Top financial advisors in Williston, ND
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 navigating financial decisions in Williston’s energy-driven economy, you might face sudden income changes or unique tax situations. Without an advisor familiar with these local dynamics, you risk missing opportunities or mismanaging cash flow.
- Local economic insight. Confirm how they incorporate Williston’s energy sector cycles into your financial plan.
- Income variability management. Ask how they help smooth out irregular earnings common in energy-driven jobs.
- Tax strategy adaptation. Ensure they adjust plans for fluctuating wages and potential state tax impacts.
- Long-term growth planning. Look for advisors who balance short-term income spikes with sustainable wealth building.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Rachel L
Series 66
Williston, ND
Edward Jones
Rachel Linn's experience at Edward Jones equips her to address the financial complexities of Williston's energy-driven economy, including retirement income strategies and business ownership considerations. Her background as a founder and her Series 66 credential complement Edward Jones' extensive resources and large national network, offering clients access to diverse advisory programs with a program fee up to 1.35% annually.
Experience: 4 years
Avg account: $246,728
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James L
Series 66
Williston, ND
Raymond James Financial
James Laqua's 12 years of experience and Series 66 designation equip him to address Williston's energy-driven economic challenges, including income variability and tax strategy adaptation. Affiliated with Raymond James Financial, a large firm offering flat-fee structures and serving diverse clients, he provides financial planning and non-discretionary investment consulting, which may appeal to those seeking structured, research-backed advice in this market.
Experience: 12 years
Avg account: $700,796
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Wesley C
Series 66
Williston, ND
OSAIC
Wesley Crosby's decade of experience and Series 66 designation equip him to address the financial complexities in Williston's energy-driven economy, including managing income variability and tax strategies. Affiliated with Osaic Wealth, a large firm offering flat-fee structures and technology-driven investment processes, he serves diverse clients from individuals to corporations, providing flexible fee options and broad advisory services.
Experience: 10 years
Avg account: $398,336
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Greg E
Series 66
Williston, ND
Thrivent Investment Management
Greg Everson's decade of experience and Series 66 license equip him to address financial challenges in Williston's energy-driven economy, especially for business owners. Working with Thrivent Investment Management, a large firm offering dedicated planning services, he provides holistic, goal-based financial analyses tailored to individuals and businesses, distinguishing him from advisors with narrower focuses or smaller firm resources.
Experience: 11 years
Avg account: $162,801
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Matthew K
Series 66
Williston, ND
Diversify Advisory Services, LLC
Matthew Kohler offers financial planning in Williston, ND, with expertise in private investments, options strategies, and retirement plans for business owners, which suits clients facing income variability in the energy sector. His firm uses tactical diversification and serves diverse clients including medical professionals and executives, providing flat-fee and hourly options that differentiate him from others with flexible fee structures and broad investment approaches.
Experience: 9 years
Avg account: $837,592
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