Best Financial Advisors in Plano, TX

Provident Financial Planning caters to residents of Plano who need financial advice. Its in-depth team of certified financial planners, certified public accountants, and doctors of jurisprudence consider clients’ dreams, concerns, and unique circumstances to create customized strategies to accomplish their goals. With over $100 million in assets under management and 10 years of experience, Provident Financial Planning works on customers’ investment management, legacy planning, and tax strategy concerns. Founder Paul S. Michel established the office in 2017.

Legacy Consulting Group provides financial life planning services to help Plano clients meet their financial goals. Founded in 1998, the firm has more than 100 years of combined financial, investment, and accounting experience. Clients receive consultation about their life goals, followed by step-by-step plans in achieving the goals with investment and savings plans. Managing Partner Roger Shake is a Certified Financial Planner, Registered Life Planner, and Certified Financial Transitionist. He has over 30 years of financial experience.

Strategic Financial Planning Inc. is a firm in Plano that specializes in wealth management and holistic financial planning. It helps clients plan out various aspects of their finances, including retirement income and insurance. Its staff can also review and manage a client's will. Strategic Financial Planning has been featured in various media outlets, including The Wall Street Journal and The Dallas Morning News. Its founder, Bryan Lee, is a member of the National Association of Personal Financial Advisors.

Cain Watters & Associates is a team of financial advisors focusing on the needs of dental practices in Plano. It provides business planning and personal financial planning to new dentists. In addition, the firm helps existing dental practitioners transition their business entities to new owners. Other services include wealth management, accounting, and tax service. Cain Watters & Associates has been serving dentists in the local community and across the country since 1984. All of its financial planners are certified public accountants.

Generational Wealth Advisors comprises a team of financial advisors who work with professionals, business owners, and corporate executives in Plano and the surrounding areas. They provide wealth management solutions using a client-focused approach. Services include portfolio management, financial planning, securities-based lending, estate planning, risk management, and retirement income planning. The firm's Director of Client Development, Gina Aldaz, has been in the financial industry for the last 20 years. She has experience serving executive teams of organizations, including 1013 Communications, Cox Media, and Scripps.

With over decades of experience, Heritage Financial Planning is a wealth management firm that serves Plano and nearby areas. The financial advisory group helps clients reach financial objectives such as ensuring retirement income, maximizing wealth transfer, reducing tax burden, establishing charitable legacies, and minimizing the effects of inflation. Heritage Financial Planning consists of advisors with years of financial knowledge and technical expertise. Several of their advisors are FPA members, and Steve, the company's founder, is a NAPFA-registered financial advisor.

DeRamus Wealth Management is an independent financial advisory firm that serves the residents of Plano and the surrounding areas. Its wealth management and investment services include financial planning, investment planning, and retirement planning. It also offers financial services for corporations, executives, and highly compensated employees. Founder and president Lawrence DeRamus has a combined experience of more than 20 years in finance, business, and real estate. He is a member of the Institute of Certified Financial Planners and the Financial Planning Association.

Credent Wealth Management is a team of financial advisors with offices in Plano and Waco. Its planning services cover estates, business succession, and financial goals. The professionals also provide investment management assistance, which involves conducting regular portfolio reviews, executing actionable insights and security transactions, and employing risk management guidelines. The financial planners and advisors at Credent Wealth Management have more than 150 years of collective industry experience. They also serve residents in Michigan and Indiana.

Parkway Wealth Management Group is a financial advisory firm that caters to individuals and families in the Plano metro and the surrounding areas. It handles asset, portfolio, and risk management, as well as estate, financial, and retirement planning. T. Ray Baker is a founding partner and a managing director at Parkway Wealth Management Group. He is a Certified Financial Planner with more than 22 years of experience in the industry.

Benold Financial Planning is a local firm catering to individuals and businesses in Plano. It offers financial planning services, including creating and maintaining cash flow budgets. Its process involves consultation, creation of plans with specific action points for different goals, and implementation with varying time frames. The firm also provides debt management, investment management, insurance optimization, and retirement and tax planning solutions. Its founder, Stephen Benold, is a Certified Financial Planner, who was a family physician for 30 years.

GB Financial Services, LLC, is an independent wealth planning firm based in Plano. It works with clients in creating and managing long-term plans through its range of services such as wealth accumulation, estate planning, life planning, retirement planning, and long-term care. The company practices holistic planning and has both a Certified Financial Planner and a life coach on staff to provide support in financial and personal concerns. GB Financial Services is an affiliate of the Commonwealth Financial Network.

Based in Plano, Domestique Capital is a financial planning firm serving individuals in the metro. It provides wealth management services such as financial planning, tax planning, estate planning, and retirement planning. It also assists clients with investment management, 401(k) plans, and personal insurance products. Damon Gonzalez founded Domestique Capital in 2009 after almost 10 years of experience in the financial services industry. He attained the designation Retirement Income Certified Professional in 2015 and has been a Certified Financial Planner since 2004.

Insight Wealth Partners is a wealth management and advisory firm that serves high-net-worth individuals, families, and business owners from Plano and the surrounding areas. Its financial planning services include areas such as tax strategies, asset protection, insurance and risk management, education funding, and estate and retirement income planning. Founder and managing member David S. Dryden has been working in the wealth management field for 29 years. He has been quoted in publications such as The Wall Street Journal and Forbes.

The Watchman Group is an independent firm based in Plano offering financial planning and investment services to clients around the country. In addition to providing investment services and portfolio analysis, the firm also helps individuals plan for and manage their retirement with tax, insurance, and estate planning services. Established in 2004, the firm is named in reference to the night watchman who was said to be the protector of the dark streets of Europe in the 17th and 18th centuries.

The Willow Bend Group of Wells Fargo Advisors offers wealth management services to clients in and around Plano. Its advisors provide personalized and comprehensive financial roadmaps to help clients achieve their financial goals. Through the company's Envision Process, its advisors are able to track each client's progress towards their goals as well as make adjustments whenever necessary. Some of the services being offered include estate planning, retirement planning, advisory services, and succession and business exit strategies.

Level Four Advisory Services provides comprehensive financial advice to individuals, business owners, investors, and organizations in the Plano area. It has retail offices across the United States. The firm offers financial planning, risk and asset management, corporate retirement plans, and business services. Level Four Advisory Services optimizes clients' financial strength through its four levels of client service—organize, create, plan, and communicate. It has more than 18 years of experience in the industry and ranked 12th in Accounting Today's Top Firms by Asset Under Management in 2020.