Expertise.com
2024

Last updated:

Best Financial Advisors in Baytown

Our Recommended Top 17

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Baytown Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

34

Reviewed

27

Curated

17

Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Baytown, TX
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Baytown, TX

Why choose this provider?

Need help contacting a Financial Advisor in Baytown? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Website
4400 Post Oak Pkwy, #200, Houston, TX 77027
  • Certified Financial Planner (CFP)
  • Financial Planning

Why choose this provider?

Financial Synergies Wealth Advisors is a team that serves Baytown and the greater Houston metro. For more than 35 years, it has been addressing the financial needs of families, young professionals, retirees, and business owners. The firm handles matters involving investment and total wealth management and financial and tax planning. It also helps clients process insurance policies to protect them in case of unexpected events. The company's professionals, who have over 100 years of combined industry experience, are certified financial planners.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.7
Google
4.7 / 5 (13)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
5599 San Felipe, Suite 900, Houston, TX 77056
  • Certified Financial Planner (CFP)

Why choose this provider?

The Financial Advisory Group, Inc. serves individuals and families in Baytown and the surrounding communities. It offers a wide range of services including financial planning, investment management, retirement planning, and fiduciary services. Its team of professionals also assists in cash flow management, estate planning, and insurance needs. Richard Alphonso, the chief executive officer of the company, has been in practice for 25 years. He is also a certified public accountant and a current member of the AAA-CPA.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
510 Bering, Ste. 100, Houston, TX 77057
  • Certified Financial Planner (CFP)

Why choose this provider?

Since its inception in 1989, Pin Oak Investment Advisors has been guiding individuals and multi-generational families in Baytown and neighboring areas with their financial and investment decisions. The firm assists in asset management and private funds management in strategic alternative asset classes like life settlement, real estate, and private credit. With over 100 years of collective experience, its team holds Certified Financial Planner and Chartered Financial Analyst designations. Founder Barrett Rouse has been named as a Five Star Wealth Manager by Texas Monthly.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
5177 Richmond Ave. Suite 700, Houston, TX 77056
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Financial Planning

Why choose this provider?

Goodman Financial is a fiduciary investment management and financial advisory firm that has been serving clients in Baytown and the surrounding areas since 1989. For clients who are interested in taking tax-efficient distributions to fund retirement or multi-generational wealth accumulation and planning, its team of Certified Financial Planners provides financial advice and investment management services customized to the clients' needs and situations. Its list of customers includes individuals, business entities, non-profit organizations, and private foundations.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.9

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1300 Rollingbrook Drive, Suite 603, Baytown, TX 77521
  • Retirement Planning
  • Tax Planning

Why choose this provider?

M. White Financial Services offers services to residents of Baytown. It provides financial services and legacy, tax, estate, and retirement planning. It assists customers with wealth management issues, develops and prepares financial plans, and reviews and implements investment strategies. It takes advantage of the resources of its dealer and broker Avantax Wealth Management, which uses due diligence and offers non-proprietary products using an open architectural platform. M. White Financial Services was founded by CPA Matthew White in January 2000.

Website
1400 Post Oak Blvd. Suite 1000, Houston, TX 77056
  • Certified Financial Planner (CFP)

Why choose this provider?

Linscomb & Williams is a fiduciary firm that caters to individuals and families in the Baytown metro. It offers financial planning, investment management, and general financial consulting services to help clients achieve financial security. The company also serves business owners who need tax planning, income tax minimization, and retirement planning solutions. It also deals with employee compensation issues. Managing director J. Harold Williams brings over 45 years of industry experience. He is a member of the American Institute of CPAs and Financial Planning Association.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
11 Greenway Plaza, Suite 1425, Houston, TX 77046
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Why choose this provider?

The Goff Financial Group offers wealth and investment management services for individuals, couples, and energy sector employees throughout Baytown. Its fiduciary advisors are geared towards retirement and financial planning, investment research, and the creation of tax-efficient investment strategies. The company's financial acclimation program helps clients monitor their progress and the possible risks involved in a strategy that is tailored to suit their financial goals. Presently, the company manages over $350 million in assets for long-term investors.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (3)
Facebook
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
12000 Aerospace Avenue, Suite 420, Houston, TX 77034
  • Certified Financial Planner (CFP)

Why choose this provider?

Royal Harbor Partners is an independent financial advisory company serving Baytown and nearby areas. It assists families, individuals, and business owners in developing financial planning solutions that involve investments, savings, and business strategies. The firm also offers multi-generational legacy planning, including final wealth transfers, transitional finance, estate planning, and trust funds. Firm partner Glenn Royal is a Certified Financial Planner and has a background in institutional trading. He is a Houston native and US Navy veteran who began his career in the investment industry in 1984.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
700 Louisiana St., Houston, TX 77002
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Wealth Management

Why choose this provider?

Post Oak Private Wealth Advisors serves Baytown and the surrounding areas. It is an investment management and financial advisory firm that caters to individuals, wealthy families, and institutions. The company offers advanced risk-managed investment and wealth management services, including estate and tax planning. It also provides retirement distribution planning that assesses the client's asset components, such as company pension, company stock options, and 401(k) savings plan. Senior Vice President Donna Behler has more than two decades of blue-chip experience.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.9
Google
4.9 / 5 (22)
Facebook
5.0 / 5 (12)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
14550 Torrey Chase Blvd. Suite 360, Houston, TX 77014
  • Estate Planning
  • Retirement Planning
  • Financial Planning

Why choose this provider?

Strategic Financial Advisors is an independent financial planning firm serving Baytown. It advises clients on investment strategies and ways to utilize their wealth. It assists clients in developing plans that help them achieve their goals and secure their assets by offering a comprehensive wealth management service. It includes asset allocation design, investment selection, portfolio construction, Social Security analysis, and tax management. Its advisors also handle matters related to estate planning, insurance, retirement, and tax planning. Firm Keith Mitcham is a Chartered Financial Consultant.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
2707 West Baker Road, Baytown, TX 77521
  • Certified Financial Planner (CFP)

Why choose this provider?

Davis & Associates is a financial service provider serving residents of the Baytown area. It offers professional services related to tax management and tax planning and preparation. It also extends assistance to clients in matters involving investment management, retirement strategies, estate conservation, and accounting services. Its team of financial professionals has years of extensive experience that helps individuals execute a sound financial program. They specialize in creating an approach that is designed to address individual client needs.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.6
Google
5.0 / 5 (7)
Yelp
3.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
17225 El Camino Real Suite 250, Houston, TX 77058
  • Certified Financial Planner (CFP)

Why choose this provider?

ViaQuest Financial Group develops unique financial paths and customizes strategies and services for clients in Baytown. The firm explains how changing financial conditions affect clients, helps them define their goals and recommends solutions that fit their needs, and monitors their financial progress. Financial advisor David Bogan has more than 33 years of experience and focuses on 401k type savings plans and retirement planning for business owners. ViaQuest Financial Group's investors include TD Ameritrade Institutional, Arbor Point Advisors, and Securities America.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
2603 Augusta, Suite 1400, Houston, TX 77057
  • Certified Financial Planner (CFP)

Why choose this provider?

Horizon Wealth Advisors is a firm that offers financial planning and wealth management services in Baytown and the surrounding metros. The advisors from this firm help clients plan their cash flow, estate, education, and retirement. It also guides them in matters like taxes, investments, and charitable endeavors. The firm is a member of the National Association of Personal Financial Advisors. It has been recognized as the Top Wealth Management Firm for 2021 by the Houston Business Journal.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (18)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
520 Post Oak Boulevard Suite 450, Houston, TX 77027
  • Certified Financial Planner (CFP)

Why choose this provider?

Founded in 2008, Global Wealth Advisors is an independent financial advisory firm that serves clients in Baytown and the surrounding areas. Its financial advisors provide custom-tailored financial planning solutions for the investment management, retirement planning, estate planning, tax reduction, education savings, and risk management needs of its clients. With a combined total of 100 years of experience, its team has Certified Financial Planner and Accredited Investment Fiduciary designations. Global Wealth Advisors has been featured on CNBC and Yahoo Finance.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
800 Town & Country Boulevard, Suite 220, Houston, TX 77024
  • Certified Financial Planner (CFP)

Why choose this provider?

Avidian Wealth Solutions is a company that provides financial planning services for individuals, families, business owners, and retirees in the Baytown metro. Its fiduciary financial advisors follow a seven-step process starting with identifying a client's financial situation and analyzing their opportunities up to implementing strategies and regular financial reviews. Avidian has been in the industry since 2003 and is currently managing $3.3 Billion in client assets. Leading the group is CEO Luke Patterson with investment experience of 20 years.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • What are the things that you should consider when planning for your retirement in Baytown?

    When planning for your retirement in Baytown, ask yourself specific questions, such as how much your plan is expected to cost and how long your retirement should last. Consider your expected sources of income, as well as the investment strategies that can help you live comfortably in retirement. By asking yourself these questions, you can ensure that you make plans that you won't regret.

  • What are the different sources of financial risks in Baytown?

    In Baytown, some financial risks include external factors that affect stock prices. Market risk is a prime example of this; it occurs when the general trend of the stock market is lower, resulting in lower-than-normal stock values. Another instance is company-specific risk, which includes unanticipated costs, postponed product launches, supplier issues, and management changes.

  • What is the value of getting a second opinion on your financial condition in Baytown?

    Having a personal financial plan in Baytown may already be sufficient to protect your assets. However, there are occasions when your original plan is no longer appropriate, given the state of your finances. To be sure that your existing plan still fits your financial objectives and risk tolerance, you should get a second assessment from another financial counselor. A second opinion will give you access to a financial alternative strategy focused on achieving your personal and family monetary goals.

  • What is the aim of a personal financial plan in Baytown?

    A personal financial plan focuses on three key aspects that include maximizing employer benefits, organizing core estate plans, and analyzing the life insurance needs of Baytown residents. Financial advisors also use your plans to design tailored college education plans, develop realistic budgets, and foster good saving and investment habits. They work to provide you with the tools you need along the way so you may succeed financially and protect your future.

  • Why is college planning a fundamental component of a financial plan in Baytown?

    Due to the rising costs of education, college planning became a key component of Baytown's financial plan. Your financial advisor will suggest that you put this plan at the top of your list due to the need to handle the financial burden that college costs place on families. Your advisor will work closely with you to create a personalized strategy that addresses your concerns about college planning, ensuring a better future for you and your loved ones.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.