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Best Financial Advisors in Irving, TX

Our Recommended Top 18

We did the research for you!

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Our goal is to connect people with the best local professionals. We scored Irving Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

72Reviewed

50Curated

18Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Irving, TX
Free Consultation

Expertise.com Rating

Why choose this provider?

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.

  • Estate Planning
  • Retirement Planning
  • Financial Planning
  • Investment Management

Irving, TX

Expertise.com Rating

Why choose this provider?

Need help contacting a Financial Advisor in Irving? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

5201 North O'Connor Boulevard, Irving, TX 75039

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Review Sources

Google
5.0 (3)

Why choose this provider?

Creating & Managing Wealth, LLC, maintains a location in Irving. The firm offers financial advice and solutions to teachers and employees of nonprofit organizations. It assists clients in retirement planning using an integrative approach. It provides a team of advisors to help clients achieve their financial objectives. President and CEO of the branch Christina Winters focuses on helping women separating from companies, going through a divorce, or moving on from the death of a loved one.

  • Insurance Products
  • Retirement Planning

6565 North MacArthur Boulevard, Irving, TX 75039

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Review Sources

Google
1.0 (1)
Facebook
5.0 (1)

Why choose this provider?

Halcyon Wealth Advisors is an Irving-based financial planning firm serving individuals, families, corporate executives, and business owners. The company's main practice areas are comprehensive personal financial plans, private wealth management services, retirement plan consulting, group health and welfare plans, and executive services for business owners and key employees. Its executive services help businesses retain key employees through supplemental retirement income plans, life insurance benefits, and disability insurance benefits. Owner Lynn Clark has been in the industry for 29 years.

  • Retirement Planning

5500 Preston Road, Suite 250, Dallas, TX 75205
WebsiteLicense: 111838

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Why choose this provider?

Tolleson Wealth Management is a team of financial planners serving Irving and the surrounding locations. Its team helps clients manage investments, developing strategies based on their risk tolerance and goals. The financial advisors monitor investments and oversee portfolios with a focus on managing tax efficiency and protecting clients' assets. Additionally, they craft charitable giving strategies and offer in-house tax planning and preparation assistance. John Tolleson, the firm's executive chairman, has more than five decades of industry experience.

  • Certified Financial Planner (CFP)

2625 North Josey Lane, Carrollton, TX 75007

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Why choose this provider?

Matthews Financial Services is the private office of Gregory Matthews, a Certified Financial Planner who has been primarily serving physicians and professionals in Irving and the surrounding areas since 1995. The firm employs a consultative approach in various areas of wealth management, including retirement planning, tax planning, investment management, and debt management. With certification from the National Social Security Advisor, Matthews Financial Services provides its clients Social Security education and aids them in the filing and claiming processes.

  • Certified Financial Planner (CFP)

100 Decker Court Suite 120, Irving, TX 75062

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Review Sources

Facebook
5.0 (14)

Why choose this provider?

Snider Advisors is a boutique wealth management firm that has been offering financial, retirement, and investment planning services to clients in Irving since 2002. It guides clients using industry-standard strategies and trading software focused on helping them achieve their financial objectives. CEO and co-owner Jesse Anderson is a Chartered Financial Analyst who holds memberships to the CFA Institute and Financial Planning Association. Anderson started in the company in 2005 as an advisor, eventually reaching CEO in 2016.

  • Certified Financial Planner (CFP)

122 West John Carpenter Freeway, Irving, TX 75039

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Review Sources

Facebook
4.1 (764)
Yelp
5.0 (1)

Why choose this provider?

Northwestern Mutual is a financial advising firm that serves Irving and the neighboring metro areas. It helps clients identify their priorities and financial situation, protecting their wealth through various products, including life and disability insurance, emergency fund, and long-term care planning. It also helps clients settle credit card debts, student loans, and mortgages while progressing on their other financial goals. Additionally, Northwestern Mutual offers assistance regarding wealth management, investment strategies, college savings, and retirement planning.

  • Retirement Planning
  • Insurance Products

16475 Dallas Parkway, Addison, TX 75001

Expertise.com Rating

Review Sources

Facebook
5.0 (1)

Why choose this provider?

Springwood Financial Advisors assists clients in putting together plans to reach their financial goals. It guides in various areas of financial planning, including wealth management, tax reduction, insurance, employment benefits, and retirement planning. The company was established in 2004 by Karen Ehmke, a CPA and Personal Financial Specialist. She is part of the BAM Alliance, a network of independent registered investment advisory firms nationwide. Springwood Financial Advisors is based in Addison and extends its services to the surrounding communities, including Irving.

  • Estate Planning
  • Retirement Planning

12404 Park Central Drive, Suite 125-S, Dallas, TX 75251

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Why choose this provider?

Snow Financial Group is a financial services firm that caters to clients in and around Irving. The company helps clients identify what services and products can help them meet their financial goals, creating long-term plans that address their concerns. In addition, it offers debt reduction programs, referrals to medical insurance brokers, referrals to attorneys, and end-of-life planning assistance. The company has a Women First program, a series of workshops geared toward helping women overcome their unique financial challenges.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

5930 LBJ Freeway Suite 401, Dallas, TX 75240
WebsiteLicense: 105182

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Optimum Investment Advisors has been providing wealth management solutions to clients in Irving since 1989. It manages individuals' finances by developing and implementing a financial plan. Its process includes assessing clients' current situation, establishing goals, and deciding how to track progress. Its team also guides starting business owners with personal and business financial planning. The independent advisory firm offers life, retirement, and estate planning for assets, marriages, college funds, and childbirths. Its vice chairman and founder, H. Steel Bokhof, offers over 50 years of industry experience.

  • Retirement Planning

1101 South Broadway Street, Carrollton, TX 75006

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Why choose this provider?

GA Bishop and Associates, LLC, is a financial planning firm that serves individuals, families, and businesses from Irving and the surrounding areas. It focuses on clients transitioning to retirement or divorcing with their partners. Its financial services include financial goal planning, investment analysis and implementation, and insurance review. Founder Glenn Bishop has been named by D Magazine as one of the Best Financial Planners in Dallas. He is a member of The National Association of Personal Financial Advisors.

  • Certified Financial Planner (CFP)

5420 LBJ Fwy, Ste 1300, Dallas, TX 75240
WebsiteLicense: 5544038

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Why choose this provider?

22 One Advisors is a boutique financial advisory firm serving Irving. Whether clients need assistance with retirement income, insurance, or investments, its team designs flexible financial plans that are adjustable according to clients' shifts in priorities. The financial advisors also provide wealth management assistance, which involves building and monitoring diversified investment portfolios and calculating file returns and taxes. Company co-founder Loren Hsiao, who is a CFP and CLU, was recognized as one of the country's top financial security professionals by Forbes in 2021.

  • Certified Financial Planner (CFP)

2015 E. Lamar Blvd Suite 200, Arlington, TX 76006
WebsiteLicense: 139884

Expertise.com Rating

Review Sources

Google
4.8 (24)
Facebook
5.0 (2)

Why choose this provider?

Paladini Financial Management advises clients in Irving on their savings and wealth management options. The firm formulates cash flow plans and income tax strategies with an eye toward higher learning and retirement. It educates individuals on ideal investment products and risk mitigation tactics for preserving personal and business assets. Paladini Financial Management was founded by Matt Paladini in 2006. He was formerly with Ernst & Young in its Personal Financial Counseling/Investment Advisory Services division.

  • Certified Financial Planner (CFP)

1200 South Main Street, Grapevine, TX 76051

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Why choose this provider?

Since 2010, Box Financial Advisors has been providing guidance and strategical services to the Irving community. It provides financial life planning, investment counseling, and retirement planning. It also assists individuals and families in cash flow and debt management, risk management, education planning, estate planning, and legacy planning. Its financial advisors also provide customized retirement plans with strategies, taking into account certain factors like income, assets, retirement age, saving, and inflation. Box Financial Advisors is a sister company of Box Insurance Agency.

  • Estate Planning
  • Retirement Planning

8222 Douglas Ave # 590, Dallas, TX 75225
WebsiteLicense: 114929

Expertise.com Rating

Review Sources

Facebook
5.0 (10)
Google
5.0 (2)

Why choose this provider?

J.K. Financial, Inc., is a wealth management firm catering to the needs of Irving residents. With over 20 years of experience, the firm helps clients attain their financial goals by developing risk-averse wealth-building strategies and creating simple lifestyle plans. Its financial advisors assist with tax planning and historical reviews, conduct insurance analyses, and guide clients in planning for retirement and future legacy. J.K. Financial's founder, John Kvale, is a CFA and CFP with more than 30 years of industry experience.

  • Estate Planning
  • Tax Planning

515 South Carroll Boulevard, Denton, TX 76201
WebsiteLicense: 111595

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

Grunden Financial Advisory, Inc., serves individuals and families in Irving and the surrounding areas. It helps people gain financial independence through wealth management. The company's financial advisors serve as clients' personal chief financial officers. Its wealth management process involves creating a personal investment plan. It also offers the Wealth Builder Challenge program, which focuses on important aspects of building wealth. Its founder, Ricky Grunden Sr., has been in the financial industry for around five decades.

  • Certified Financial Planner (CFP)

600 East John Carpenter Freeway, Irving, TX 75062

Expertise.com Rating

Why choose this provider?

Optimal Health is a wealth management firm that has been offering its services in Irving and the neighboring areas for more than 30 years. Its advisors provide assistance regarding investments, retirement planning, education funding, insurance, and estate planning. They also offer career coaching services, providing assistance like resume optimization, ATS scoring, and LinkedIn branding. In addition, Optimal Health's clients are given access to online tools that allow them to track their real-time performance, compare portfolio performance to industry benchmarks, and view their account statements.

  • Estate Planning
  • Retirement Planning
  • Insurance Products

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
SmartAdvisor by SmartAsset
Irving, TXFree Consultation
Creating & Managing Wealth, LLC
5201 North O'Connor Boulevard, Irving, TX 75039
Halcyon Wealth Advisors
6565 North MacArthur Boulevard, Irving, TX 75039
Tolleson Wealth Management
5500 Preston Road, Suite 250, Dallas, TX 75205
Matthews Financial Services
2625 North Josey Lane, Carrollton, TX 75007
Snider Advisors
100 Decker Court Suite 120, Irving, TX 75062
Northwestern Mutual
122 West John Carpenter Freeway, Irving, TX 75039
Springwood Financial Advisors
16475 Dallas Parkway, Addison, TX 75001
Snow Financial Group
12404 Park Central Drive, Suite 125-S, Dallas, TX 75251
Optimum Investment Advisors
5930 LBJ Freeway Suite 401, Dallas, TX 75240
GA Bishop and Associates, LLC
1101 South Broadway Street, Carrollton, TX 75006
22 One Advisors
5420 LBJ Fwy, Ste 1300, Dallas, TX 75240
Paladini Financial Management
2015 E. Lamar Blvd Suite 200, Arlington, TX 76006
Box Financial Advisors
1200 South Main Street, Grapevine, TX 76051
J.K. Financial, Inc.
8222 Douglas Ave # 590, Dallas, TX 75225
Grunden Financial Advisory, Inc
515 South Carroll Boulevard, Denton, TX 76201
Optimal Wealth
600 East John Carpenter Freeway, Irving, TX 75062

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • What are the advantages of investing in exchange-traded funds (ETFs) in Irving?

    There are several advantages to investing in exchange-traded funds (ETFs) in Irving:

    • diversification of investment niche
    • ease of asset allocation
    • low cost
    • transparency ETFs have similar attributes to stocks and mutual funds. Like stocks, these are traded and listed on the exchange. Similar to mutual funds, these contain a portfolio of securities based on the linked index.
  • At which point in life should you work with a financial advisor in Irving?

    Different life events necessitate the involvement of a financial advisor. Some of these are getting married, establishing or selling a business, and becoming a parent. It may be an opportune time to consult a financial advisor if you get promoted to a higher-paying job, receive an inheritance, or start taking care of elderly parents.

  • What happens if you cannot pay real estate taxes in Irving on time?

    There will be a penalty of 6% plus 1% every month until the 1st of July, whereby the penalty becomes 12% with increments of 1% per month. There will also be an interest of 1% per month. Real estate taxes in Irving are due on the last day of January each year. If you have any concerns on tax bills, contact the Dallas County Tax Office at (214) 653-7811.

  • When investing in Irving, how can you avoid paying more than what's needed?

    Always check the expense ratio and sales charges when you have mutual fund investments in Irving. Be aware that there are some fund companies selling fund shares directly without any sales charge. In this case, select funds with a lower cost amongst those with similar ratings. Other costs to be mindful of are maintenance fees and below-the-balance charges if you use a brokerage account to invest in stocks and mutual funds.

  • How do you pay financial advisors in Irving?

    There are several methods of paying financial advisors in Irving. These are fee-only methods, commissions, fee-based arrangements, and asset-under-management charging. For the fee-only method, advisors charge either a flat or hourly rate for diverse services, while for fee-based, they mainly charge for services. When advisors are commission-based, they can get paid once the client purchases a product, such as annuities or insurance. Lastly, some advisors will charge a percentage of the assets they manage.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.