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Best Financial Advisors in El Paso

2024

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SmartAdvisor by SmartAsset

El Paso, TX
  • Estate Planning
  • Retirement Planning
  • Investment Management
  • Financial Planning

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
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Price: Free Consultation

El Paso, TX

Why choose this provider?

Need help contacting a Financial Advisor in El Paso? 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
201 E. Main Street, SUITE 101, El Paso, TX 79901
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

License Verified:

License: 304281

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
4.3 / 5 (3)
Yelp
5.0 / 5 (2)

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
––

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

Why choose this provider?

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.

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

Why choose this provider?

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.

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 (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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

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

Why choose this provider?

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.

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 (8)
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.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

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

Why choose this provider?

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.

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 (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.
3.5
Responsiveness
Friendliness
Helpfulness
Detail
––

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

Why choose this provider?

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.

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

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

Why choose this provider?

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.

License Verified:

License: 5753388

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 (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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

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)

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

Why choose this provider?

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.

License Verified:

License: 7247401

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 (8)
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

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

Why choose this provider?

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.

License Verified:

License: 2457432

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.

  • How can non-profit institutions in El Paso achieve their financial goals?

    For organizations in El Paso that want to achieve their financial goals, they must consider working with financial advisors who offer foundation and endowment services. Financial advisors will help them develop a written Investment Policy tailored to the organization's mission and long-term goals. They also work with organizations that need assistance in creating and implementing spending plans.

  • What are the advantages of having an annuity with an insurance company in El Paso?

    Having an annuity with an insurance company in El Paso helps you obtain a smooth retirement. Annuities are created to provide a predictable income that you can use to cover your daily living expenses. It also allows you to accumulate more assets that can fund your retirement lifestyle and protect you from down markets with full or partial guarantees on your principal.

  • Can you borrow money from your Individual Retirement Account in El Paso?

    No. You cannot borrow money from your Individual Retirement Account in El Paso. If you want to access your IRA funds, a withdrawal may be possible if you will not incur a 10% additional federal tax and become permanently disabled. You can also withdraw money if you have higher education expenses and need to pay first-time homebuyer distribution.

  • Can financial advisors help government and non-profit organization employees and military personnel resolve their student loans in El Paso?

    Yes. Financial advisors can advise government and non-profit organization employees and military personnel about their program options to resolve their student loans in El Paso. Employees of government and non-profit organizations may be eligible for the Public Service Loan Forgiveness Program. For military veterans and personnel, they may be eligible for federal or state programs designed that help manage or forgive their student loans.

  • Can you seek retirement planning services if you are a public school teacher in El Paso?

    Yes. You can seek retirement planning services if you are a public school teacher in El Paso. As a public school teacher in the state of Texas, you are eligible for a lifetime pension. In order to protect your retirement money, you can work with a financial advisor to seek 403(b) planning services. Your advisor can advise you on ways how to optimize your contributions and Guaranteed Lifetime Income options.

  • 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.