Top financial advisors in Las Vegas, NM
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 considering a move to Las Vegas, NM, or already live there and want to optimize your financial life, these advisors can help you navigate the unique local landscape. A common mistake is overlooking how your lifestyle choices and remote work status affect your financial planning.
- Local cost of living insights. Ask how they factor in Las Vegas's lower expenses and outdoor lifestyle when planning your budget and investments.
- Remote work considerations. Confirm they understand tax implications and retirement options for remote employees.
- Experience with diverse client needs. Look for advisors who balance traditional financial goals with the flexibility remote work demands.
- Long-term planning focus. Ensure they help you build strategies that adapt as your work and life situation evolve.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Larry S
Series 66
Santa Fe, NM
Merrill
Larry Stoerner's 27 years at Merrill equip him to address financial planning for Las Vegas residents, especially those balancing executive roles or business ownership with remote work. His expertise in tax-loss harvesting and active portfolio management, combined with Merrill's large-firm resources and a 1.10% AUM fee for managed strategies, distinguishes him from advisors focused on smaller firms or different client types.
Experience: 27 years
Avg account: $860,085
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Kathleen K
Series 66
Santa Fe, NM
OSAIC
Kathleen Kerr brings 21 years of experience and a Series 66 designation, offering expertise in annuities and services tailored for founders, executives, and retirees. Operating from Santa Fe with OSAIC, a large firm known for structured investment processes and diverse client services, she provides flexible flat-fee and hourly pricing, which may suit clients seeking comprehensive planning beyond Las Vegas, NM.
Experience: 21 years
Avg account: $398,336
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Randal E
Series 66
Santa Fe, NM
Edward Jones
Randal Egan's 14 years of experience and Series 66 designation equip him to address wealth management and tax-loss harvesting needs relevant to Las Vegas, NM residents, including those with multi-generational wealth concerns. Operating from Edward Jones, a large firm with extensive resources, he offers a comprehensive advisory program with an AUM fee up to 1.35%, serving diverse clients including executives and business owners.
Experience: 15 years
Avg account: $246,728
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Peter M
CFP®, Series 63, Series 65
Santa Fe, NM
Financial Partners, LLC
Peter Murphy offers expertise in general retirement planning with 18 years of experience and CFP® certification, making him well-equipped to address long-term financial strategies relevant to Las Vegas, NM residents. His firm, Financial Partners, LLC, provides customized portfolio management with discretionary account oversight, and his fee structure includes both AUM and hourly options, distinguishing him from advisors focused solely on flat fees or local presence.
Experience: 18 years
Avg account: $678,079
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Michael R
CFP®, Series 63
Holman, NM
Mass Mutual Investors Services
Michael Robertson's 32 years of experience and CFP® certification equip him to address financial planning needs relevant to Las Vegas, NM, including budgeting and estate planning. Affiliated with Mass Mutual Investors Services, a large firm offering technology-supported, goal-oriented planning, he serves diverse clients such as business owners and trusts, distinguishing him with expertise in multi-generational wealth transfer and divorce financial planning.
Experience: 32 years
Avg account: $249,379
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