Financial Advisors in Texas

Kristofor Behn, BS, CFP

Objective Advice from people who care about the outcome
With roots dating back to 1965, Fieldstone Financial is one of the oldest continuously operating Fee-Only financial planning and investment advisory firms in the United States.
Whether you're looking for an objective opinion about your personal financial situation, are in need of a seasoned professional to participate in your foundation's investment committee, or require something in between, our collaborative team approach enables us to select the right people to fulfill your investment needs.
Because we offer no investment or insurance products and have no hidden agendas, each of the financial strategies we recommend is motivated solely by our interest in helping you achieve the financial goals you establish.

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Billy DeFrance, CFP
Lauterbach Financial Advisors is the first fee-only, independent, financial advisory and wealth management firm based in El Paso, Texas. Through our consultative process and access to world-class intellectual capital, we help our clients Live Financially Confident.... See More

Bryan Lee, CFP, MBA
Strategic Financial Planning, Inc. is an independent, fee-only comprehensive planning and wealth management firm that places an emphasis on Life Planning.
As a registered investment advisor, Strategic Financial Planning, Inc. has a fiduciary duty to each and every client of the firm. Our policy is to protect the interests of each of the firm`s clients and to place the client`s interests first and foremost in every situation. We use a financial planning process that systematically and objectively defines challenges and offers solutions. Our planning addresses investments, insurance, taxes, estate planning and more. Coordinating them all into one plan for you. Visit our website for a list. We specialize in planning for doctors, small business owners and corporate executives in addition to widows and divorcees. Most often those with an income of $225K/yr. and up OR a net worth of $1 million and up.... See More

Joseph Team, CFP
Team Financial Strategies (TFS) is a fee-only financial planning firm that offers comprehensive financial services including: Portfolio Management Retirement Planning Estate Planning Budget/Cash Flow Planning Insurance Planning Tax Planning
At TFS, we are set up in a way that allows us to advise and act in the best interest of our clients. TFS is an independent firm that is only paid by its clients and never excepts compensation from any source for recommending a product to clients. We believe in planning around a client's values. After a period of time in working with a client, their personal mission and goals become our own.
The mission of Team Financial Strategies is to seek out every opportunity to maximize the potential of our client's current and future assets, and provide the highest level of service in all areas of financial planning.... See More

Jonathan Chapman, CFP, MBA
WJ Interests, LLC has provided Fee-Only financial advice to individuals, families and businesses since 1996. We do not sell products or receive commissions from any source. Simply put, our goal is to provide advice that is in your best interest, based on your financial needs and goals. When you succeed, we succeed. Please visit our website at www.wjwealth.com.
Going from civil engineering to financial planning doesn't seem like a typical progression, but in retrospect, it makes perfect sense. When Bill Jameson and his son, Jared, founded WJ Interests, they not only brought with them years of disciplined project management and client service experience, they brought a unique discipline.
We apply the same research-driven and technology-intensive approach in civil engineering to understanding investment markets and money managers. We are proud to have distinguished ourselves as one of Houston's most respected wealth management firms.
We've structured our business to provide financial planning and investment management advice that is in our client's best interest, not ours. We are selling our advice, not a product. This translates directly to a unique level of trust between our clients and us, which has been the mortar of our success. In addition, we've carefully managed our growth to ensure clients get the individual attention they deserve. We individually review each client's investment portfolio on a regular basis and at least annually, we update each client's financial plan.
We're proud of what we've built-our company and our reputation. But more importantly, we're proud of our relationships and of the long-term financial success we've brought to our clients.
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Albert Dean, CFP, EA
We are a fee-only financial planning and investment management firm that works with individuals and families to improve their long-term financial success through independent, objective financial advice. The customized advice we provide, using our 4 Wealth Points process, is designed to grow, protect, and conserve your wealth by delivering an unprecedented level of personalized service and expertise. Some of the common questions clients ask us to address are: Am I saving enough to reach my retirement goals? Are my investments properly allocated and diversified? Is my family properly protected in the event of a disability or death? How much should I be saving for my children's college education? How much income will the retirement assets I have accumulated provide me? What will happen to my estate in the event of my death? In what ways can I contribute to the charitable organizations I care about? Call or e-mail us today to schedule a free introductory meeting to determine if our services will be a match for your needs. ... See More

Jean Keener, CFP, CRPC
Keener Financial Planning is a financial planning and registered investment advisory firm. We provide as-needed financial planning and advice to people at all financial levels. Keener Financial Planning's top focus is you. Our mission is to help you achieve your goals and be successful in your life and with your money. Up-to-date knowledge is one of the strengths of Keener Financial Planning. Jean is a Certified Financial Planner™ professional and holds the Chartered Retirement Planning Counselor (CRPC®) designation. Jean also trained with the Kinder Institute of Life Planning on the 7 Stages of Money Maturity and is a member of the Garrett Planning Network, the National Association of Personal Financial Advisors, and the Financial Planning Association. We provide a free, no-obligation get-acquainted meeting to all potential clients. Please call or go to our website at www.KeenerFinancial.com to schedule an appointment. Start Planning to Live Well today.... See More

R. Douglas Pauley, AIF, BS, CFP, MBA
Pauley Financial is a Registered Investment Advisor with offices in the Austin, San Antonio,and Dallas-Fort Worth areas. Our business: Help people make important life choices. We provide objective, integrated planning solutions for people looking to simplify their lives, make informed financial choices, and leave lasting legacies. Our approach: We seek to be our clients' "most trusted advisor," integrating a customized investment plan to our clients' estate, tax, and insurance plans. To that end, we take a proactive role in helping clients plan for and address issues before they arise; as well as standing ready to assist when issues surface - be they small or large.... See More

Ruth Evans, CFP, MBA
Evans Financial Planning, Inc. is a financial advisory firm that specializes in a client-centered approach to comprehensive financial Planning & investment management. We have chosen to be independent of all investment & insurance companies so we can assist our clients in an unbiased manner & select from an open array of investment & planning opportunities.... See More

Glenn Bishop, CDFA, CFP, CMA
GA Bishop and Associates, LLC makes it's Fee-Only Financial Planning services available to people from all walks of life. Our founder, Glenn Bishop is a Certified Financial Planner™ Practioner. We are committed to making our services available to our clients on an hourly basis. We do not require custody or control over your assets, so you are free to implement our recommendations as you desire. By making our services available by the hour, we can provide as much or as little assistance as you desire. In addition to our NAPFA membership, we are also a member of The Garrett Planning Network, the premier nationwide network of hourly, Fee-Only financial planners.... See More

Michael Domingo, AIF, BBA, CFP, CLU, CRPC, MBA
Cadence Financial Advisors, LLC was founded in 2007 to serve the needs of investors seeking wealth management services from an independent financial advisor.

Brandon Parkhurst, CDFA, CFP, CPA/PFS
@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);Our mission at Parkhurst Consulting is to provide our clients with the very best in Financial Planning Services and solutions that lead them to financial independence. We will make a positive difference in other people's lives and to help them achieve their life's ambitions. We will serve our client's as their Financial Advisor, Consultant, Teacher, Coach and Confidant, and develop relationships with them that will last a lifetime.At Parkhurst Consulting, we are Fee Only Financial Planners offering comprehensive planning services to individuals. We receive no third-party commissions, removing conflicts of interest that may influence an advisor’s recommendation. We work solely for our clients, empowering them to make the best financial decisions possible. We are committed to building long-term client relationships, serving as your Personal Financial Manager. You may have had previous experiences with consultants, advisors, or planners that provided advice but lacked the commitment to implement and service your financial plan through the years. At Parkhurst Consulting, we provide unique financial strategies with the discipline to assist you in the ongoing management of your financial plan. In addition, we are Certified Public Accountants that understand the technical implications and strategies related to the implementation of your financial plan and not just the big picture.... See More

Scott Jacobsmeyer, CFP, MBA
Argent Wealth Management, Inc. is a Fee-Only Registered Investment Adviser providing comprehensive Wealth Management, Investment Advisory, and Financial Planning services to clients in Texas and nationwide.Why might Argent Wealth Management, Inc. be the right advisor for you?We are Fee-Only and have a fiduciary duty to our clients.We offer a range of services (from comprehensive to specific) and fee structures (annual, project, and hourly) to meet the varying needs of our clients. We (Scott and Susan) both work with all of our clients. This team approach provides greater depth of analysis and continuity of service. Please see the Advisor links (to the right) for more info about us.We believe the simplest solution that accomplishes the objective is usually best. Unnecessary complexity can be both confusing and detrimental to long term plan success.We invest a lot of time making sure we understand our clients' needs and our clients' understand our recommendations. In doing so we avoid surprises and build trust.We make investment recommendations based on risk tolerance, asset allocation, costs & fees, and tax efficiency (things we can control), not market timing and trying to pick hot stocks / funds (things we can't control). We recommend clients hold their accounts at Vanguard and mostly use index funds to implement their portfolios. We coordinate with our clients' othe... See More

Steve Blankenship, CFP
Steve Blankenship, CFP®, a nationally recognized financial planner, is the founding principal of Heritage Financial Planning, a Fee-Only financial planning and wealth management firm.
Steve Blankenship, CFP® has been featured on the cover of Financial Planning Magazine, and has appeared in numerous national media outlets including Newsweek, Kiplinger's, BusinessWeek, Money Magazine, theStreet.com and has served as a technical advisor for multiple articles in The Wall Street Journal and Money Magazine. Steve has also been identified by Financial Planning Magazine as one of three financial planners from across the country that is leading the “Next Generation of Advisors.” Prior to founding Heritage Financial Planning, Steve served clients in the Wealth Management practices of both Ernst & Young, LLP and Arthur Andersen, LLP and at Quest Capital Management.... See More

Heath Hightower, CFP
Financial Synergies is a fee-only Financial Advisor located in Houston, Texas. For more than thirty years we've been serving the financial needs of individuals, families, and businesses from around the world. When we take on new clients they become part of our extended family, and in the past three decades we've developed multi-generational relationships with many of them.
Our primary goal is to simplify your financial life. Our Certified Financial Planner™ professionals and advisors combine investment management and holistic planning to provide total wealth management for our clients. Together, we'll construct a financial game plan and investment strategy to meet your goals, and give you greater confidence in your future.
Financial Synergies Asset Management is formally structured as an independent Registered Investment Advisor, and we adhere to the highest fiduciary standard. Our clients' interests are our top priority. We work on a fee-only basis and do not sell commission-based products. This enables us to be objective and free from conflicts of interest when making recommendations to clients.... See More