and tax-aware portfolio construction, providing flat-fee financial planning and family office consulting, which differentiates him from advisors with traditional AUM-based fees.
Experience: 10 years
Avg account: $496,993
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