Best Financial Advisors in San Antonio, TX

NFA Wealth Management is a consulting and advisory firm that offers its services in the San Antonio metro and its nearby areas. The business helps its clients achieve their definition of financial success with its products. Its financial advisors provide wealth management services that include tax, goal, and estate planning as well as insurance and investment management. Additionally, it aids with asset protection, business planning, and individual planning. NFA Wealth Management has been serving individuals for more than four decades.

Dempsey Wealth Management, LLC, is an independent financial advisory firm that serves San Antonio and the surrounding areas. Its financial planner, Patrick Dempsey, develops retirement plans that aim to increase tax-efficient distributions and save retirement assets for clients' upcoming generation, whether through personal savings, executive deferral plans, employer-sponsored plans, or IRAs. He also provides risk management and estate planning assistance. Dempsey is a Certified Financial Planner, who has more than 25 years of industry experience.

i•financial is a local independent insurance agency assisting individuals, families, and small businesses throughout in the San Antonio area. Its team of investment advisors works as fiduciaries to help clients create realistic financial plans. They create a customized plan that focuses on the process of evaluating assets, performing gap analysis, providing options, implementing strategies, and modeling goals. Its agents, Kevin and Jake, are certified financial planners and abide by the CFP Board's fiduciary standards.

Arrow Wealth Advisors serves residents in San Antonio. Its financial planning work helps clients understand monetary arrangements, cash flows, and commercial goals. Investment management is offered, which assists clients with asset allocation recommendations, funding monitoring and selection, and portfolio rebalancing and tax-efficient investing. Its advisors also conduct asset class investing for clients' portfolios to gauge financial goals that are backed by academic and scientific research. President Daniel L. Seltzer has a Master's degree in Financial Planning. He also has a CFP designation.

Clipper Wealth Management LLC is owned by Scott Cash Thompson, who is a Certified Financial Planner who manages the wealth of high-net-worth individuals. He also worked for a large wirehouse brokerage firm before opening his own firm. Clipper Wealth Management LLC is a full-service independent financial planning firm serving the San Antonio area. It provides money management, retirement planning, tax planning, and estate planning. The firm also offers insurance products, such as disability income insurance, life insurance, and individual health insurance.

1900 Wealth is an independent and locally owned company. It has been creating customized asset management programs for high-net-worth individuals and families in San Antonio and the neighboring communities since 1946. It provides investment management, family education governance, consulting, charitable gifting, and advisory services. It also helps people build their investment portfolios through iDirect™, a self-guided online solution to make institutional intelligent portfolios accessible. Jefferson Bank owns 1900 Wealth, a Registered Investment Adviser with the Securities and Exchange Commission.

Ulrich Investment Consultants helps high net worth individuals and families from San Antonio with managing their wealth. Its financial advisors look into the client's liquid assets, investments, real estate, additional business interests, cash flow requirements, and liabilities. The team also monitors progress and checks the efficacy of the strategies implemented. John Ulrich, the CEO of this firm, started in the investment business path in 1984. He is also among the founding members of the Medallion Investment Management Company.

Established in 2010, Platinum Wealth Solutions of Texas, LLC, is a financial advisory agency that serves San Antonio and neighboring communities. It caters to various clients, including business owners, mature families, pre-retirees and retirees, and young professionals. Its line of services includes asset allocations recommendations as well as college education, insurance, and tax planning. Nick Valenti, the CEO, offers 40 years of experience in the financial services industry. He holds different designations, such as Accredited Investment Fiduciary and Certified Financial Planner.

Kercheville Investment Advisors is an independent wealth management firm that has been serving the San Antonio area since 1984. It handles estate, retirement, and tax planning as well as investment and money management. It also provides portfolio management with two types of basis: discretionary and non-discretionary. The firm conducts analysis, vets convictions, and invests accordingly while monitoring financial markets and emerging trends. Since 1967, founder Joe Kercheville has been guiding clients through market cycles with discerning asset management strategies.

RBC Wealth Management is a financial advisory firm that serves San Antonio and nearby areas. It caters to a wide range of clients, including business owners and entrepreneurs, corporate executives, and multi-family offices. Its services include business exit planning, international banking and cash management, investment strategy development, and trade settlement. Moreover, it handles debt refinancing, personal protection, and wealth preservation. Janet Engels, the head of the firm's Portfolio Advisory Group, offers over 35 years of experience in the securities industry.

Strategic Financial Concepts aims to protect, preserve, and enrich the wealth of individuals, families, and businesses in San Antonio. Its financial advisors focus on investment management, insurance plans, and financial planning. Its wealth management services include retirement plans, asset acquisition and spending review, and business continuity planning. It provides asset protection solutions by monitoring, reviewing, and managing investable assets. CEO and managing principal Reagan Wagner uses a goal-oriented approach on estate and wealth planning for clients with a net worth of $5 million or more.

Located in San Antonio, Sendero Wealth Management offers financial consultations for individuals and businesses in the city. It assists first-time clients with different strategies for earning more cash or saving for goals—such as savings for children's education and retirement funds. The firm makes sure to educate its clients about taxes, healthcare, and other expenses that may affect their savings plan. Its president, Edward A. Hart, offers to talk about each financial plan personally through e-mails and phone calls. He and his staff also cater to commercial clients, including non-profit organizations and family-owned businesses.

The Lewis Group is a financial services firm that serves San Antonio and the surrounding areas. It helps clients prepare for retirement or sell their businesses through various solutions, including life insurance planning, IRA planning, and employee benefits. In addition, clients who need assistance in charitable giving strategies can also consult with the firm. Since its establishment in 1986, the firm's professionals have been guiding clients to take manageable steps toward developing a sound financial strategy that grows and protects their wealth.

Founded in 1981, Intercontinental is a wealth management firm serving clients in San Antonio and the surrounding locations. It provides a variety of financial advisory services for high-net-worth individuals, non-profit organizations, and corporations. The firm develops, implements, and monitors investment plans that can be adjusted based on clients' life situations. It also transfers wealth to future generations and lowers income and capital gains taxes. Intercontinental has adopted a concierge approach to delivering its financial services as required by its affluent clients.

Plan Well Private Wealth Services delivers financial advice to residents in San Antonio. The firm coaches clients on the appropriate investment options, taxation strategies, and insurance products to take in order to retain and grow funds for one's heirs or maintain a comfortable lifestyle. Its managing director, David Carlock, transitioned into wealth management in 2005 after 20 years in the telecommunications field. He gives counsel on the preservation of corporate assets and writes retirement plans.

Magister Wealth serves San Antonio residents who need financial advice. The firm produces plans that cover a client's retirement funds, risk assessments, education costs, and tax strategies. Its advisers deliver investment management solutions, constructing clients' portfolios and monitoring these products daily. The company also reviews estates and wills. It conducts business consulting tasks and acts as an outsourced CFO. Magister Wealth caters to entrepreneurs and delivers financial education classes that simplify complex money management concepts into comprehensible terms.