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Top Rated Financial Advisors in Las Vegas, Nevada

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Las Vegas, Nevada is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in Las Vegas, Nevada with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Las Vegas, Nevada near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

Jimmy Epley

JD's Tax-Smart Wealth Management
Jimmy Epley, a financial fiduciary, provides financial services to clients in the Las Vegas, Nevada area. Jimmy has over 19 years of experience.

Additional Information:

Years of Experience:
19 Years

    Fee Structure

  • Fee-Based
  • Commissions
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Estate Planning & Trusts
    • Insurance Products & Annuities

    Name(s) of Custodian(s):
    National Financial Services

BASIC INFORMATION NEEDED FOR THE INQUIRY

Summit Portfolio Management

Summit Portfolio Management, a financial fiduciary firm, has been a Paladin Registry member since 2022 and provides financial services to clients in the Las Vegas, Nevada area.

Additional Information:

Years of Experience:
40 Years

    Fee Structure

  • Fee-Only
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Investment Advice & Management

    Name(s) of Custodian(s):
    TD Ameritrade

BASIC INFORMATION NEEDED FOR THE INQUIRY

Mahesh Odhrani

Strategic Wealth Design
CFP®, AIF®, ChFC®
Mahesh Odhrani, a financial fiduciary, provides financial services to clients in the Las Vegas, Nevada area. Mahesh holds the CFP®, AIF®, ChFC® certifications. Mahesh has over 18 years of experience.

Additional Information:

Years of Experience:
18 Years

    Fee Structure

  • Fee-Based
  • Hourly
  • Commissions
  • Flat Fee
  • Based on Assets

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Insurance Products & Annuities

    Name(s) of Custodian(s):
    SEI Private Trust Company

BASIC INFORMATION NEEDED FOR THE INQUIRY

BASIC INFORMATION NEEDED FOR THE INQUIRY