Laurels

Best Financial Advisors in El Paso
2022

SmartAdvisor by SmartAsset

SmartAdvisor by SmartAssetFEATURED
Expertise.com

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.

El Paso, TX

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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: --

Carolyn L. Mora

Carolyn L. Mora

  • 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.

11163 La Quinta Place
El Paso, TX 79936

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)

Carson Wealth

Carson Wealth

  • 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.

4545 Hondo Pass Drive
El Paso, TX 79904

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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:

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+

Chaney & Marin Financial Planning, LLC

Chaney & Marin Financial Planning, LLC

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.

El Paso, TX 79904

Website

Website
Crown Wealth Strategies

Crown Wealth Strategies

  • Certified Financial Planner (CFP)
  • Estate Planning

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.

621 N. Resler
El Paso, TX 79912

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:

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+

Franklin Star Wealth Planning

Franklin Star Wealth Planning

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.

El Paso, TX 79901

Website

Website
Guerra Investment Advisors

Guerra Investment Advisors

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.

El Paso, TX 79901

Website

Website
Houghton Financial Partners LLC

Houghton Financial Partners LLC

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.

El Paso, TX 79901

Website

Website
Hughes Financial Group

Hughes Financial Group

  • 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.

5925 Silver Springs Drive
El Paso, TX 79912

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+

J Beaver Investment Advisors

J Beaver Investment Advisors

  • 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.

200 Bartlett Drive
El Paso, TX 79912

Website

Website
Kenley Lawton III

Kenley Lawton III

  • 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.

201 E. Main Street, SUITE 101
El Paso, TX 79901

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:

4 (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: --

Lauterbach Borschow

Lauterbach Borschow

  • 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.

4130 Rio Bravo St.
El Paso, TX 79902

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:

4 (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+

Lauterbach Financial Advisors

Lauterbach Financial Advisors

  • 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.

4130 Rio Bravo Street
El Paso, TX 79902

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:

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: --

Milner Carballo

Milner Carballo

  • 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.

201 E. Main, Suite 1517 Suite 1517
El Paso, TX 79901

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+

Sagemark Consulting

Sagemark Consulting

  • 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.

4687 North Mesa Street
El Paso, TX 79912

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: A+

Strategic Wealth Advisors

Strategic Wealth Advisors

  • 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.

123 W Mills Ave Ste. 200
El Paso, TX 79901

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:

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

Symphony Financial Ltd. Co.

Symphony Financial Ltd. Co.

  • 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.

6006 North Mesa Street
El Paso, TX 79912

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)

Synergy Wealth Management

Synergy Wealth Management

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.

550 S. Mesa Hills Suite A.3
El Paso, TX 79912

Website

Website

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