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2024

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Best Financial Advisors in Mansfield, TX

Our Recommended Top 8

We did the research for you!

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

22Reviewed

16Curated

8Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

1752 Broad Park Circle North, Ste 110, Mansfield, TX 76063

Expertise.com Rating

Review Sources

Google
5.0 (4)

Why choose this provider?

Schulz Wealth provides financial planning solutions from its office in Mansfield. It devises strategies that help people fund their children's college education, prepare for retirement, and exit their businesses for a new career. It reviews the client's cash flow and income statements, develops an action plan, and monitors their progress. Other services include 401(k) consulting, investment management, and business transition assistance. Robert Schulz, who founded the company in 2014, is a CFP with over 25 years of industry experience.

  • Retirement Planning

1302 Brynlee Lane, Mansfield, TX 76063

Expertise.com Rating

Review Sources

Facebook
5.0 (2)

Why choose this provider?

Miller Premier Investment Planning, LLC, is an independent firm that caters to clients in Mansfield and the neighboring communities. It offers risk and investment management services. It also develops and manages tax-efficient retirement plans. It coordinates with the clients throughout the process, which involves setting priorities and goals; gathering financial data; developing strategies, presenting, finalizing, and implementing plans; and monitoring portfolios. The firm was founded in 2007 by Michael Miller, a Gulf War Veteran who holds a Certified Financial Planner designation.

  • Certified Financial Planner (CFP)

101 Summit Avenue, Suite 904, Fort Worth, TX 76102

Why choose this provider?

Oakcrest Investment Services assists individuals and families in Mansfield and the surrounding areas. Its team develops strategies for clients looking to accumulate funds and prepare for retirement. The professionals also craft investment strategies that consider clients' goals and risk tolerance. In addition, they create estate plans for clients who need assistance in preserving and distributing wealth. Tax and insurance planning are the other services they offer. Oakcrest Investment Services is led by Justin Wooley, who has been working in the industry since 2008.

  • Certified Financial Planner (CFP)

305 Regency Parkway, Suite 313, Mansfield, TX 76063

Expertise.com Rating

Review Sources

Yelp
5.0 (1)

Why choose this provider?

Karen Freeman, CPA LLC, is a firm that serves clients in Mansfield. It helps clients deal with their financial concerns by providing a wide array of services that relate to variable annuities, common stock, and brokerage accounts, as well as 401(k) and 403(b), profit sharing, and retirement plans. Additionally, it offers numerous insurance services, such as those that involve long-term care and disability income insurance. Its founder and namesake, Karen Freeman, has been in the industry for more than 27 years.

  • Retirement Planning

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

Expertise.com Rating

Why choose this provider?

Paladini Financial Management serves individuals and businesses in Mansfield and the surrounding communities. The firm assists with risk management, insurance, and asset protection, as well as business succession planning and investment strategies. It also advises clients on how to make informed decisions about stock options, estate and gift tax, cash flow, pensions, and retirement. In order to provide monthly statements, it also works with an internationally recognized third-party custodian. Matt Paladini, a Certified Financial Planner, founded the company in 2006.

  • Certified Financial Planner (CFP)
  • Retirement Planning

2225 East Randol Mill Road, Suite 520, Arlington, TX 76011
WebsiteLicense: 802535

Expertise.com Rating

Why choose this provider?

RF Financial Group has been serving Mansfield and its surrounding communities for over 30 years. It assists individuals and businesses with their managed accounts, fee-based accounts, and vision for retirement. Its team of professionals reviews personalized investment portfolios periodically and produces statements and performance reports. The firm's founding partner, Larry Rose, is an Investment Advisor Representative who handles investments, retirement planning, living trusts, and financial planning. He speaks at educational seminars and engagements about his personal experiences in the industry.

  • Estate Planning
  • Retirement Planning

4606 Park Springs Boulevard Suite 140, Arlington, TX 76017

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Phoenix Wealth Partners works with residents of Mansfield by offering them financial advice. The firm gives counsel on how to save up for retirement, protecting assets for one's twilight years and heirs. It informs clients who have special needs, such as medical concerns or children who need support. The team also reminds individuals about their investment and insurance options. Phoenix Wealth Partners' customer base includes members of the LGBTQ+ community, and the firm delivers services targeted specifically at women.

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

501 E Border St, Suite 200, Arlington, TX 76010
WebsiteLicense: 174693

Expertise.com Rating

Why choose this provider?

Renaissance Wealth Management serves individuals and business owners in and around the Mansfield area. Its team of CFPs counsels clients on matters concerning education funding, charitable gifting, and long-term care planning. While developing financial plans from scratch, they also help clients address specific issues regarding existing wealth protection, accumulation, and management strategies. In addition, the professionals design and implement retirement plans. Other services include investment management and monitoring, estate planning, and business exit strategy development.

  • Certified Financial Planner (CFP)

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
Schulz Wealth
1752 Broad Park Circle North, Ste 110, Mansfield, TX 76063
Miller Premier Investment Planning, LLC
1302 Brynlee Lane, Mansfield, TX 76063
Oakcrest Investment Services
101 Summit Avenue, Suite 904, Fort Worth, TX 76102
Karen Freeman, CPA LLC
305 Regency Parkway, Suite 313, Mansfield, TX 76063
Paladini Financial Management
2015 E. Lamar Blvd Suite 200, Arlington, TX 76006
RF Financial Group
2225 East Randol Mill Road, Suite 520, Arlington, TX 76011
Phoenix Wealth Partners
4606 Park Springs Boulevard Suite 140, Arlington, TX 76017
Renaissance Wealth Management
501 E Border St, Suite 200, Arlington, TX 76010

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.

  • Are there investment options in a 403(b) plan in Mansfield?

    Yes. There are several types of investments that a 403(b) plan holder can put their funds into. It can be in the form of a retirement income account, an annuity contract, or a custodial account. Since 403(b) is an employee-focused retirement plan, account owners can reach out to their employers for the list of available investments.

  • What savings options do you have in Mansfield when planning for your child's college education?

    You can set up a 529 college savings plan in Mansfield to help support your child's higher education. It is a state-sponsored plan that offers tax-deferred accrual and bigger contributions than a Coverdell IRA. You can also choose universal life insurance, which allows you to withdraw funds at no interest through policy loans. Another alternative is zero-coupon bonds, which, unlike ordinary bonds, do not make periodic interest payments.

  • What tools are available in Mansfield to help you with your short-term financial goals?

    There are various cash management instruments available in Mansfield to assist people with their short-term financial goals. They can put their earnings into money market funds, which are accessible through debit cards, wire transfers, or checks. People might also consider treasury bills, which mature in 90 days to a year. Certificates of deposit are another option. It is offered by local banks and is federally insured for up to $250,000 per depositor.

  • How can people in Mansfield find the right financial advisor?

    People in Mansfield can find the right financial advisor by searching their names on the FINRA broker-check website and verifying that their background is free from any regulatory disciplinary actions. They can also seek out professional certifications like CFA, MFS, CFP, or ChFC and verify whether the advisor has experienced at least one financial market cycle (or five years) in their field.

  • What makes fiduciaries different from financial advisors in Mansfield?

    Fiduciaries in Mansfield are bound by their legal and ethical oath to act in their clients' best interest. This means that they will recommend products that would benefit the investor's portfolio. Financial advisors, on the other hand, assist individuals in developing a strategy to fulfill their financial objectives. However, unlike fiduciaries, they are not legally accountable for their clients' funds.

  • 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.