Laurels
Best Financial Advisors in El Paso
2020

9 Best El Paso Financial Advisors

Our Top Picks
  • Our selection process
  • View our top picks

We scored 149 Financial Advisors in El Paso, TX and Picked the Top 9

Carolyn R. Mora Financial Services provides professional financial advisory services to individuals that wish to manage their money more effectively. A Certified Public Accountant and Certified Professional Planner, Ms. Mora established her own practice in 1995 and currently operates from her office in El Paso. She primarily offers services to individuals seeking help with their individual or business taxes, IRS representation, investments and 401(k) or 403(b) planning, in addition to insurance and estate planning services. Carolyn R. Mora Financial Services believes in a holistic approach to financial planning for families, whether strategizing on how to manage debt to saving for college or retirement.

Website

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.

Website

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.

Website

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.

Website

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.

Website

Lauterbach Financial Advisors LLC is a fee-only financial advisory firm based in El Paso. First established in 1999, the firm provides financial investment and advisory services to individuals, families, institutions, and businesses. Lauterbach Financial Advisors LLC offers services in estate planning, tax planning for individuals and companies, and retirement planning. For businesses, the advisors can help with employee benefit packages and structuring a business sale. Additionally, Lauterbach Financial Advisors LLC works with individuals for higher education funding, trust designs, and income reviews.

Website

Robert M. Sesich is a Certified Financial Planner and Chartered Retirement Planning Counselor who works for Sagemark Consulting Private Wealth Services, a division of Lincoln Financial Advisors in El Paso. He and the advisors at Sagemark specialize in working with business owners to protect their accumulated wealth and strategize on how to transfer the business to the next owner. A financial advisor at Sagemark Consulting since 2002, Mr. Seisch is experienced in helping to create strategies to reduce clients’ tax burdens while managing their investment portfolios and estate and business succession plans.

Website

Symphony Financial Limited Co. is a full-service financial investment firm founded by W. Carr Burgoyne, Jr. Their services include wealth management to help individuals plan for and reach their financial goals, estate planning including wills, trusts, guardianships, and power of attorney, as well as investment portfolio management, tax planning, and risk management. Symphony Financial also works with businesses to develop employee benefit plans. As a fee-based financial planner, they focus on finding the right strategy for each client.

Website

Synergy Planning Group is a branch of AXA Advisors based in El Paso offering business-specific services as well as those for the individual. They help business owners create long-term financial strategies by planning for group insurance needs, retirement and benefit implementation, executive benefit plans and business succession planning. On the personal side, Synergy Planning Group helps individuals with their retirement and education planning, life insurance, disability, and long-term care insurance, in addition to investment planning and advising.

Website

Wrong city? Here are some nearby places: