Financial Advisor Services in Reno, NV

At Prime Capital Financial in Reno, we help individuals and families build financial confidence through thoughtful planning and personalized advice. Reno’s growing economy, outdoor lifestyle, and proximity to both technology corridors and long-standing local industries attract professionals, business owners, and retirees with a wide range of financial goals. Our financial advisors bring decades of experience in retirement planning and wealth management, delivering guidance designed to help clients feel prepared for what comes next.

Our approach is built around understanding your full financial picture. Whether you are planning for retirement, managing investments, or navigating important life transitions, we develop strategies that reflect your priorities and values. Many Reno residents balance career growth, entrepreneurial pursuits, and lifestyle goals that include travel or time spent enjoying the region’s natural beauty. We integrate investment management, retirement income planning, tax-aware strategies, and legacy considerations to help keep your plan aligned as your life evolves.

Reno’s combination of economic opportunity and quality of life makes proactive financial planning especially important. At Prime Capital Financial, we are committed to being a trusted local partner who provides clear communication and steady guidance. Our goal is to simplify complex financial decisions and help you move forward with confidence, supported by a financial plan designed to provide guidance towards long-term success.

Financial Advisors Serving Reno

Terry Levenberg, CFP®, CRPC®

PARTNER & FINANCIAL ADVISOR

Chris Abts, CEP, CRPC®

FINANCIAL ADVISOR

Brandon Van Goethen, CPFA®

FINANCIAL ADVISOR

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Frequently Asked Questions About Financial Advisors in Reno, NV

What does a financial advisor in Reno, NV do?
A financial advisor in Reno helps individuals, families, and business owners plan for their financial future. This typically includes financial planning, investment management, retirement planning, and guidance on long-term financial decisions based on personal goals and circumstances.

Is Prime Capital Financial a fiduciary?
Yes. Prime Capital Financial is a registered investment advisory firm and operates as a fiduciary. This means our financial advisors are legally required to act in the best interests of their clients at all times.

Who should work with a financial advisor in Reno, NV?
People at many stages of life can benefit from working with a financial advisor in Reno, including individuals planning for retirement, families managing long-term financial goals, business owners, and those seeking professional guidance for complex financial decisions.

What services does Prime Capital Financial offer in Reno, NV?
Prime Capital Financial provides comprehensive financial planning and wealth management services in Reno, including retirement planning, investment management, tax-aware planning strategies, and estate planning coordination.

How do I choose a financial advisor in Reno, NV?
When choosing a financial advisor in Reno, it’s important to look for fiduciary responsibility, transparent fee structures, relevant experience, and a planning approach that aligns with your goals. Working with an advisor who understands the local community and regional considerations can also be valuable.

Where is Prime Capital Financial located in Reno, NV?
Prime Capital Financial has an office in Reno, NV serving clients throughout the surrounding area and region. Our advisors work with clients locally while offering the resources of a national advisory firm.