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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Wes Shannon, CFP
A fee only registered investment adviser firm that provides both comprehensive financial planning and investment advisory services. The mission for SJK Financial Planning is a belief that all Americans can experience financial independence by receiving and following sound professional advice.... 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

Nathan Bowen, CFP
The Financial Advisory Group, Inc. works closely with clients to protect and manage wealth, while helping them achieve their financial goals. We believe your success begins with our people, whose breadth, depth, and experience is our greatest strength. As a collective group of talented professional advisors, we pride ourselves on being highly-skilled, versatile, and adaptive. The Financial Advisory Group, Inc.'s “boutique” size gives us the ability to deliver individualized wealth maximization strategies. We find areas of opportunity, chart new directions, and efficiently make changes. As wealth managers, we constantly monitor and integrate the ever-changing and complex world of investments, financial instruments, estate, gift and income tax rules, risk management, insurance, qualified retirement plans and IRAs with our clients' short-and long-range goals.... See More

Peter Regan, CFP, CLU, MBA
CEP Financial is a team of dedicated professionals (CFP, CPA, CLU, JD) focused on helping you achieve your most important financial goals. Our firm provides Planning, Investment and Project services to help you achieve your hopes and dreams whether its sending your children to the right schools, a comfortable retirement, financial security late in life. Our team has the expertise and integrity to help you achieve these critical goals. Our biggest impact may be the financial peace of mind that comes with the awareness that your interests always come first. We serve Houston and Southeast Texas.... 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

Gary Busch, CFP, MBA
Busch Financial Planning belongs to the Garrett Planning Network, a network of professional financial advisors dedicated to providing independent, objective financial planning and advice to people from all walks of life, on an hourly as-needed basis. Thus Busch Financial Planning has no minimum income level or net worth in order to become a client. Our services include retirement planning strategies, lump-sum distribution advice, investment portfolio analysis and recommendations, college funding advice, and giving a second opinion on investments and current financial plans.... 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.

Rosa Ybarra, CFP, MS
Our firm, Tranquility Financial Planning (TFP), is a FEE-ONLY financial planning firm located in McAllen, TX. We established our firm to provide you with a unique and visionary approach to financial advising. Our approach is to educate you and act as your financial coach. Together, we gather all the necessary documents and information to create your financial plan and develop an investment strategy that best suits your needs. Throughout our relationship with you, we periodically review your situation and provide you with the best recommendations possible as our goal is to provide you with a financial peace of mind. We pride ourselves on being advisors for the current and next generation of investors. We provide our services for people of all ages and incomes. We do not require a minimum of investable assets and we customize our services to fit our clients' specifics needs. ... 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

Christopher Baum, CFP
Palermo Wealth Management offers personalized financial planning and ongoing asset management. There are no account minimums, as we believe that everyone has the right to professional and affordable advice regardless of their net worth or investable assets. Who we work with Pre-Retirees and Immediate Retirees: Unfortunately pre-retirees and retirees are often targeted by the ‘sales guys.' They get bombarded with annuities, permanent insurance, and other commission based products that do not fit their needs or benefit them as much as they are lead to believe. As a result, it requires great attention to detail to prevent harmful products and bad advice that may ruin thirty or more years of hard earned money. Tell us about your situation during a free “Get Acquainted” Meeting and we can show you how our systems and processes meet your needs. Young and Saving Professionals: Setting good habits early in life provides the opportunity for more options, greater financial freedom, and best of all, peace of mind. Young professionals can face the obstacle of finding a fee-only financial planner due to the lack of a large investment account. With actionable systems and programs, we provide a place for young professionals to get advice that is tailored to their situation with no minimums and no product pushing. As a result of our structure you can remove financial doubts, establish a trusting relationship, and move towards your goals with greater clarity and peace of mind. Palermo Wealth Management offers a no-obligation "Get Acquainted" Meeting. Discover for yourself if our services are right for you. Please call or email to schedule your free, initial meeting.... See More

Spencer Crow, AAMS, AWMA, CFP, CFS, CRPC, MSFP
Financial Engines is America's largest independent registered investment advisor (RIA) with over $140B under management. We help people achieve greater financial clarity by providing comprehensive, goals- based financial planning and professional investment management and advice. Headquartered in Sunnyvale, CA, Financial Engines was co-founded in 1996 by Nobel Prize-winning economist William F. Sharpe. We currently offer financial help to more than nine million people across over 700 companies (including 146 of the Fortune 500). Our unique approach, combined with powerful online services, dedicated advisors and personal attention, promotes greater financial wellness and helps more Americans to meet their financial goals. Our investment advisors develop personalized investment plans based on each person's unique situation and financial goals. Plus, they accept no incentives, commissions or benefits from fund companies, so the advice is always objective. As an SEC Registered Investment Advisor, our advisors are held to the fiduciary standard. The fiduciary standard of care requires that a financial adviser act solely in the client's best interest when offering personalized financial advice. Our national radio show, Investing Sense™, every weekend in 60+ markets around the country. Investing Sense™ is also available anytime online at https://www.InvestingSense.com. Every Saturday, Investing Sense hosts Andy Smith and Bob Richards each bring a different perspective as they talk about the financial and retirement topics that are on your mind - whether it's your 401(k), managing investments and taxes for your IRA, dealing with market ups and downs or bouncing back from life's curveballs.
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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

Christopher Troseth, CFP
The Watchman Group, Inc. is a fee-only investment management and fee-only financial planning firm located in Plano, Texas. As a registered investment advisor with the SEC, our primary focus is to help individuals and families who are looking for a professional perspective on the management of their financial affairs. As a steward of our client’s assets, we serve as their trusted financial advisor and take great care in our fiduciary responsibilities. A fiduciary is defined as: An individual, often in a position of authority, who is obligated to act on behalf of another (as in managing money or property) and assumes a duty to act in good faith and with care, candor, and loyalty in fulfilling the obligation. (Merriam-Webster Dictionary) As an investment advisor, we view our fiduciary responsibilities as a major differentiator between us and other firms in the investment industry. Putting you first is not only our legal creed, but an integral part of our individual values. Through this commitment to act in a fiduciary capacity, we strive to serve as a financial coach and educator because ultimately we want to do what is in every client’s best interest.
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Brent Little, CFP, CPA/PFS
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Welcome to Odyssey Wealth Management, LP
Our mission at Odyssey Wealth Management, LP is to help our clients achieve financial independence through wealth accumulation and preservation while living a fulfilling and well-balanced life. We work with our clients to develop individualized comprehensive financial plans that are right for them. We believe our clients are more likely to achieve their unique goals and objectives if they are following a long-term plan that is tailored to their individual personality and situation. We are a Dallas based Fee-Only registered investment advisor providing comprehensive wealth management, financial planning, and investment advisory services to individuals and their related entities. We do not accept any form of commissions or payments from third-parties, therefore we are able to provide objective and unbiased advice to our clients. It is our belief that operating in an independent, conflict-free environment is the only way to ensure our clients that every decision we make on their behalf is made in their best interest. We would like to encourage you to continue down your road to financial independence by contacting us to learn more about how we can work together to make your goals a reality through the use of independent, objective, and comprehensive advice.... See More