Top financial advisors in Sheridan, 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 assets or are planning your estate in Sheridan, WY, you need an advisor who understands how to protect and grow wealth in a low-population area. Without this focus, you might miss opportunities to leverage Wyoming's favorable trust and asset-protection laws.
- Federal tax focus. Since Wyoming has no state income tax, ask how they optimize your federal tax strategy alongside property and sales taxes.
- Trust and estate expertise. Confirm their experience with Wyoming's unique trust laws to help safeguard your assets effectively.
- Wealth preservation approach. Look for advisors who tailor plans to the region's low population density, which can affect investment and risk strategies.
- Local market knowledge. Understanding Sheridan's economic environment helps advisors recommend suitable financial products and services.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Aaron C
Series 63, Series 65
Sheridan, WY
Planmember Securities Corporation
Aaron Cruz offers expertise in retirement plans for business owners and general retirement planning, making him well-suited for clients in Sheridan, WY seeking to optimize retirement income strategies. His affiliation with PlanMember Securities Corporation, a large firm specializing in ERISA fiduciary services and strategic asset allocation, provides access to risk-based mutual fund portfolios and personalized education, distinguishing him from advisors with smaller firm resources.
Experience: 15 years
Avg account: $132,363
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Catherine T
Sheridan, WY
Forty North Wealth
Catherine Teichert is well-suited for clients in Sheridan, WY, seeking expertise in private and alternative investments, real estate investing, and retirement plans for business owners. Her firm, Forty North Wealth, offers flat-fee and independent advisory services with a focus on tailored portfolios and discretionary investment management, distinguishing her from others by combining local involvement and a multi-platform investment approach.
Experience: 5 years
Avg account: $657,919
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Kevin C
Series 63, Series 65
Sheridan, WY
Eagle Strategies (NY Life)
Kevin Clapham's 18 years of experience and Series 63 and 65 credentials equip him to address complex retirement income strategies and business owner plans in Sheridan, WY. Affiliated with Eagle Strategies, a large firm offering diverse fee structures including AUM and hourly rates, he leverages client-directed solutions and third-party managers, distinguishing him from advisors focused solely on local market nuances.
Experience: 18 years
Avg account: $235,446
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Robert M
Series 63, Series 65
Sheridan, WY
Raymond James & Associates
Robert Mcvey III's 28 years of experience and expertise in general retirement planning and wealth management equip him to address complex asset and estate planning needs in Sheridan, WY. Affiliated with Raymond James & Associates, a large firm offering flat-fee structures and institutional consulting, he serves a diverse client base including corporate and charitable entities, distinguishing him from advisors focused solely on individual clients.
Experience: 29 years
Avg account: $788,879
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Alissa S
CFP®, Series 63, Series 66
Sheridan, WY
Pride of the West Financial, LLC
Alissa Sykes offers expertise in general retirement and estate planning, with a focus on cash flow and college savings, making her well-suited for clients in Sheridan, WY managing complex assets. As the sole advisor at Pride of the West Financial, she provides personalized service with a long-term investment approach, charging 1.25% AUM fees and offering hourly planning, which may appeal to clients seeking flexible fee options and local market knowledge.
Experience: 6 years
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