Laurels

Best Financial Advisors in Bryan
2022

Why These Financial Advisors?

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

Reviewed Curated Top Picks 33 25 14

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

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

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Charis Legacy Partners

  • CFA Charterholder
  • Retirement Planning
  • Private Wealth Advisor
  • Finance Planning

Charis Legacy Partners provides financial advising services to clients in Bryan. The company focuses on helping individuals plan their finances by offering cash flow, investment, tax, insurance, and estate planning services. It also guides clients needing assistance to manage or grow their investments. Charis Legacy Partners works with Charitable Advisors Network and Orca Capital Ventures. The company's founder and CEO, Scott Monk, brings over two decades of experience in the investment and financial planning industry. He holds the Chartered Financial Analyst certification.

1716 Briarcrest Dr Suite 300
Bryan, TX 77802

Website

The Rhodes Financial Group

  • Financial Planning

The Rhodes Financial Group is an advisory firm that serves individuals in Bryan. It offers assistance in a broad range of areas, including retirement plans, profit-sharing plans, and life insurance. The company also assists clients with various types of investments such as fixed annuities, common stocks, and bonds. Its team works with clients' attorneys and CPAs in the process of creating financial plans. The firm is headed by David Rhodes, a CFP, who appeared on several media platforms, including CBS Market Watch and USA Today.

1920 West Villa Maria Suite 307
Bryan, TX 77807

Website