Best Financial Advisors in Abilene

Bobby Miers has more than 25 years of experience in the financial services industry. He is the investment manager of Cornerstone Financial Southwest, an independent financial advisory firm that serves individuals, families, executives, and business owners in the Abilene area. Miers and his team of financial advisors offer financial services and wealth management and consultation. Some of their clients include those in the field of ranching and farming, healthcare, and energy.

Parkway Advisors is an insurance-focused investment advisory firm that caters to clients in Abilene. It offers different financial planning services, including asset management, insurance investment consulting, and statutory reporting. Its team of insurance professionals handles insurance regulation, risk-based capital, and net investment income. It utilizes different tools in handling the client's account and portfolio, including social and moral screening tools, actuarial and accounting software, and credit research tools. Its CEO, Theron R. Holladay, Sr. has 28 years of experience in accounting and insurance investment.

Plan Ahead Financial Management Inc. is a registered investment advisor operating in Abilene. President Paul Schnitman founded the firm in 1992 and currently holds Chartered Life Underwriter and Chartered Financial Consultant designations. The firm provides various financial solutions, such as financial consulting, investment management, and insurance counseling. It also offers the Plan Ahead Spending program that can include reviewing clients' financial situation and tailoring a spending plan. This enables them to manage their spending and maintain good financial health.