Expertise.com
2024

Last updated:

Best Financial Advisors in Conroe

Our Recommended Top 13

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

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

28

Reviewed

22

Curated

13

Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Conroe, TX
  • Estate Planning
  • Retirement Planning
  • Financial 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

Conroe, TX

Why choose this provider?

Need help contacting a Financial Advisor in Conroe? 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
1330 Lake Robbins Drive, Suite 360, The Woodlands, TX 77380
  • Financial Planning
  • Tax Planning
  • Wealth Management
  • Certified Financial Planner (CFP)

Why choose this provider?

Rhame & Gorrell Wealth Management has been serving clients in Conroe and its surrounding areas since 2016. It offers a wide range of services, from financial planning and retirement planning to investment management and tax optimization. Approximately 85% of the individuals and families served by the company are from the energy sector, primarily ExxonMobil executives. It is knowledgeable in the ExxonMobil Savings and Pension Plans and has assisted thousands of employees in achieving their retirement objectives.

License Verified:

License: 283027

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.
4.6
Google
4.6 / 5 (7)

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
1725 Hughes Landing blvd.Ste. 830, The Woodlands, TX 77380
  • Retirement Planning

Why choose this provider?

Legacy Capital is a wealth management company serving individuals, families, and business owners in Conroe. It assists in creating financial plans for debt elimination and helps set goals for wealth management. The firm also offers solutions for developing investment portfolios based on the risk tolerance and needs of each client. It provides guidance in estate planning, tax strategies, retirement, and business formation. Legacy Capital's managing partner, Crystal Prachyl, has been in the industry since 2007. She is a Certified Financial Planner and a Certified Divorce Financial Analyst.

License Verified:

License: 305834

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 (9)
Google
5.0 / 5 (4)

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
4444 Westheimer Road Suite G500, Houston, TX 77027
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Why choose this provider?

U.S. Capital Wealth Advisors comprises a group of financial industry professionals that has been serving clients in Conroe and the surrounding locations since 2010. They provide differentiated investment possibilities and unique investment solutions to help secure their clients' financial outlook. They assist in investment planning and management, retirement planning, risk management, and tax and estate planning. Other services are succession planning, employer-sponsored plans, and banking and lines of credit. Managing partner and board member Patrick Mendenhall has been in the financial services industry for over 33 years.

License Verified:

License: 288199

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 (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.
2.5
Responsiveness
Friendliness
Helpfulness
––
Detail
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Website
32731 Egypt Lane Suite 804, Magnolia, TX 77354
  • Retirement Planning

Why choose this provider?

Viaggio Wealth Partners provides solutions to the financial concerns of customers in the Conroe area. It offers financial planning services to individuals who are building their careers and those nearing their retirement. The company consults with each client to determine their goals, time horizon, and risk tolerance and develop investment strategies that suit their situations. Barry Tate, the CEO of Viaggio Wealth Partners, served as the chairman of the Board of the Greater Magnolia Chamber of Commerce.

License Verified:

License: 5033414

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 (7)

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
1330 Post Oak Blvd., Suite 2800, Houston, TX 77056
  • Retirement Planning
  • Insurance Products

Why choose this provider?

Messier Financial Advisors caters to clients in the Conroe metro and the surrounding areas. It helps individuals manage and maximize their wealth by offering financial planning services. These cover business, estate, and retirement planning, education funding, and insurance. It also assists with choosing different types of investments, such as fixed and variable annuities and mutual funds. Brian P. Messier, one of the financial planners, brings over 35 years of experience in the industry. He holds the Chartered Financial Consultant designation.

License Verified:

License: 1299987

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.
4.5
Google
4.5 / 5 (2)

Website
8 Greenway Plaza #1414, Houston, TX 77046
  • Estate Planning
  • Tax Planning
  • Certified Financial Planner (CFP)
  • Insurance Products
  • Retirement Planning

Why choose this provider?

McKinney Capital Management is a firm that provides financial solutions to clients in Conroe and the neighboring communities. Its financial advisors assist clients in meeting their short- and long-term investment and retirement goals. They also help clients navigate complex financial matters in making plans for their lifestyles, children's education, taxes, insurance, and estates. Frank McKinney III, the firm's founder and partner, has been offering investment advice to clients since 2000. He is also a Certified Fund Specialist.

License Verified:

License: 4800098

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.
4.8
Google
4.8 / 5 (5)

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
4550 Post Oak Place, Suite 125, Houston, TX 77027
  • Estate Planning
  • Retirement Planning
  • Tax Planning

Why choose this provider?

Founded in 1981, IMG Financial Group, Inc., caters to individuals, professionals, and business owners in Conroe and the surrounding communities. The firm designs asset allocation strategies, determines retirement savings needs, evaluates investment strategies, and helps clients establish an emergency fund in the event of a disability. It also offers group medical insurance, deferred and fixed annuities, asset management programs, and executive bonus arrangements. The company's president, Jeff Applebaum, brings more than 20 years of experience.

License Verified:

License: 1100789

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.
4.6
Google
4.6 / 5 (96)
Facebook
5.0 / 5 (3)

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.
2.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
2751 South Loop 336 W, Conroe, TX 77304
  • Retirement Planning

Why choose this provider?

Herbert Financial Services caters to individuals, families, and businesses in Conroe. The wealth management firm helps clients achieve financial freedom through investment, retirement, and insurance planning. Its financial advisors guide businesses in establishing group retirement plans, such as 401k, IRA, and SEP. The firm also offers insurance products from multiple carriers, including Prudential, and Allianz Life. Firm president Lloyd Herbert has over 25 years of industry experience. He is a member of the Million Dollar Round Table and the Financial Industry Regulatory Authority.

License Verified:

License: 2134720

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.
4.4
Google
4.4 / 5 (7)

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
26410 Oak Ridge Drive #120, Spring, TX 77380
  • Certified Financial Planner (CFP)

Why choose this provider?

Allied Wealth serves individuals and businesses throughout the Conroe area. This company offers financial planning services and provides clients with various programs that will help them minimize losses and maximize returns. It gives clients their private online account portal where they could access and check their accounts. The company also offers estate and tax planning services. President and founder Ryan Wheless has been helping clients with their finances for more than 15 years. He holds Accredited Tax Preparer and Chartered Retirement Planning Counselor designations.

License Verified:

License: 5358097

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 (48)
Google
4.9 / 5 (47)

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
1790 Hughes Landing, Suite 350, The Woodlands, TX 77380
  • Private Wealth Advisor

Why choose this provider?

HFG Wealth Management is an independent firm that has been serving Conroe since 2008. It caters to individuals, families, and business owners, helping them achieve their financial goals through its comprehensive risk management solutions. The company conducts mortgage financing consultations, 401(k) rollover and monitoring, investment portfolio analysis, and asset allocation and rebalancing. It also offers life and long-term care and disability insurance. Founder Larry Harvey is a ChFC who brings 35 years of industry experience. He is a member of the Financial Planning Association.

License Verified:

License: 148406

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
5.0 / 5 (26)
Google
4.3 / 5 (6)

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
2829 Technology Forest Blvd, Suite 300, The Woodlands, TX 77381
  • Certified Financial Planner (CFP)

Why choose this provider?

Avion Wealth serves individuals and businesses in the Conroe metro. The firm offers financial planning and wealth management services, providing clients with wealth confidence plans that reflect their goals. It also builds custom asset allocation models that incorporate various strategies, such as dynamic asset allocation, household-level rebalancing, and tax-managed asset location. In addition, it provides professionals from the energy and airline industries with advice for their retirement. Avion Wealth’s clients include leaders from Chevron, Halliburton, and Shell. Its wealth managers are also all CFP professionals.

License Verified:

License: 134242

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 (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

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 fixed-income investments in Conroe?

    Fixed-income investments in Conroe have low risks, provide a steady stream of income, and may come with tax advantages. Investing in fixed-income assets is a way to preserve capital but does not contribute much to the growth of the portfolio. Some of these assets are Certificates of Deposits, bonds, and bond-exchange traded funds.

  • How can an investor in Conroe buy a Texas Water Development Board bond?

    Check with a brokerage firm if they offer Texas Water Development Board bonds. Open an account or use an existing one to purchase bonds during the retail sales period. Carefully analyze the Preliminary Official Statement (POS). Talk to the broker in Conroe about the price, maturity date, and number of bonds you want to buy, and ask for advice.

  • Are the City of Conroe's Certificates of Obligation bonds a good investment?

    These bonds are rated as high-quality. The Certificates of Obligation bonds from the City of Conroe have been given good ratings by Moody's and Standard & Poor. General Obligation Bonds have a rating of Aa1 from Moody's and AA+ from Standard & Poor. The Water and Sewer Revenue Bonds are rated Aa3 by Moody's and AA by Standard & Poor.

  • Will deflation have an effect on the investments of someone in Conroe?

    Yes, it will have an effect on the investments of someone in Conroe. With deflation, the value of stocks may decrease and investors will sell their shares and invest in fixed-income assets such as bonds. This is because when prices fall during deflation, companies have lower profits and markets have decreased growth. In addition, there will be lower interest rates to encourage borrowing from consumers and stimulate the economy.

  • How can an investor in Conroe profit from structured investments?

    An investor in Conroe can use structured investments to minimize the risk of a portfolio or to increase diversification as part of asset allocation. Structured investments may be utilized as an option for direct investment. These are tailored to meet certain investment objectives and can enable access to unique investment sections or underlying assets.

  • 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.