Top advisors in Nevada
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.
You might be considering a financial advisor in Nevada because you want help navigating your unique financial landscape, whether it's managing investments, planning for retirement, or handling tax implications. A common pitfall is working with an advisor who applies generic strategies without tailoring them to Nevada's specific tax laws and economic environment.
- Local tax knowledge. Confirm how they incorporate Nevada's tax policies, like no state income tax, into your financial plan.
- Experience with Nevada markets. Ask about their familiarity with local real estate and business climates that could impact your investments.
- Customized retirement planning. Ensure they consider Nevada's cost of living and retirement benefits when projecting your income needs.
- Coordination with local professionals. Check if they collaborate with Nevada-based accountants or attorneys to align your financial and legal strategies.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Deon B
Series 63, Series 66
Las Vegas, NV
Private Wealth Management LLC
Deon Blaney offers expertise in retirement and tax planning tailored to Nevada's unique financial environment, supported by 25 years of industry experience and Series 63 and 66 licenses. Operating from Las Vegas with Private Wealth Management LLC, he serves a select high-net-worth clientele using a flat-fee structure and employs fundamental analysis with a mix of long-term and active trading strategies, distinguishing him from advisors with broader client bases or different fee models.
Experience: 25 years
Avg account: $10,519,387
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Jeremy Shih Chieh C
Series 66
Las Vegas, NV
J.P. Morgan Securities
Jeremy Shih Chieh Chen offers wealth management services in Las Vegas, leveraging his role at J.P. Morgan Securities, a large firm known for institutional consulting and customized investment reporting. With two years of industry experience and a Series 66 designation, he also brings entrepreneurial insight as a founder of a technology business, which may provide a unique perspective compared to advisors focused solely on traditional financial planning.
Experience: 2 years
Avg account: $318,381
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Tanner J
Series 66
Reno, NV
Wells Fargo Advisors
Tanner Johnson's experience at Wells Fargo Advisors equips him to address financial needs specific to Nevada, including investment management and retirement planning, with access to proprietary research and a broad planning menu. His focus on high-net-worth clients and specialties like business exit strategies and cash flow budgeting differentiate him from others, while his Series 66 designation and background as a founder/business owner add practical insight into local economic conditions.
Experience: 3 years
Avg account: $514,335
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Noah K
Series 66
Rochester, NY
Ameriprise
Noah Kohl specializes in retirement income strategies and Social Security optimization, which can support those approaching retirement with income planning and withdrawal strategies. While based in Rochester, NY, he operates within Ameriprise, a large firm offering comprehensive advisory, brokerage, and insurance services, with a fee structure of 0.15% AUM, which may differ from local Nevada advisors in terms of regional tax knowledge and market familiarity.
Experience: 4 years
Avg account: $471,167
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Phillip M
CFP®, Series 63, Series 65
Reno, NV
Mariner Advisor Network
Phillip Mahoney's 33 years of experience and CFP® certification equip him to address the financial needs of clients in Nevada, including retirement planning and tax strategies tailored to the state's unique environment. His affiliation with Mariner Advisor Network provides access to diverse services like portfolio management and retirement plan consulting, while his flat-fee and negotiable AUM fee structures offer flexible payment options compared to other advisors in the region.
Experience: 33 years
Avg account: $578,925
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