Table of Contents
Finding a financial advisor who aligns with your goals, values, and needs is an essential part of building long-term financial security. Whether you’re approaching retirement, managing investments, or planning for future generations, having a trusted financial partner can make all the difference. Henderson, Nevada, offers a diverse range of financial advisors and firms, each with its own unique focus and strengths.
Below is a list of financial advisors in Henderson to consider as you evaluate your options for financial planning, investment management, and retirement strategies.
- Bray Financial Services
- RightPath Wealth Management
- Senior Wealth Management Group
- Money Tools
- Jagen LLC
- Aldrich Investment Management
- LakeView Asset Management LLC
- Flanagan Financial Services
- Private Wealth Management of NC
- Hope Financial Solutions LLC
1. Bray Financial Services
Address: 1489 W Warm Springs Rd Ste 110, Henderson, NV 89014
Phone: (702) 877-4004
Email: david.bray@brayfinancial.com
Website: brayfinancial.com
Bray Financial Services offers comprehensive financial services tailored to individuals and businesses alike. Their offerings include 401(k) rollovers, annuities, group health insurance, investment strategies, and retirement planning. With a client-first approach, the firm emphasizes accessibility and personalized guidance.
2. RightPath Wealth Management
Address: 2520 St Rose Pkwy #111, Henderson, NV 89074
Phone: (702) 805-7000
Email: info@rightpathwm.com
Website: rightpathwm.com
RightPath Wealth Management provides holistic financial planning, with a focus on maximizing retirement income and minimizing tax burdens. Their use of the proprietary Market Guard® model portfolios reflects a commitment to disciplined, data-driven investing. Services also include asset allocation and Social Security optimization.
3. Senior Wealth Management Group
Address: 871 Coronado Center Dr, Henderson, NV 89052
Phone: (702) 952-2353
Email: sviolett53@gmail.com
Website: seniorwealtharizona.com
Senior Wealth Management Group offers independent insurance and retirement planning solutions. With a focus on education and personalized service, they help clients prepare for the unexpected and create plans aligned with their future needs and goals.
4. Money Tools
Address: 35 E Horizon Ridge Pkwy #110-155, Henderson, NV 89002
Phone: (702) 907-8277
Email: account@moneytools.net
Website: moneytools.net
MoneyTools.net provides a variety of online financial calculators and resources to support individuals in managing their finances more effectively. From payment tracking to passive income projections, their platform aims to simplify financial decision-making through accessible tools.
5. Jagen LLC
Address: 631 N Stephanie St, Henderson, NV 89014
Phone: (702) 451-1158
Email: info@jagenfunds.com
Website: jagenfunds.com
Jagen LLC delivers personalized financial planning services, including investment strategies and tax-efficient retirement plans. Their educational content and advisory support are geared toward helping clients understand alternative investment opportunities and safeguard their assets.
6. Aldrich Investment Management
Address: 10120 S Eastern Ave Suite 230, Henderson, NV 89052
Phone: (702) 403-1113
Email: bill@aldrichim.com
Website: aldrichim.com
Aldrich Investment Management provides retirement and investment planning services across the country. Specializing in 401(k) and 403(b) plans, the firm operates as an independent fiduciary, offering objective advice in partnership with established money managers.
7. LakeView Asset Management LLC
Address: 526 Carnforth Dr, Henderson, NV 89014
Phone: (702) 749-9343
Email: srothbort-lakeview@kingswoodus.com
Website: lakeviewasset.com
LakeView Asset Management was founded by Scott Rothbort and offers investment solutions tailored to individual client objectives. With offices in both Nevada and New Jersey, the firm focuses on managed accounts and customized portfolio strategies designed for long-term growth.
8. Flanagan Financial Services
Address: 1522 W Warm Springs Rd, Henderson, NV 89014
Phone: (702) 457-9909
Email: jaflanagan@ffsvcs.com
Website: flanaganfs.net
Flanagan Financial Services offers investment advisory and retirement planning services, led by Jared Flanagan. The firm emphasizes education through tools like calculators and articles to help clients make informed decisions about their financial futures.
9. Private Wealth Management of NC
Address: 129 W Belle St, Henderson, NC 27536
Phone: (252) 492-8694
Email: toney@pwmofnc.com
Website: pwmofnc.com
Though located in North Carolina, Private Wealth Management also serves clients nationwide with services that include estate planning, tax strategy, and retirement planning. Their fiduciary approach ensures recommendations are aligned with client interests.
10. Hope Financial Solutions LLC
Address: 2470 St Rose Pkwy #102, Henderson, NV 89074
Phone: (702) 902-2551
Email: joe@gwnsecurities.com
Website: hopefinancialsolutions.com
Hope Financial Solutions, founded by Joe Mezatis, offers personalized financial strategies based on a four-step process: connect, discover, develop, and execute. With a team serving thousands of clients across the U.S., the firm provides comprehensive financial planning and retirement services.
Selecting a financial advisor is a deeply personal decision that should be based on compatibility with your financial goals, lifestyle, and expectations. Whether you are looking for long-term investment management, retirement planning, or a more specialized financial strategy, Henderson has a variety of professionals ready to assist. Consider reaching out to a few of the firms listed here to start the conversation and explore which advisor may be the right fit for your unique journey.
Showcase your recognition by adding our award badge to your website! Simply copy the code below and embed it on your site to highlight your achievement.
