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Laurels

Best Financial Advisors in Arlington
2019

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored financial advisors on more than 25 variables across five categories, and analysed the results to give you a hand-picked list of the best financial advisors in Arlington, TX.

Reviewed Curated Top Picks 101 67 16

Our Selection Criteria:

  • 1. Reputation

    A history of delighted customers and outstanding service.

  • 2. Credibility

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Experience

    Masters of their craft, based on years of practical experience and education.

  • 4. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Find Your Financial Advisor Match

We've helped tens of thousands of people find top local financial advisors.

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Argo Retirement Advisors

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.

Grand Prairie, TX 75050 (214) 790-9830

Website

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Baker Financial Services

Baker Financial Services is an independent, full-service financial planning firm located in Arlington that's been serving clients for over three decades. Each of the firm's clients receives a personalized plan based on their goals and current stage of life. Its financial planning services include an ongoing client relationship with monitoring of goals. It also offers asset management services, which helps build portfolios through an allocation approach, insurance planning, retirement income planning, social security planning, and estate planning.

Arlington, TX 76012 (817) 861-7099

Website

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Bennett Wealth Advisors

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.

Mansfield, TX 76063 (817) 472-8086

Website

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Green Hill Income 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.

Mansfield, TX 76063 (682) 214-2330

Website

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Holland Investment Management

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.

North Richland Hills, TX 76180 (817) 698-9800

Website

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Karen S. Freeman CPA & Financial Advisor

Karen S. Freeman CPA & Financial Advisor is a firm that's been serving the Mansfield community since 1994. Its founder, Karen Freeman, has more than two decades of accounting and tax experience. The firm's clients receive financial planning and wealth management services, along with personal tax return preparation and accounting. Additionally, the firm handles business accounting and taxes, financial consulting, and planning strategies for startups.

Mansfield, TX 76063 (817) 473-8471

Website

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Parkstone Wealth Management, LLC

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.

Arlington, TX 76011 (817) 962-0068

Website

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Phoenix Wealth Partners

Phoenix Wealth Partners is an Arlington-based wealth management firm that provides clients with ongoing, conflict-free financial advice. The company offers financial advice but also advocates for clients and educates them. The company president, Myra Slaybaugh, has her CFP certification and completed a Master of Science degree in Management in 2016. Its holistic financial planning services help clients meet their needs in every stage of life. Phoenix Wealth Partners has a particular focus on the LGBTQ community, families with special needs individuals, people interested in socially impactful investing, and women.

Arlington, TX 76017 (817) 969-5405

Website

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RF Financial Group

RF Financial Group is an estate, retirement, and investment planning practice based in Arlington, TX. Its team of financial professionals helps clients address retirement investing strategies, overall investing principles, issues with estate conservation, and risk management calculations. The company's founding partner and principal, Larry Rose, has been in the financial services industry since 1973. The company provides assistance in college planning, 401(k) planning, and IRA accounts management.

Arlington, TX 76011 (817) 640-1919

Website

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Schooler Financial

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.

North Richland Hills, TX 76182 (817) 475-6893

Website

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Schulz Wealth

Schulz Wealth is a comprehensive financial planning and wealth management firm located in Mansfield. The company president, Robert 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 services, investment management strategies, and 401(k) plans. 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.

Mansfield, TX 76063 (817) 405-4014

Website

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SJK Financial Planning, L.L.C.

SJK Financial Planning is a financial advisory firm in Hurst, TX. The company's mission is to act as a financial "concierge" for each of its client. In addition to managing investments and developing financial plans, the company assists clients with other financial and business services. SJK Financial Planning has helped clients find real estate services, mortgages, retirement plans, college plans, and bank financing options. SJK was founded by Wes Shannon, a financial planner with more than two decades of financial services industry experience. Wes is currently a member of NAPFA and the FPA.

Hurst, TX 76054 (817) 228-4737

Website

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Strickland Financial Group

Strickland Financial Group is an Arlington-based financial advisory group. The current company president, Graham Strickland, joined the business in 2002. At the time, Strickland Financial Group already had more than two decades of experience. The company uses a streamlined evaluation process to make financial plans that meet client goals. After ascertaining a client's goals, the company analyzes every aspect of the client's finances, from debts to investment accounts to tax returns to risk tolerance. Once the firm's advisors have a comprehensive idea of the client's financial standing, they come up with a step-by-step plan. After the implementation of the plan, Strickland Financial Group works closely with clients to monitor and adjust the goals.

Grand Prairie, TX 76010 (817) 461-4412

Website

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Trinity Fiduciary Partners, LLC

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.

Arlington, TX 76011 (817) 274-2700

Website

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Wallace Wealth Management

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.

Arlington, TX 76017 (817) 478-5553

Website

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Walter Virden III CFP

Walter Virden III CFP is a financial advisor based in Arlington, TX. His firm provides personalized analysis and plans to match clients with ideal services and products. The company's philosophy is that the best financial planning decisions vary depending on a person's assets, goals, and current stage of life. Walter Virden specializes in customized retirement and financial plans for businesses, families, and individuals. Having earned his CPA certification in 1969, Walter brings more than five decades of experience to the table.

Arlington, TX 76013 (817) 274-2981

Website

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