Best Financial Advisors in Tyler 2022
We scored 30 Financial Advisors in Tyler and Picked the Top 7
Here are the Picks:
SmartAdvisor by SmartAssetFEATURED
SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.
Belonging Wealth Management
Belonging Wealth Management is a team of fiduciary planners that helps individuals and families in Tyler retire better. It assists its clientele by optimizing their portfolios, reducing their taxes, and considering possible outcomes. In addition, the firm offers retirement and estate planning services. Its founder, Brandon Renfro, is a Certified Financial Planner and a Retired Income Certified Professional with a doctorate in finance. The financial advisory firm has been featured on AARP, Forbes, Reader's Digest, and The Wall Street Journal.
Camp Tax & Wealth Partners LLC
Camp Tax & Wealth Partners LLC is a financial advisory firm that serves individuals, families, and businesses in and around Tyler. The company's goal is to help its clients understand and navigate the world of personal finance and taxes by offering investment advisory services—including investment management, retirement planning, and legacy planning—through its affiliation with Avantax. Gary W. Camp, the firm's CPA, oversees the team's portfolio of financial planning services. Founded in 1981, the company also assists with income tax consulting and through business services like monthly bookkeeping and payroll tax preparation.
Feliciano Financial
Feliciano Financial is a family-owned firm that serves clients in Tyler. For over 38 years, it has been offering customized wealth management solutions to individuals, families, retirees, and businesses. The firm's financial advisors are trained to help clients design financial plans parallel to their unique needs, goals, and budgets. They also assist in curating retirement plans, insurance policies, and investment strategies. The firm's executive vice president, Jeff Feliciano, is a Chartered Financial Consultant who handles concerns regarding employee benefits planning.
Gibson Wealth Advisors
Gibson Wealth Advisors is a fiduciary company that serves pre-retirees and retirees, entrepreneurs and professionals, and high-net-worth individuals in Tyler. Its team of professionals offers its clients a wide variety of services, such as comprehensive financial planning and wealth management, retirement strategies, social security maximization, trust services, protection, and investment planning. The company's aim is to use tax-efficient, low-cost, Exchange Traded Funds in its portfolios. Gibson Wealth Advisors is a Registered Investment Adviser and a member of Ed Slott's Elite IRA Advisor Group.
Income Portfolio Strategies
Income Portfolio Strategies is an independent firm that has been operating in Tyler since 2003. It helps individuals and business owners in developing a financial strategy for tax, insurance, retirement, investment, and estate planning. The planning process includes identifying the client's goals and preferences, establishing a roadmap to success using unique and proprietary strategies, and ongoing support & advice. Cheryl Germany-Higgins & Eric Fox have extensive experience working for clients to deliver successful financial outcomes.
Trinity Capital Management
Trinity Capital Management is a team of financial advisors serving Tyler and the surrounding areas. The company specializes in risk management, retirement and income planning, and investment planning and management. Its team of professionals helps with portfolio design and construction, life insurance policy review, and health and disability insurance evaluation. They are also knowledgeable in asset allocation and wealth replacement strategies. Brad Bays, the firm's founding partner, has been working as a financial advisor for almost 30 years.