Financial Advisors in San Antonio, Texas (Bexar County)

Erin Hilton, CFP
Hilton Financial Group, LLC (HFG) was established to help SMALL BUSINESS OWNERS achieve the financial success you deserve. I get you. As a business owner, I have been where you are now. You worry about growing your business, being more efficient, more competitive, more profitable, retaining top employees, providing the best service AND BALANCING all of that with your personal life. The pressure is on, but you don't have the time to optimize and organize your finances. I help you reach that "ah-ha" moment. I help you figure out what you want your life to look like and make it happen. You will be provided with the tools and strategies necessary to accomplish your goals and make life long changes.
I opened my firm, Hilton Financial Group, LLC, to really help transform the lives of as many people as possible. My goal is to provide straightforward financial advice rather than simply handing you a financial plan and waiting for my commissions to roll in or advising you to invest in products that I will get paid on. My practice is based on a passion to make personal finance easy to understand, and more importantly, to show you how to save your money, how to invest your money, how to reduce your taxes, how to pay less in fees, and make sure you have the best insurance products. I work as your personal financial coach. Just like a life coach, a financial coach is in the business of transforming your life.
We provide an alternative to the sales-driven financial services industry. Our model is mentorship-based. Your finances affect every aspect of your life and relationships. As your personal financial coach, let's fulfill your goals, dreams, and plans. Let's transform your life.

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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

Thomas Donnelly, CFP, JD
- #1 National and California Ranked Investment Advisor - Barron's* - #1 Place to Work in Los Angeles - Los Angeles Business Journal**
- #1 Wealth Management Company in the US - FINTECH Breakthough***
Think of us as advisors with a loftier goal
Twenty years ago, our thinking was unique - put clients first and deliver institutional-quality advice to high net worth families. Today every banker, broker and advisor claims to offer the same level of service, leaving clients wondering where to turn. In all this sameness, AdvicePeriod offers a new direction. Our thinking has led us to start-up a wealth management practice that focuses on providing clients actionable advice with tangible impact.
Our efforts as complex planners and qualified fiduciaries deliver a better view of the big picture, and enable you to keep more of your wealth to provide for future generations. Working with top industry professionals, including your existing trusted advisors, we ensure follow-through on decisions that impact your wealth.
*Lockshin team ranked #1 National 2011, #1 California 2012, 2013 **LA Business Journal Small Companies 2016 ***FINTECH Breakthrough Awards 2017... See More

Jason Self, CFA, CFP
Resonance Financial is a comprehensive private wealth management firm dedicated to helping people meet their financial goals. We are independent and fee-only, avoiding the conflicts of interest often seen at larger firms. Our financial planning and asset management services are customized for each client and utilize some of the top research, strategy, and planning tools available in the financial industry. We're located in Austin, but have clients throughout Texas and other states.
We adhere to a fiduciary standard, always putting our clients' interests first and never accept commissions. Qualified investors receive a complimentary first meeting to see if our approach and process is right for them... See More

Eric Rabbanian, CFP, JD, MBA

Kevin O'Shea, BA, CFP, MA

We are an organization born out of a need to make the financial industry honest. 90% of so-called "advisors" are still commissioned salespeople selling products under the guise of "advice." Our clients receive knowledgeable advice from a holistic standpoint. Our advisors adhere to an oath to serve as your fiduciary.... See More

Established on Black Monday, October 19, 1987 by Mark Coffelt. Mark is the Chief Investment Officer and author of the computer programs used to evaluate equity securities. Empiric focuses on a highly structured, quantitative, and empirical (SQE) process to picking stocks. Mark Coffelt received his MBA from the Wharton School at Penn University.... See More

Jennifer Failla, CDFA, CFP, CRPC, MS
As fiduciaries, Strada helps families solve complex family, financial matters around marriage and divorce.

Louis Kokernak, CFA, CFP
Haven Advisors is committed to your future. We don't sell financial products. We design a financial plan that includes a diversified asset allocation tailored to your personal situation. Our principal, Louis Kokernak, is an experienced financial planner who has been helping individuals like you since 1995.
The cornerstone of our life savings strategy is passive investing. Our job is to craft an asset allocation strategy for you that utilizes indexed mutual funds and exchange-traded funds. Diversification and simplicity are the hallmarks of an efficient investment portfolio.... See More