Financial Advisors in Texas

Carleton McHenry, CFP

McHenry Capital is an independent, boutique, fee-only retirement planning firm that focuses exclusively on individuals who are contemplating, on the verge of, or who've just recently retired. We help Baby Boomers retire more comfortably by instilling in them greater confidence, certainty, and peace of mind that they can't achieve on their own. Our firm brings a wealth of experience in helping the successful, affluent Baby Boomer seeking success in the next phase of their life - their retirement. For more information, please contact us at or visit us on the web at www.mchenrycapital.com as well as www.carletonmchenry.com




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Scott Hamilton, CFP, MBA
Scott Hamilton is a Fee-Only financial planner with offices in Austin, Houston, and Harlingen, TX. Hamilton Financial Planning specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Scott Hamilton is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.... See More

Philip Olson, CFP
Philip and Julia Olson founded The Art of Finance LLC in 2015. They are a boutique, fee-only Financial Planning firm. They focus on helping ARTISTS and CREATIVES thrive, grow, and prosper. They speak "Fluent Creative", and understand that feelings, emotions, and intangibles really matter in personal finance. Typical "Dream Clients" for the firm could be graphic designer, professional musician, or craft-maker using Etsy to sell her goods.
Additionally, the team at The Art of Finance LLC strongly embraces modern technology. Using video and screen-share technology, they can work with clients all around the country. They use social media, video, and podcast platforms to communicate with their clients. They believe physical distance shouldn't be a boundary for families needing a great financial planner.
Weuse language that's easy to relate to, techniques that focus on teaching, and help creatives with what they actually care about -- not pushing their own agenda.... See More

Marc Schindler, BA, CFP
Pivot Point Advisors openly embraces innovation, but at the same time, typifies traditional values of honesty, transparency and mutual trust that come with a personal relationship and deep understanding of its clients' needs. Investors find in Pivot Point Advisors a partner who matches highly analytical reasoning with a personal touch, to provide the key ingredients for long-term success; rational decisions and disciplined implementation using robust investment strategies. With the right acumen, paired with its proprietary tools, this is a firm perfectly positioned to embrace not merely the economic climate of today, but also the financial horizon of tomorrow, working hard for clients every step of the way.
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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

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

Derek Childs, CFP
HFS Wealth Management has counseled individuals, families, business owners and institutions in all matters related to growing and protecting wealth since 1994. Our mission is to provide superior wealth management services in every client relationship, and, as such, our clients have come to expect an uncommon level of service with uncompromising integrity.
We take pride in knowing our clients not only on a financial level but on a personal level as well. Each client relationship is treated as a trusted partnership. We are in the business of helping people and have developed a team based approach to deliver objective, customized, innovative and flexible solutions. Our integrated team of advisors includes financial, investment, tax and estate planning professionals.... See More

Anthony Pampel, CFP, CFS, MBA, Other

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

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

Kathryn Allen, CFP
Aspen Wealth Management is a Fee-Only financial planning and wealth management firm. Aspen Wealth and its principals have been featured in USA Today, the Fort Worth Star-Telegram, Money Magazine as well as The Wall Street Journal.
We successfully work with individuals and families in identifying goals. From there, we create financial plans that pull all of your unique financial pieces together. Our plans address insurance, estate, and investment plans as well as taxation. We want to be at the center of our client's financial lives, and we work proactively with anciallary professionals to address specific challenges. Whether you need a comprehensive plan or have a specific concern, we encourage you to call us today to schedule a complimentary meeting.
You can learn more about our firm by visiting our website, www.aspenwealthmgmt.com. ... 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

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

Michael L. Searcy, ChFC, CLU
Founded in 1979, Ronald Blue & Co. is one of the largest independent fee-only wealth management firms in the United States with more than $7 billion of assets under management, a network of 13 branch offices, serving more than 6,000 clients through five distinct divisions (12/31/13). The firm provides comprehensive financial strategies based on biblical wisdom designed to enrich the lives of clients across the wealth spectrum in these key areas:
Financial, retirement, estate, and trust planning Investment management and solutions Family office services Philanthropic counsel and strategies Business consulting Institutional client services... See More

Charles Parker, AEP, BBA, CFP
We are a wealth management firm committed to independent thinking and personalized service oriented toward your success. Wealth management is the integration of financial planning and investment managment into a cohesive strategy. ... See More