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Best Financial Advisors in Cedar Park

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Archer Investment Management logo

Archer Investment Management

Austin, TX
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  • 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.

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ATX Portfolio Advisors logo

ATX Portfolio Advisors

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

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Austin National Financial Services logo

Austin National Financial Services

4810 Spicewood Springs Road Suite 100, Austin, TX 78759
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  • 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.

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Austin Private Wealth logo

Austin Private Wealth

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

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Austin Wealth Management logo

Austin Wealth Management

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

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BKA Wealth logo

BKA Wealth

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

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Burrows Financial logo

Burrows Financial

1520 Juliette Way #6109, Cedar Park, TX 78613
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  • 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.

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Clear Rock Advisors logo

Clear Rock Advisors

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

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Collective Advisors logo

Collective Advisors

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

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Coordinated Financial Group logo

Coordinated Financial Group

13809 Research Boulevard Suite 250, Austin, TX 78750
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  • 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.

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Donato Wealth Management logo

Donato Wealth Management

1603 Medical Parkway, Suite 230, Cedar Park, TX 78613
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  • 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.

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Lucien, Stirling & Gray Advisory Group logo

Lucien, Stirling & Gray Advisory Group

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

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Momentum Private Wealth Management logo

Momentum Private Wealth Management

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

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Per Stirling logo

Per Stirling

4800 Bee Caves Rd, Austin, TX 78746
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  • 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.

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Senior Tax & Insurance Advisors, PLLC logo

Senior Tax & Insurance Advisors, PLLC

1603 Medical Parkway, Suite 230, Cedar Park, TX 78613
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  • 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.

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Stone Wealth Management logo

Stone Wealth Management

4210 Spicewood Springs Rd. Building E, Austin, TX 78759
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  • 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.

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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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