Find the right advisors to meet your financial planning needs in Texas

Financial advisors also known as financial planners are professionals who advise their clients on matters such as personal finance, wealth management, retirement, estate planning, tax planning and much more. They hold expertise in various fields and can assist you whether you’re looking to set up an investment account, a college plan, retirement savings plan or simply have a query about life insurance.

A financial planner can help you navigate your finances to secure your financial future. With his help, you can clear all your doubts, take a call on your present investments that you may have, and design future financial strategies keeping in mind your risk appetite.

To make your job easier, we have compiled a list of top vetted financial planners in Texas that can fulfill your requirements.

List of Qualified
Financial Planners in Texas

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Jeff Rhame

Rhame & Gorrell Wealth Management

1330 lake robbins dr
suite 360

The Woodlands, TX 77380

832 7891100

Connect with Jeff
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Kenneth Beber

Peak Financial, Inc.

6160 Warren Parkway
Suite 100

Frisco, TX 75034

469 3221210

Connect with Kenneth
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Rick Lucas

Nestegg Wealth Advisors

3521 Main St Ste.
Ste 101

Rowlett, TX 75088

972 4126064

Connect with Rick
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Spencer Corzine

AVH Invest

500 E. Whitestone Blvd.
P.O. Box 1977

Cedar Park, TX 78630

512 5882770

Connect with Spencer
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Tim W. Geisbauer

Geisbauer Wealth Management

212 S. Timberland Drive
Suite L

Lufkin, TX 75901

936 2195022

Connect with Tim
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Andy Lawson

Freshfield Investments

1800 Preston Park Blvd
Suite 105

Plano, TX 75093

469 2316040

Connect with Andy
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Matthew Goff

The Goff Financial Group

11 Greenway Plaza, Suite 1425

Houston, TX 77046

713 8508900

Connect with Matthew
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Ransom Adams

U.S. Capital Wealth Advisors, LLC

300 West 6th St
Suite 1900

Austin, TX 78701

512 3420202

Connect with Ransom
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Zach Allen

Disciplined Advisor Group

5005 LBJ Freeway
Suite 1410

Dallas, TX 75244

214 5453305

Connect with Zach
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Alex Shurin

Edelman Financial Engines, LLC

1885 St. James Place
Suite 1340

Houston, TX 77027

713 3383011

Connect with Alex
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Alex Shurin

Edelman Financial Engines, LLC

1600 Highway 6
Suite 450

Sugar Land, TX 77478

281 8909600

Connect with Alex
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Brian Hart

SageSpring Wealth Partners

2601 Network Blvd., Suite 101

Frisco, TX 75034

972 9871180

Connect with Brian
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Craig Larson

Larson Financial Advisors

13625 Ronald Reagan Blvd
Building 10 Suite 100

Cedar Park, TX 78613

512 9102722

Connect with Craig
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Evan McGrath

Allworth Financial

15725 Dallas Parkway, Suite 220

Addison, TX 75001

888 2426766

Connect with Evan
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Jeffrey M. Garton

JMG Wealth Management

6401 Eldorado Pkwy.
#226

McKinney, TX 75070

214 5420809

Connect with Jeffrey
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John Kvale

J.K. Financial, Inc.

8222 Douglas Avenue
Suite 590

Dallas, TX 75225

214 7064300

Connect with John
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Kay Russell

Edelman Financial Engines, LLC

1111 West 6th Street
Building B, Suite 310

Austin, TX 78703

512 6852453

Connect with Kay
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Manny Gonzalez

SageSpring Wealth Partners

14855 Blanco Road, Suite 203

San Antonio, TX 78216

210 9077024

Connect with Manny
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Mark DiGiovanni

Edelman Financial Engines, LLC

207 East Shore Drive
Suite 230

The Woodlands, TX 77380

281 4070467

Connect with Mark
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Matthew Stroud

Wellington State Wealth Management

7801 Quaker Ave

Lubbock, TX 79424

806 8536978

Connect with Matthew
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Scott Cash Thompson

Clipper Wealth Management, LLC

16170 Jones Maltsberger Rd. #102

San Antonio, TX 78247

210 4912319

Connect with Scott
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Shane OBrien

Allworth Financial

1800 West Loop South, Suite 1980

Houston, TX 77027

888 2426766

Connect with Shane
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Jerry McIlhon

Beck Capital Management LLC

2009 South Capital of TX Hwy #200

Austin, TX 78746

512 3456789

Connect with Jerry
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Taylor Kovar

Kovar Wealth Management

2000 Tulane Drive

Lufkin, TX 75901

936 6471170

Connect with Taylor
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Patrick Strodtman

Edelman Financial Engines, LLC

13727 Noel Road Tower 2
Suite 1075

Dallas, TX 75240

469 2505687

Connect with Patrick
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Glen Smith

GDS Wealth Management

1029 Long Prairie Road
Suite C

Flower Mound, TX 75022

469 2128072

Connect with Glen
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Merit

Merit

2801 Network Blvd.
Suite 503

Frisco, TX 75034

214 4234204

Connect with Merit
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Dash Investments

Dash Investments

4849 Greenville Avenue
Ste 100

Dallas, TX 75206

415 7489181

Connect with Dash
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Personal Capital

Personal Capital

901 Main Street
Suite 4600

Dallas, TX 75201

650 5561310

Connect with Personal
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Retirement Planners of America

Retirement Planners of America

2820 Dallas Parkway

Plano, TX 75093

866 5511705

Connect with Retirement

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