Best Financial Advisors in Cedar Park

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.