Laurels

Best Financial Advisors in Cedar Park
2022

Archer Investment Management

Archer Investment Management

  • Certified Financial Planner (CFP)

Archer Investment Management advises tech industry professionals in Cedar Park and the surrounding communities in managing their finances in preparation for the future. It assesses an individual's financial risks, reviews their employee benefits, helps them increase Social Security payments, and develops strategies to minimize their taxes. Its comprehensive financial planning services cover a person's retirement, insurance, estate, and college funding goals. Richard Archer, the company's president, holds an MBA degree and a CFP designation. He is also a Chartered Financial Analyst.

Austin, TX

Website

Website

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)

ATX Portfolio Advisors

ATX Portfolio Advisors

  • Certified Financial Planner (CFP)

Established in 2014, ATX Portfolio Advisors is an independent firm serving clients in and around Cedar Park. It offers a variety of financial planning services, including investment, income tax, retirement, estate, insurance, and employee benefits planning. It also provides comprehensive wealth management solutions to executives and business owners. Founding principal Jeff Weeks holds the CFP designation and brings over more than 25 years of experience in the field. He is a member of the National Association of Personal Financial Advisors.

500 N Capital of Texas Hwy Building 8-100
Austin, TX 78746

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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+

Austin National Financial Services

Austin National Financial Services

  • Certified Financial Planner (CFP)

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.

4810 Spicewood Springs Road Suite 100
Austin, TX 78759

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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: A+

Austin Private Wealth

Austin Private Wealth

  • Retirement Planning
  • Tax Planning

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.

3108 N Lamar Blvd., Suite B100
Austin, TX 78705

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Website

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: A

Austin Wealth Management

Austin Wealth Management

  • Certified Financial Planner (CFP)
  • Insurance Products
  • Business Formation

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.

1301 S. Capital of TX Hwy Ste C-210
Austin, TX 78746

Website

Website

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:

4.6 / 5 ( Best)

Total Reviews:

8 (Good)

Score Consistency:

Consistent (Best)

BKA Wealth

BKA Wealth

  • Certified Financial Planner (CFP)

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.

1320 Arrow Point Dr, Ste 501
Cedar Park, TX 78613

Website

Website

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)

Burrows Financial

Burrows Financial

  • Private Wealth Advisor
  • Retirement Planning

Burrows Financial serves clients in the Cedar Park metro area and its surrounding areas. It analyzes their specific financial situations and then creates a custom plan to address their specific needs and concerns. It also assists clients in dealing with their taxes by offering tax-cutting strategies. Additionally, it develops a broad array of retirement income methods with the goal of addressing existing financial issues. Burrows Financial maintains a blog that aims to educate people about various financial situations.

1520 Juliette Way #6109
Cedar Park, TX 78613

Website

Website

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)

Clear Rock Advisors

Clear Rock Advisors

  • Retirement Planning
  • Tax Planning

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.

9020 N. Capital of Texas Hwy. Building I, Suite 34...
Austin, TX 78759

Website

Website

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)

Collective Advisors

Collective Advisors

  • Certified Financial Planner (CFP)

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.

3006 Bee Caves Rd Suite A-200
Austin, TX 78746

Website

Website

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:

3 (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+

Coordinated Financial Group

Coordinated Financial Group

  • Certified Financial Planner (CFP)

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.

13809 Research Boulevard Suite 250
Austin, TX 78750

Website

Website

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: A+

Donato Wealth Management

Donato Wealth Management

  • Certified Financial Planner (CFP)

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.

1603 Medical Parkway, Suite 230
Cedar Park, TX 78613

Website

Website

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:

9 (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+

Lucien, Stirling & Gray Advisory Group

Lucien, Stirling & Gray Advisory Group

  • Certified Financial Planner (CFP)

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.

7800 N. Mopac Expy, Suite 340
Austin, TX 78759

Website

Website

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:

4.9 / 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: A

Momentum Private Wealth Management

Momentum Private Wealth Management

  • Certified Financial Planner (CFP)

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.

921 W. New Hope Dr. Suite 104
​Cedar Park, TX 78613

WebsiteInstagram

Website

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: A+

Per Stirling

Per Stirling

  • Certified Financial Planner (CFP)

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.

4800 Bee Caves Rd
Austin, TX 78746

Website

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: --

Senior Tax & Insurance Advisors, PLLC

Senior Tax & Insurance Advisors, PLLC

  • Certified Financial Planner (CFP)

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.

1603 Medical Parkway, Suite 230
Cedar Park, TX 78613

Website

Website

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:

4.9 / 5 ( Best)

Total Reviews:

15 (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+

Stone Wealth Management

Stone Wealth Management

  • Certified Financial Planner (CFP)

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.

4210 Spicewood Springs Rd. Building E
Austin, TX 78759

Website

Website

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: A+

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