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Best Financial Advisors in Arlington

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Argo Retirement Advisors logo

Argo Retirement Advisors

Grand Prairie, TX 75050
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  • Estate Planning
  • Retirement Planning

Argo Retirement Advisors is a financial advisory company that specializes in retirement planning. Company president, Matt Risenhoover, has almost two decades of financial advisory experience in the Dallas-Fort Worth area. Argo's Grand Prairie office provides clients with investment management through IRA accounts, government securities, and stocks and bonds. Its financial planning services are geared toward retirement and include plans to alleviate tax burdens, 401(k) planning, retirement planning, and estate planning. Additionally, the company provides guidance regarding disability, life, and long-term-care insurance.

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Bennett Wealth Advisors logo

Bennett Wealth Advisors

Mansfield, TX 76063
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Bennett Wealth Advisors is a financial advisory firm founded by Wallace Bennett, who has been providing clients with wealth management strategies for almost two decades. The Mansfield-based company helps individuals develop financial strategies, and its financial advisors assist clients with 401(k) planning, retirement income planning, wealth accumulation, asset protection, and life insurance guidance. Additionally, if clients need advice from attorneys or tax professionals, the company refers them to experienced professionals in its network.

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Green Hill Income Planning logo

Green Hill Income Planning

Mansfield, TX 76063
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  • Estate Planning
  • Tax Planning

Green Hill Income Planning is a retirement planning firm located in Mansfield, TX that specializes in income planning for professionals and retirees. It also offers wealth management services to grow client assets, along with asset protection and legacy planning strategies. Additionally, Green Hill provides retirees with social security guidance. The company's professionals bring more than two decades of combined experience to the table.

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Holland Investment Management logo

Holland Investment Management

North Richland Hills, TX 76180
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Holland Investment Management is an investment management company serving the North Richland Hills community. Clients have access to multiple investments and financial planning strategies. Its financial advisors help guide clients through retirement and estate planning and offer insurance advice, tax burden alleviation, lifestyle goals, and investment opportunities. Holland Investment Management was founded by Gary Holland in 2004.

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K Freeman, CPA PLLC logo

K Freeman, CPA PLLC

305 Regency Parkway, Mansfield, TX 76063
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  • Tax Preparation
  • Business Formation

Established in 1994, K Freeman, CPA PLLC, offers financial services to individuals and businesses in Arlington and the surrounding metro areas. The firm provides a broad range of financial solutions, including wealth management and financial planning, personal tax and accounting, business startup and consulting, and business tax and accounting services. Founder Karen Freeman has almost 30 years of tax and accounting experience. Additionally, she provides accounting preparation and consultation, Quickbooks setup and support, and investment portfolio management.

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Parkstone Wealth Management, LLC logo

Parkstone Wealth Management, LLC

Arlington, TX 76011
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Parkstone Wealth Management is a wealth management advisory firm located in Arlington, TX. The company provides retirement and estate planning services, insurance guidance, investment management, and lifestyle planning services. Parkstone's staff is made up of experienced professionals who use a hands-on approach to financial advice. Additionally, the company provides clients with education tools to better understand their financial options.

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Phoenix Wealth Partners logo

Phoenix Wealth Partners

4606 Park Springs Boulevard, Arlington, TX 76017
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  • Certified Financial Planner (CFP)

Phoenix Wealth Partners is a financial planning company providing services to Arlington and the surrounding communities. Its team specializes in assisting women with their finances to help them care for elderly parents and raise children after divorce. The team also caters to the LGBTQ community and individuals who have family members with special needs. Phoenix Wealth Partners was founded by Myra Slaybaugh, a financial consultant who served as an air defense artillery officer in the U.S Army.

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RF Financial Group logo

RF Financial Group

2225 East Randol Mill Road, Arlington, TX 76011
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  • Estate Planning
  • Retirement Planning

RF Financial Group is an investment planning, retirement planning, and estate planning practice serving clients in Arlington and its surrounding areas. It also assists with matters on 401(k) planning, Roth IRA, traditional IRA, and SIMPLE IRA. Larry Rose, the founding partner and principal of RF Financial Group, offers financial guidance to his clients in the areas of living trusts, investments, and financial planning. He started his career in financial services in 1973 and has served physicians, affluent retirees, and attorneys.

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Schooler Financial logo

Schooler Financial

North Richland Hills, TX 76182
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Schooler Financial is a financial advisory firm located in North Richland Hills, TX. Its founder, Jim Schooler, has been part of the financial services industry since 1991 and has been a chartered financial consultant since 2001. The company provides knowledge, solutions, and products to both businesses and individuals. Its clients receive comprehensive investment management services, distribution planning guidance, and custom-tailored retirement strategies. In addition, clients have insurance options like life insurance, disability income insurance, and long term care insurance from which to choose.

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Schulz Wealth logo

Schulz Wealth

Mansfield, TX 76063
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Schulz Wealth is a fee-only financial planning and wealth management firm located in Mansfield. Founder and owner, Rob Schulz, has a CFP® certification and has been part of the financial services industry since 1995. Schulz Wealth was founded in 2014. The company offers financial planning, investment management, and 401(k) plan consulting. Each of its clients receives a customized, flexible retirement plan to help meet their goals. As clients make progress toward their most basic goals, the firm's financial advisors layer in variables and risk factors to strengthen the overall plan.

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SJK Financial Planning logo

SJK Financial Planning

2833 Crockett Street, Fort Worth, TX 76107
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  • Certified Financial Planner (CFP)

SJK Financial Planning offers a broad range of financial advisory services to individuals, families, and entrepreneurs in Arlington and the surrounding metro areas. The firm's professionals help clients achieve their financial goals through financial planning, investment management, and pension advisory services. Founder Wes Shannon is an experienced certified financial planner (CFP). He specializes in assisting business owners on how to retire or set up the "end game" for their businesses. Wes is a member of NAPFA, FPA, and the XY Planning Network.

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Strickland Financial Group logo

Strickland Financial Group

800 East Border Street, Arlington, TX 76010
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Strickland Financial Group provides advisory services to clients in Arlington and nearby areas. Its team evaluates and analyzes the clients' property records, cash management accounts, liabilities insurance coverage, income investments, and tax returns to create financial plans suitable to their needs and goals. Its principal financial advisor, Graham “Gray” Strickland, graduated summa cum laude with his Public Relations degree minoring in Business Finance. Gray also serves as an executive board at the Longhorn Council BSA.

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Timothy T Aumann logo

Timothy T Aumann

11300 Lindbergh Blvd Suite 106, Fort Myers, FL 33913
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  • Certified Financial Planner (CFP)

Timothy T. Aumann is an Edward Jones-affiliated financial advisor who caters to clients across Fort Myers. He assists new investors in various areas, such as portfolio reviews. He also deals with divorce finances and counsels individuals on wealth strategies. His other services include insurance and annuities. Aumann has over nine years of experience in the finance industry and is a Certified Financial Planner by the CFP Board. He volunteers for various non-profit organizations, including Safari Club International and the American Cancer Society.

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Trinity Fiduciary Partners, LLC logo

Trinity Fiduciary Partners, LLC

Arlington, TX 76011
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Trinity Fiduciary Partners is an investment planning firm with a focus on faith and family. The company is geared toward those who want to make investments without violating their ethics or religious beliefs. Though the company's advisors are Roman Catholic, they also help investors with other religious beliefs. Trinity Fiduciary Partners' investment management services include basic strategies, institutional services, and comprehensive client services. Additionally, the company has several financial products available. Trinity was founded in 2005 by CFP Samuel Saladino, a portfolio manager with more than two decades of experience.

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Wallace Wealth Management logo

Wallace Wealth Management

Arlington, TX 76017
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  • Estate Planning

Wallace Wealth Management is an Arlington-based wealth management company that's served the DFW area for more almost two decades. Its financial advisors provide clients with education about financial management, along with an analysis of market performance data. Each of the firm's clients receives a customized financial program that helps them establish and achieve their goals. Financial programs may involve investment management, estate conservation, insurance products, and retirement strategies.

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Walter Virden III, CFP logo

Walter Virden III, CFP

1205 South Bowen Road, Arlington, TX 76013
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  • Certified Financial Planner (CFP)

Based in Arlington, Walter Virden III, CFP, is an authorized representative and financial advisor at Momentum Independent Network, Inc. He caters to the financial planning needs of individuals and families seeking to purchase a home, finance college education, or plan retirement. Aside from giving financial advice in the areas of investment management, tax management, insurance plans, and retirement plans, he also helps business clients draft customized financial plans and continually reviews them to monitor progress.

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Frequently Asked Questions

Q: Should I hire a financial advisor before buying a house?

A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

Q: What experience should I look for in a financial advisor?

A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Q: Can my financial planner help with taxes?

A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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