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Best Financial Advisors in Baytown

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Baytown, TXBaytown, TX

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.

Baytown, TXBaytown, TX

Website

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

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

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.

800 Town & Country Boulevard, Suite 220, Houston, TX 77024
Houston, TX 77024

Website(281) 957-4144

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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

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.

2707 West Baker Road, Baytown, TX 77521
Baytown, TX 77521

Website(281) 422-3087

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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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

5 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

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

Financial Synergies Wealth Advisors is a team that serves Bayton and the greater Houston metro area. For more than 30 years, it has been catering to the financial needs of individuals, families, and businesses in matters related to financial planning, investment management, tax planning, and total wealth management. All the team members of Financial Synergies are Certified Financial Planners. They have a combined experience of more than a hundred years in the financial services industry.

4400 Post Oak Pkwy #200, Houston, TX 77027
Houston, TX 77027

Website(713) 623-6600

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

4.7 / 5 ( Best)

Total Reviews:

13 (Better)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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

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.

520 Post Oak Boulevard Suite 450, Houston, TX 77027
Houston, TX 77027

Website(832) 649-8111

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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

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.

5177 Richmond Ave. Suite 700, Houston, TX 77056
Houston, TX 77056

Website(713) 599-1777

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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.

Online Profiles:

1 (Good)

Average Review Score:

4 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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

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.

2603 Augusta, Suite 1400, Houston, TX 77057
Houston, TX 77057

Website(713) 748-7000

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

6 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

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

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.

1400 Post Oak Blvd. Suite 1000, Houston, TX 77056
Houston, TX 77056

Website(713) 840-1000

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

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

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.

1300 Rollingbrook Drive, Suite 603, Baytown, TX 77521
Baytown, TX 77521

Website(832) 514-2551

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

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.

510 Bering, Ste. 100, Houston, TX 77057
Houston, TX 77057

Website(713) 871-8300

Show Number

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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

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.

700 Louisiana St., Houston, TX 77002
Houston, TX 77002

Website(281) 580-2100

Show Number

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.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

21 (Better)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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

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.

12000 Aerospace Avenue, Suite 420, Houston, TX 77034
Houston, TX 77034

Website(713) 554-2252

Show Number

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

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

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.

14550 Torrey Chase Blvd. Suite 360, Houston, TX 77014
Houston, TX 77014

Website(281) 444-8732

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

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

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.

5599 San Felipe, Suite 900, Houston, TX 77056
Houston, TX 77056

Website(713) 627-7660

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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

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.

11 Greenway Plaza, Suite 1425, Houston, TX 77046
Houston, TX 77046

Website(713) 850-8900

Show Number

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.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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

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.

17225 El Camino Real Suite 250, Houston, TX 77058
Houston, TX 77058

Website(281) 335-7609

Show Number

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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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