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Best Financial Advisors in El Paso

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Carolyn L. Mora logo

Carolyn L. Mora

11163 La Quinta Place, El Paso, TX 79936
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  • Estate Planning
  • Tax Preparation
  • Tax Planning
  • Business Tax Preparation

Carolyn L. Mora provides financial advisory services to individuals and families in El Paso. Carolyn is a certified public accountant and certified financial planner. She established her own practice in 1995 to help clients who wish to manage their wealth more efficiently. Her services include creating customized plans for estate management, tax, and insurance. Moreover, Carolyn is capable of helping clients plan for various stages in life, whether they are saving for college or preparing for retirement.

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Carson Wealth logo

Carson Wealth

4545 Hondo Pass Drive, El Paso, TX 79904
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  • Certified Financial Planner (CFP)

Established in 1983, Carson Wealth is a financial management company that caters to clients in El Paso. It offers a variety of services, including financial, retirement, estate, and tax planning. The firm also provides investment management solutions and Private Client Services, which offer one-on-one support and a proactive approach to wealth management. Founder and CEO Ron Carson has been in the financial services industry for 35 years. He is a Barron's Advisor Hall of Fame wealth advisor and a Certified Financial Planner.

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Chaney & Marin Financial Planning, LLC logo

Chaney & Marin Financial Planning, LLC

El Paso, TX 79904
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Chaney & Marin Financial Planning LLC aims to help individuals and families meet their long-term financial goals by offering retirement, insurance, estate, and elder care planning services. Additionally, they help clients prepare for and maximize their retirement with investment and account management services. Chaney & Marin meet with clients either out of their El Paso or Las Cruces office, and offer a free on-hour consultation to all new clients to evaluate their goals.

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Crown Wealth Strategies logo

Crown Wealth Strategies

621 N. Resler, El Paso, TX 79912
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  • Estate Planning
  • Certified Financial Planner (CFP)

Crown Wealth Strategies is a firm serving El Paso and its surrounding communities. It assists individuals and businesses with financial planning which includes collaborating with third-party professionals, like CPAs and attorneys, to improve practices and perspectives. The planning process involves reviewing and monitoring the implemented financial strategy. The firm's founder, Elizabeth Dipp Metzger, is a Certified Financial Planner and an Accredited Estate Planner (AEP) who serves as a member agent of The Nautilus Group, a national team focusing on business and estate planning.

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Franklin Star Wealth Planning logo

Franklin Star Wealth Planning

El Paso, TX 79901
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Founded by Adrian Urias, Franklin Star Wealth Planning offers financial advisory services to Generations X and Y healthcare workers. Though open to all individuals, Franklin Star Wealth Planning’s typical clients include doctors, pharmacists, nurses, and physician and nurse assistants. They work with each client to determine short- and long-term goals from debt reduction and budget planning to estate and retirement planning. They also offer investment management services and operates as a fee-only financial advisor. In addition to a free 30-minute consultation, Franklin Star Wealth Planning also provides a free e-book to help potential healthcare clients learn more about their financial health.

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Guerra Investment Advisors logo

Guerra Investment Advisors

El Paso, TX 79901
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Guerra Investment Advisors (GIA) is a fee-based Registered Investment Advisory Firm established in 1995. Founded by Ruben and Susan Guerra, GIA is a family-owner and -operated business with over 40 years of combined experience. For individuals, GIA offers retirement and investment services, as well as life insurance and investment audits to make sure clients meet their long-term goals. For businesses, GIA works with employers to determine and develop the best retirement plan option for their employees. As a fee-based financial advisor, GIA does not earn commissions based on the investments they sell to clients. This allows them to work with potential clients to find the best choices for their investments.

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Houghton Financial Partners LLC logo

Houghton Financial Partners LLC

El Paso, TX 79901
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A member of the M Financial Group, Houghton Financial Partners primarily offers financial, securities, and investment advisory services to successful individuals and businesses. Located in El Paso, Houghton Financial Partners is run by three financial advisors: Ted Houghton, IV, Denise Anaya-Saenz, and Michael B. Houghton. They specialize in negotiating executive benefit and life insurance plans, wealth transfer and estate planning consultation, development, implementation, and monitoring, and retirement and investment planning. Houghton Financial Partners aims to help their clients manage their assets and tax obligations to maximize their wealth accumulation while preparing for the future.

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Hughes Financial Group logo

Hughes Financial Group

5925 Silver Springs Drive, El Paso, TX 79912
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  • Certified Financial Planner (CFP)

Hughes Financial Group provides financial advisory services in El Paso and the surrounding regions. Its team of financial professionals can help clients address investing principles and strategies, retirement investing and distribution strategies, estate conservation issues, and risk management. They can develop a financial plan, create a customized executive benefits program for businesses, and prepare an asset allocation analysis. The firm's founder, Travis Hughes, is a Certified Financial Planner who has been serving clients throughout Texas and New Mexico for 20 years.

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J Beaver Investment Advisors logo

J Beaver Investment Advisors

200 Bartlett Drive, El Paso, TX 79912
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  • Estate Planning
  • Tax Preparation
  • Tax Planning

J Beaver Investment Advisors is an independent financial services firm that caters to the residents of El Paso and the surrounding areas. It offers investment portfolio management services, with a focus on long-term risk-adjusted returns. The firm also coordinates with clients' attorneys, accountants, and insurance providers for tax and estate planning. In addition, J Beaver Investment Advisors serves businesses and corporations through planning services for 401K plans, 403 b plans, SEP IRA's, Simple IRA's, and cash balance plans.

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Kenley Lawton III logo

Kenley Lawton III

201 E. Main Street, SUITE 101, El Paso, TX 79901
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  • Certified Financial Planner (CFP)

Kenley Lawton III is an El Paso-based financial adviser with Wells Fargo Advisors. By first finding out the clients' long-term goals, timeline, and risk tolerance and using his access to company resources, Lawton can assist clients in the metro in making informed decisions about individual investments, retirement strategies, estate planning, and smart borrowing. Wells Fargo Advisors supports the community through its own foundation, which provides contributions to nonprofits that promote financial wellness, housing affordability, sustainability, and environmental justice.

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Lauterbach Borschow logo

Lauterbach Borschow

4130 Rio Bravo St., El Paso, TX 79902
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  • Estate Planning
  • Retirement Planning
  • Tax Planning

Lauterbach Borschow is an accounting firm serving individuals and businesses in El Paso and nearby areas. It offers personal financial planning services to create financial freedom by managing risks and ensuring wealth growth and longevity. It assists with estate and retirement planning, elder care, and tax planning and compliance. The company also works with businesses in handling accounting, payroll, cash flow management, business valuation, new business formation, and succession planning. Lauterbach Borschow has been in the industry since 1952.

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Lauterbach Financial Advisors logo

Lauterbach Financial Advisors

4130 Rio Bravo Street, El Paso, TX 79902
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  • Retirement Planning

Lauterbach Financial Advisors helps clients in El Paso in pursuing their financial goals. It caters to individuals and business owners who want to plan their retirement and secure the future of their assets and families. It guides clients in designing plans and creating portfolios to help them find a suitable option for their goals. Its president, Suzanne Lindau, is an accountant who has been working at the company since 1990 and is affiliated with the El Paso Chapter of the TSCPA.

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Milner Carballo logo

Milner Carballo

201 E. Main, Suite 1517 Suite 1517, El Paso, TX 79901
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  • Certified Financial Planner (CFP)
  • Retirement Planning

Milner Carballo provides financial advice to the residents of El Paso and the surrounding communities. Its team helps clients make informed decisions regarding their assets and finances. Customers may opt for products and services, including 401(k) retirement plans and individual retirement accounts, 529 qualified tuition plans, annuities, mutual funds, simplified employee pension plans, and life insurance. Its process involves determining customized short and long-term goals, identifying roadblocks or gaps, and monitoring the plan to ensure it meets the holder's needs.

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Sagemark Consulting logo

Sagemark Consulting

4687 North Mesa Street, El Paso, TX 79912
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  • Retirement Planning

Sagemark Consulting offers its products and services to the residents of the El Paso metro. The firm provides financial planning services such as college funding, survivor planning, retirement planning, stretch IRA strategies, and tax reduction strategies. Additionally, its consultants assist with estate, charitable, and business planning. The business also has insurance products for life, disability, and long-term care. Robert Sesich, a certified financial planner and retirement planning counselor, has been working for Sagemark Consulting for more than 30 years.

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Strategic Wealth Advisors logo

Strategic Wealth Advisors

123 W Mills Ave Ste. 200, El Paso, TX 79901
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  • Certified Financial Planner (CFP)

Strategic Wealth Advisors provides financial planning services to clients in El Paso and the surrounding areas. It specializes in helping individuals and business owners create and implement their long- and short-term financial goals by offering various planning services. These include investment, retirement, estate, tax, and insurance planning. Its founding partner, Henry Gallardo, is also the president of the University Medical Center Board and the founding member of CREEED and Community en Accion. Strategic Wealth Advisors has been operating since 2008.

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Symphony Financial Ltd. Co. logo

Symphony Financial Ltd. Co.

6006 North Mesa Street, El Paso, TX 79912
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  • Estate Planning
  • Certified Financial Planner (CFP)

Symphony Financial Ltd. Co. is committed to helping clients in El Paso pursue their financial goals and objectives. The firm can assist individuals, investors, and families with its services such as estate planning, portfolio management, tax planning, and risk management. Companies and business owners can also consult the firm on executive compensation, business planning, and insurance. The firm's founder, W. Carr Burgoyne, Jr., has been in the financial service industry for 30 years. He is also a Certified Financial Planner.

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Synergy Wealth Management logo

Synergy Wealth Management

550 S. Mesa Hills Suite A.3, El Paso, TX 79912
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El Paso-based Synergy Wealth Management comprises The Equitable financial advisors who provide individuals and businesses with strategies and products to help with their financial goals. The group has retirement plans, estate planning, group insurance, employee benefits, and business continuation programs for business owners. For individuals, it offers life and long-term care insurance, retirement and education plans, annuities, financial planning, and investment accounts. Jorge Vielledent, the team's retirement planning specialist, has 35 years of experience in financial service.

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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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