Best Financial Advisors in Amarillo, TX

Conscious Money Solutions is a financial planning firm operating in Amarillo. It offers a wide range of services for personal financial planning, including risk management, investment allocation, portfolio analysis, education funding, and tax preparation. Ongoing consultation is also available. Its advisors provide objective investment advice to help clients in managing, protecting, and growing their wealth. The firm's founder, Steve Swicegood, is a Certified Financial Planner and US Air Force veteran who started his career in the financial services industry in 1974.

CS Wilson & Associates is an independent wealth management firm headquartered in Amarillo. Opened in 1985, the firm delivers financial and estate planning services for individuals and businesses. The company's team of financial advisors offers financial planning that focuses on various areas, including money management, retirement and college plans, profit-sharing plans, and 401 (k) planning. Additionally, they provide investment products, such as mutual funds, common stocks, traditional and simple IRA, and exchange-traded funds. Its founder, Cathy Wilson, has been in the financial industry since 1983.

Money Methods is a firm that has been operating in Amarillo for almost 40 years. It assists individuals and families, particularly retirees, in financial planning by offering a wide range of services, including wealth accumulation strategies, retirement planning, asset protection, legacy planning, and growth strategies. The process includes an initial consultation to address different concerns such as investing retirement savings, using health care coverage, and investing and growing wealth for the future. The firm's founder, Charlotte Adams, is a Certified Financial Planner with 35 years of experience.

Shafer Investment Management is a full-service firm operating in Amarillo. It offers private wealth management services for individuals, families, estates, and business professionals. The process includes assisting the clients in developing strategies for the allocation of investments based on their financial goals. Its financial advisor, James Shafer, is a Certified Financial Planner who has been working in the industry since 2007. He is an active member of the Amarillo Chamber of Commerce and Boy Scouts of America.

Navigation Financial Group of Amarillo, LLC, is a financial advisory firm that serves individuals and business owners within the metro and the nearby communities. The firm offers a range of solutions, including retirement, financial, and estate planning. The company also provides financial advice regarding investments, annuities, insurance, and profit-sharing plans. The firm's team of advisors has over 100 years of combined industry experience. They also provide behavioral coaching to help clients adopt wise financial practices.