Expertise.com

Best Financial Advisors in Cedar Park

2024

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls
Financial Advisors FAQs 〉

Providers

Last updated:

SmartAdvisor by SmartAsset logo
FEATUREDExpertise.com

SmartAdvisor by SmartAsset

Cedar Park, TX
  • Estate Planning
  • Financial Planning
  • Retirement Planning
  • Investment Management

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

Cedar Park, TX

Why choose this provider?

Need help contacting a Financial Advisor in Cedar Park? 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
4210 Spicewood Springs Rd. Building E, Austin, TX 78759
  • Certified Financial Planner (CFP)

Why choose this provider?

Founded in 2004, Stone Wealth Management serves Cedar Park. Its team of advisors helps young professionals and executives reach their financial goals and grow their wealth through project-based planning. They develop and implement plans that address financial concerns related to cash flow management, retirement, estate, taxes, and risk management. They perform ongoing reviews to monitor progress and readjust strategies as necessary. Before establishing his firm, W. Morgan Stone served as vice president of Austin Trust Company.

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
3108 N Lamar Blvd., Suite B100, Austin, TX 78705
  • Retirement Planning
  • Tax Planning

Why choose this provider?

Established in 2006, Austin Private Wealth is an independent firm that caters to clients in Cedar Park and the neighboring communities. It provides financial planning and wealth enhancement services, which involve private investments, executive compensation plans, advanced tax techniques, and concentrated stock options. It also offers wealth transfer and protection services. Its team advises on charitable giving and women's financial strategies. Founders Dan Kraus and Raoul Celerier have more than four decades of experience in the finance industry. They both hold CFP and CRPC designations.

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.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
500 N Capital of Texas Hwy Building 8-100, Austin, TX 78746
  • Certified Financial Planner (CFP)

Why choose this provider?

Established in 2014, ATX Portfolio Advisors is an independent fiduciary investment advisor serving clients in and around Austin. It offers comprehensive wealth management and financial planning solutions to affluent professionals, executives, business owners, and retirees. Founding principal, Jeff Weeks, holds the CFP designation and brings over more than 30 years of experience in the field. He is a member of the National Association of Personal Financial Advisors.

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
3006 Bee Caves Rd Suite A-200, Austin, TX 78746
  • Certified Financial Planner (CFP)

Why choose this provider?

Collective Advisors offers comprehensive financial consulting solutions for individuals in and around Cedar Park. Its financial advisors assist in planning and preparing for clients' short-term or long-term financial goals, such as saving for college, planning for retirement, or purchasing properties. The firm also helps clients select and manage investments to build their portfolios. Managing partner and senior wealth advisor Adam J. Flagg is a Certified Financial Planner and Accredited Investment Fiduciary that has over a decade of experience in the industry.

License Verified:

License: 155344

Investment Adviser Public Disclosure Database, SEC

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
7800 N. Mopac Expy, Suite 340, Austin, TX 78759
  • Certified Financial Planner (CFP)

Why choose this provider?

Lucien, Stirling & Gray Advisory Group serves individuals, corporations, trusts, and foundations in Cedar Park and neighboring areas. It has been helping clients secure their financial objectives since 1992 by providing financial planning and fiduciary level wealth management services. Its team works closely with clients in analyzing and evaluating their current financial status. It also helps in strategizing industry-standard plans. The company's chairman, Mark Ward, holds both the Certified Financial Planner and Chartered Financial Consultant designations.

License Verified:

License: 112641

Investment Adviser Public Disclosure Database, SEC

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
Facebook
4.8 / 5 (4)
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.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
9020 N. Capital of Texas Hwy. Building I, Suite 345, Austin, TX 78759
  • Retirement Planning
  • Tax Planning

Why choose this provider?

Clear Rock Advisors serves the residents of Cedar Park in meeting their financial goals. Its advisors develop financial plans and implement tailored strategies to save and invest for retirement. They help customers manage their cash flows by both short- and long-term budgeting. In addition, they deal with inheritance planning, tax strategies, executive compensation plans, and risk management solutions. Royce G. Itschner, the managing director, is a CPA and a CFP. Prior to joining the firm, he served as a director, treasurer, and secretary for Massey, Itschner & Company, P.C.

License Verified:

License: 282716

Investment Adviser Public Disclosure Database, SEC

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)

Website
1320 Arrow Point Dr, Ste 501, Cedar Park, TX 78613
  • Certified Financial Planner (CFP)

Why choose this provider?

BKA Wealth caters to individuals, families, and business owners in Cedar Park and the surrounding areas. The company helps clients establish their goals and objectives and analyzes their financial situations before developing, implementing, monitoring, and reviewing financial plans. It also deals with retirement planning, risk management and insurance, investments and allocation, cash management, and estate planning. CEO and co-founder Eric Boyce has been in the finance, investment research, and portfolio management industries since 1991.

License Verified:

License: 288157

Investment Adviser Public Disclosure Database, SEC

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 (17)
Google
5.0 / 5 (5)

Website
4800 Bee Caves Rd, Austin, TX 78746
  • Certified Financial Planner (CFP)

Why choose this provider?

Per Stirling is an SEC-registered fiduciary wealth advisory firm that serves individuals and businesses in Cedar Park, the rest of Texas, and the world. It offers holistic financial planning and wealth portfolio management, which includes custom-designed and company-sponsored growth portfolios. Per Stirling has received several awards, such as RecognizeGood's 2018 Ethics in Business & Community and the Financial Times' 2020 Top Financial Advisers. The firm supports various local programs and organizations, such as Amplify Austin Day 2022 and the Ann Richards School Foundation.

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
1603 Medical Parkway, Suite 230, Cedar Park, TX 78613
  • Certified Financial Planner (CFP)

Why choose this provider?

Donato Wealth Management caters to individuals and families in Cedar Park. It offers financial advisory solutions designed to improve and protect clients' assets. The firm implements financial strategies parallel to each client's needs and goals. It handles tax, healthcare, and legacy planning matters. Additionally, it designs income distribution plans for retirees and manages investment portfolios. Donato Wealth Management has been in the industry for more than 15 years. Its owner and CEO, Philip D. Capriotti, Sr., is a fiduciary financial advisor.

License Verified:

License: 305031

Investment Adviser Public Disclosure Database, SEC

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 (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
1603 Medical Parkway, Suite 230, Cedar Park, TX 78613
  • Certified Financial Planner (CFP)

Why choose this provider?

Senior Tax & Insurance Advisors, PLLC, helps families and individuals in Cedar Park achieve their retirement goals. Its team of financial, tax, and legal advisors assist clients in identifying their values, setting short-term and long-term goals, and drawing up financial strategies. It handles asset protection, annuities, lifetime and retirement income planning, estate planning, and veterans' benefits. Philip Donato Capriotti Sr., the company's CEO and founder, is a licensed fiduciary and an Ed Slott Master Elite IRA Advisor.

License Verified:

License: 7181143

Investment Adviser Public Disclosure Database, SEC

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 (15)

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
13809 Research Boulevard Suite 250, Austin, TX 78750
  • Certified Financial Planner (CFP)

Why choose this provider?

Coordinated Financial Group caters to the Cedar Park metro and its surrounding areas. It provides clients with financial strategies that are tailored to fit their specific goals—whether for estate planning, insurance protection, new investments, or wealth-building. It also offers its services to business owners, helping them craft pension or retirement plans. The company has a collection of educational articles, videos, and presentations available on its website that aims to raise its clients' awareness regarding various financial situations.

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
4810 Spicewood Springs Road Suite 100, Austin, TX 78759
  • Certified Financial Planner (CFP)

Why choose this provider?

Austin National Financial Services has been catering to clients throughout the Cedar Park metro since 1986. It helps individuals prepare for the future of their families and finances by offering retirement planning services. It also assists clients in protecting and managing their finances during life transitions, such as getting married or divorced or applying for college. Its current owner, Nikki A. Naylor, holds a Certified Financial Planner designation. Before starting her career in the financial industry, she has served as a securities analyst and trader.

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
1301 S. Capital of TX Hwy Ste C-210, Austin, TX 78746
  • Certified Financial Planner (CFP)
  • Insurance Products
  • Business Formation

Why choose this provider?

Austin Wealth Management offers diverse financial solutions to the communities in and around Cedar Park. It serves individuals from their early and later careers to retirement. Its staff members provide advice on financial management, budgeting, and children's spending to clients in order to help them create economic security. They aid in wealth creation by providing information on how much money to save and where to invest. The group also handles retirement income management. Managing partner Kevin X. Smith holds a certification as a CFA.

License Verified:

License: 172793

Investment Adviser Public Disclosure Database, SEC

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.
4.3
Google
4.1 / 5 (7)
Yelp
5.0 / 5 (2)

Website
921 W. New Hope Dr. Suite 104, ​Cedar Park, TX 78613
  • Certified Financial Planner (CFP)

Why choose this provider?

Momentum Private Wealth Management serves Cedar Park. Its founder, Austin P. Hon, aims to help people achieve their goals by combining financial planning and investment management. He assists clients in managing different aspects of their financial lives, including education and retirement. He also offers advice regarding cash flow, estate, insurance, Social Security, and tax planning. The process involves analyzing their current status and developing, implementing, and monitoring plans. Hon carries over 14 years of industry 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.
5.0
Yelp
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.
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 different classes of assets that financial advisors in Cedar Park can help manage?

    Cash is one type of asset that financial advisors in Cedar Park can help manage. This pertains to the most liquid holdings in one's investment portfolio and includes the balance in a checking account, deposit certificates, and money market account. Tangibles are another asset class. This refers to gold, precious stones, valuable collector's items, and real estate holdings. Debt is also a class of asset that includes collateralized mortgage obligations, as well as corporate and government bonds.

  • What are common investment risks that individuals in Cedar Park can encounter?

    Inflation is considered an investment risk because it reduces one's purchasing power and investment returns. Financial advisors in Cedar Park may advise investing in growth-oriented alternatives, such as stocks or variable annuities, as these have the tendency to outpace inflation. Interest rates are another form of investment risk because when these rise, the value of investments declines. Some risks also pertain to certain events that impact an investment's value. An example is when company stocks fall due to a controversy involving its CEO.

  • Can individuals in Cedar Park use their health savings accounts as retirement funds?

    Yes. Apart from being used to pay for medical expenses, health savings accounts (HSAs) can also be used to save for one's retirement. Financial advisors in Cedar Park may bring up this option to those whose incomes are not eligible for traditional individual retirement accounts (IRAs) or IRA Roth. The reason HSAs can be used as retirement savings is the funds that go into an HSA can be used for non-medical expenses once the retiree becomes 66 or older.

  • Which should employees in Cedar Park prioritize: paying off their credit card debt or investing in their 401(k)s?

    If you are torn between paying off your credit card debt or investing in your 401(k), it may be best to resolve your debt first before making an investment. The reason is that credit card debts are usually levied with high-interest rates, and if left unpaid for a long time, the more money it could cost you. Reach out to a financial advisor in Cedar Park who can give you suggestions on managing your debts and building an investment portfolio.

  • What is the importance of investment planning in Cedar Park?

    Financial advisors in Cedar Park offer investment planning because it allows the efficient management of one's assets, minimizing risks while at the same time maximizing rewards. It is important because it takes into account one's current financial situation (including debts and sources of income) when considering possible investment options. Ultimately, investment planning would help clients achieve their long-term financial goals.

  • 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.

Other top picks in your area