Best Financial Advisors in El Paso

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.