Best Financial Advisors in Benton County, AR

We did the hard work of finding trustworthy partners in Benton County, AR. Fill out the form to get connected.
Scroll to List of Firms

Connect With a Financial Planner

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Benton County, AR Fiduciary Financial Advisors

Justin Smith - Financial Advisor, Ameriprise Financial Services, LLC
Location 2106 S 54th St Ste 1, Rogers, AR 72758, USA
Phone (479) 478-1000
Language https://www.ameripriseadvisors.com/Justin.N.Smith/?cid=IP_local_google
Directions
David Welton - Financial Advisor, Ameriprise Financial Services, LLC
Location 2400 SE C St Ste 2, Bentonville, AR 72712, USA
Phone (479) 464-5055
Language https://www.ameripriseadvisors.com/David.Welton/?cid=IP_local_google
Directions
Bryan Binz - Financial Advisor, Ameriprise Financial Services, LLC
Location 2400 SE C St Ste 2, Bentonville, AR 72712, USA
Phone (479) 464-5055
Language https://www.ameripriseadvisors.com/Bryan.Binz/?cid=IP_local_google
Directions
Lighthouse Financial
SEC File# 801-78290
CRD# 121496
5 out of 5
Location 3614 W Southern Hills Blvd Suite 102, Rogers, AR 72758, USA
Phone (479) 696-8234
Language http://www.lhfinancial.net/
Directions
Edward Jones - Financial Advisor: Jason L Bennett
SEC File# 801-3297
CRD# 250
Location 102 SE 28th St Ste 10, Bentonville, AR 72712, USA
Phone (479) 326-9850
Language https://www.edwardjones.com/us-en/financial-advisor/jason-bennett
Directions
Guardian Financial
SEC File# 801-110423
CRD# 287652
Location 1401 SE Walton Blvd, Bentonville, AR 72712, USA
Phone (479) 268-4463
Language http://www.guardianfinancialinc.com/
Directions
Philip Kapler - Thrivent
5 out of 5
Location 2860 W Walnut St Suite 100, Rogers, AR 72756, USA
Phone (479) 372-4589
Language https://connect.thrivent.com/philip-kapler?utm_source=GMB&utm_medium=Yext&y_source=1_MTU4NzU4ODktNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
Oak Crest Wealth Management
Location 3213 NW Avignon Way, Bentonville, AR 72712, USA
Phone (479) 268-4662
Language http://oakcrestwm.com/
Directions
Taylor DeWeese, CFP
Location 1645 US-412, Siloam Springs, AR 72761, USA
Phone (479) 549-1297
Language https://advisors.arvest.com/ll/US/AR/Siloam-Springs/1645-West-Hwy-412
Directions
Financial Advisors in Benton County, AR

Where Certified Financial Advisors in Benton County, AR Serve

Benton County, AR is a bustling region filled with a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the stunning Ozark Mountains to the sparkling Beaver Lake, Benton County is a nature lover's paradise. The county is home to several notable landmarks, including the Crystal Bridges Museum of American Art, the Walmart Museum, and the Peel Mansion Museum and Heritage Gardens. Additionally, Benton County boasts a booming economy, with top employers such as Walmart, Tyson Foods, and J.B. Hunt Transport. Major highways and streets in the area include I-49, US-62, and AR-12, providing easy access to nearby cities and attractions. Neighborhoods in Benton County range from quaint and historic to modern and upscale, with options such as Downtown Bentonville, Bella Vista, and Rogers. Overall, Benton County is a vibrant and diverse community with something to offer everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Benton County, AR can benefit from the expertise of a financial advisor in many ways. One of the most common ways is by creating a personalized financial plan that takes into account the unique economic landscape of the county. With a median household income of $62,303 and a growing population, residents may need guidance on how to manage their finances in a way that aligns with their long-term goals. Additionally, a financial advisor can help residents navigate the local tax laws and regulations, which can be particularly complex in Benton County due to its proximity to the border of Missouri and the presence of multiple municipalities within the county. By working with a financial advisor, residents can gain peace of mind knowing that their finances are in good hands and that they have a plan in place for a secure financial future.

Insurance Broker

Residents of Benton County, AR can greatly benefit from the services of an insurance broker. One of the most common ways an insurance broker can help is by finding the best coverage options for individuals and families. Benton County is home to a diverse population, with many people working in industries such as healthcare, education, and retail. An insurance broker can help residents navigate the complex world of insurance and find policies that fit their unique needs and budgets. Additionally, Benton County is prone to severe weather events such as tornadoes and flash floods. An insurance broker can help residents ensure they have adequate coverage for these types of disasters, which can be especially important for homeowners and business owners. Overall, an insurance broker can provide valuable guidance and support to help residents of Benton County protect themselves and their assets.

Retirement Planning

Residents of Benton County, AR could greatly benefit from the services of a retirement planner. With a population that is rapidly aging, many individuals are looking for guidance on how to navigate the complexities of retirement planning. A retirement planner can help residents of Benton County, AR create a personalized plan that takes into account their unique financial situation, goals, and needs. They can provide advice on topics such as Social Security, Medicare, and long-term care, as well as help individuals maximize their retirement savings. Additionally, a retirement planner can help residents of Benton County, AR navigate the local economy and tax laws, ensuring that they are making the most of their retirement savings. Overall, a retirement planner can provide invaluable guidance and support to help residents of Benton County, AR achieve a comfortable and secure retirement.

Wealth Management

Residents of Benton County, AR can benefit greatly from the services of a wealth manager. With a median household income of $67,000, many families in the area are looking for ways to invest and grow their wealth. A wealth manager can provide guidance on investment strategies, tax planning, and retirement planning to help residents achieve their financial goals. Additionally, with the area's strong economy and growing job market, a wealth manager can help residents navigate the complexities of stock options, 401(k) plans, and other investment opportunities that may arise through their employment. Overall, a wealth manager can provide valuable expertise and guidance to help residents of Benton County, AR build and protect their wealth for the future.

Mortgage Loan Officer

Residents of Benton County, AR can greatly benefit from the expertise of a mortgage loan officer. These professionals can assist with securing financing for a new home purchase, refinancing an existing mortgage, or obtaining a home equity loan. With the housing market in Benton County being highly competitive, a mortgage loan officer can provide guidance on navigating the process and finding the best loan options available. Additionally, Benton County is known for its diverse population, and a mortgage loan officer can offer specialized services for non-English speaking residents or those with unique financial circumstances. Overall, a mortgage loan officer can be a valuable resource for residents of Benton County looking to achieve their homeownership goals.

Tax Services

Residents of Benton County, AR can benefit greatly from the expertise of a tax advisor. With a growing population and a strong economy, Benton County residents face unique tax challenges that require specialized knowledge. For example, many residents work in the retail and hospitality industries, which can lead to complex tax situations involving sales tax and payroll taxes. Additionally, the county's proximity to the border with Missouri and Oklahoma can create complications for residents who work or do business across state lines. A tax advisor can help residents navigate these challenges and ensure that they are maximizing their deductions and minimizing their tax liability. Whether it's preparing tax returns, providing tax planning advice, or representing clients in tax disputes, a tax advisor can be an invaluable resource for Benton County residents.

Estate Planning Lawyer

Residents of Benton County, AR can benefit greatly from the services of an estate planning lawyer. With a population of over 279,000, Benton County is one of the fastest-growing counties in the state. As such, many residents may have complex financial and familial situations that require careful planning for the future. An estate planning lawyer can assist with drafting wills, trusts, and other legal documents to ensure that assets are distributed according to the client's wishes. Additionally, they can provide guidance on minimizing taxes and avoiding probate. In Benton County, where many families have ties to agriculture and small businesses, an estate planning lawyer can also help with succession planning and business transfers. With their expertise, an estate planning lawyer can provide peace of mind to the residents of Benton County, knowing that their affairs are in order and their loved ones are provided for.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Benton County, AR

Financial advisors in Benton County, AR offer a wide range of services to their clients. They can assist with investment planning, retirement planning, estate planning, tax planning, and risk management. One specific aspect that sets Benton County apart from other regions is its growing population of retirees. With the increasing number of retirees, financial advisors in Benton County must have a deep understanding of the unique financial challenges that retirees face. They must be proficient in creating retirement income strategies that ensure their clients have enough money to last throughout their retirement years. Additionally, they must be well-versed in social security and Medicare, as these programs play a significant role in the financial well-being of retirees. Financial advisors in Benton County must be flexible and adaptable to the ever-changing financial landscape, ensuring their clients have the best possible financial advice and strategies for their retirement years.

Benton County, AR is the ideal location to seek financial advising due to its robust economy and diverse financial services. With a thriving business community and a low unemployment rate, the county offers a wealth of opportunities for individuals to grow their wealth and secure their financial future. Moreover, the region boasts a wide range of financial institutions and advisors, including banks, investment firms, and financial planners, each offering unique perspectives and expertise. From traditional investment strategies to cutting-edge financial technologies, Benton County's financial services are unparalleled in their breadth and depth. Whether you are a seasoned investor or just starting out, the county's financial professionals can help you navigate the complex world of finance and achieve your financial goals.