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Best Financial Advisors in Flower Mound

2024

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SmartAdvisor by SmartAsset

Flower Mound, TX
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement 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

Flower Mound, TX

Why choose this provider?

Need help contacting a Financial Advisor in Flower Mound? 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
1560 East Southlake Boulevard, Suite 100, Southlake, TX 76092
  • Tax Planning
  • Certified Financial Planner (CFP)

Why choose this provider?

Provident Financial Planning comprises CFP, CPA, and JD professionals focusing on clients' dreams, concerns, and unique situations to develop a strategy aligned with those considerations. It has over $100 million in assets under management and has over 10 years of industry experience. The advisory firm offers investment management, legacy planning, tax strategy, and filing assistance to clients in Flower Mound and the surrounding areas. Its advisors act as fiduciaries, providing unbiased, holistic financial planning services.

License Verified:

License: 291830

Investment Adviser Public Disclosure Database, SEC

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
165 S Kimball Ave Suite 120, Southlake, TX 76092
  • Certified Financial Planner (CFP)

Why choose this provider?

TL Private Wealth is a financial planning firm that has been serving Flower Mound and the surrounding areas since 2013. It helps individuals in developing a customized plan by investing their money responsibly, protecting their wealth against unforeseen risks, and limiting tax liabilities to maximize their wealth. Wealth management services include gifting, insurance, tax options, retirement planning, charitable inclinations, and business succession planning. The firm's managing partner, Dustin Tondre, previously worked as a wealth manager for a Fortune 100 company serving the military community.

License Verified:

License: 167818

Investment Adviser Public Disclosure Database, SEC

Website
2875 Exchange Blvd Ste 110B, Southlake, TX 76092
  • Estate Planning
  • Retirement Planning
  • Tax Planning
  • Certified Financial Planner (CFP)

Why choose this provider?

Flourish Financial Planning serves clients in Flower Mound and its surrounding areas. It offers a wide range of services, from financial planning to investment management. It offers advice on 401(k), 403(b), and other outside accounts to develop a personalized investment portfolio for clients. It also handles matters involving tax, retirement, investments, insurance, and cash flow. Its team of tax-focused financial planners is focused on providing holistic financial advice to gospel-minded business owners and Christian families.

License Verified:

License: 295401

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)

Website
Flower Mound, TX
  • Certified Financial Planner (CFP)

Why choose this provider?

Kinetix Financial Planning serves individuals and self-employed business owners in Flower Mound and neighboring areas. It provides dynamic financial planning solutions for cash flow, taxes, retirement, investments, and estate. It also offers investment management services that include designing a portfolio based on the client's risk capacity with long-term monitoring and rebalancing. The company was founded by Travis Gatzemeier, a Certified Financial Planner who began his career at a large brokerage firm where he learned about the financial markets.

License Verified:

License: 304351

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 (5)
Facebook
5.0 / 5 (1)

Website
1225 South Main Street, Suite 103, Grapevine, TX 76051
  • Private Wealth Advisor
  • Retirement Planning

Why choose this provider?

Waterworth Wealth Advisors, LLC, caters to the residents of Flower Mound. It offers financial management solutions to individuals, families, business owners, and corporate executives. The firm prepares and implements plans designed to help clients with their educational, retirement, and investment goals. It also works with attorneys, insurance experts, and CPAs to address each client's unique financial needs and concerns. The firm's president, Tim Waterworth, is a Certified Financial Planner and Accredited Investment Fiduciary. He has been in the industry for more than 20 years.

License Verified:

License: 2088189

Investment Adviser Public Disclosure Database, SEC

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
1670 Keller Parkway Suite 200, Keller, TX 76248
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Granite Financial Group has been serving individuals, families, and business owners in Flower Mound for over 20 years. It offers a variety of risk management options, including estate conservation, retirement investing, and distribution strategy development. The company also offers college and estate planning assistance. In addition, its specialists deal with 401(k) management, profit-sharing planning, and key employee retention plan drafting. Founder and president Ray Griffith is a CFP who is a member of the Financial Planning Association.

License Verified:

License: 2490250

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
6920 Hidden Valley, Flower Mound, TX 75022
  • Certified Financial Planner (CFP)

Why choose this provider?

LightForce Financial caters to the residents of Flower Mound and the surrounding areas. It offers wealth management solutions to individuals, families, and business owners. The firm's advisors create and implement personalized plans designed to help clients with their investment, retirement, and financial goals. They prepare net worth statements, initial cashflow statements, emergency funds, risk tolerance scores, and tax plans. They also create action item checklists to monitor clients' progress. In addition, the firm provides insurance advisory and asset management services.

License Verified:

License: 164109

Investment Adviser Public Disclosure Database, SEC

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
2131 E. Kirkwood, Suite 120, Southlake, TX 76092
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Soltis Investment Advisors has been providing financial planning services to clients in and around Flower Mound since 1993. Its financial advisors help clients create, build, and manage wealth with the goal of achieving financial freedom to do what brings them joy. An advisor works with each client to develop a plan that identifies risks, probabilities, and resources to determine the best financial plan. The company's wealth and investment management services include portfolio optimization, tax planning, cash flow analysis, estate plan analysis, and retirement planning.

License Verified:

License: 154690

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
4.6 / 5 (10)

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
3419 Cross Timbers Road Suite 105, Flower Mound, TX 75028
  • Private Wealth Advisor

Why choose this provider?

Riverchase Wealth Management is a financial planning firm that serves the residents of Flower Mound and the surrounding areas. It provides financial planning services, which include financial situation assessment and target asset allocation recommendations. It also offers wealth and investment management services on an ongoing basis. Founders Rett Dean and Sean Kelleher have more than four decades of combined industry experience. They are both members of the National Association of Personal Financial Advisors and the Financial Planning Association.

License Verified:

License: 156950

Investment Adviser Public Disclosure Database, SEC

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
2201 Long Prairie, Suite 107-388, Flower Mound, TX 75022
  • Certified Financial Planner (CFP)

Why choose this provider?

Astoria Strategic Wealth caters to customers in the Flower Mound metro and the surrounding areas. It helps individuals maximize their wealth through financial planning and investment management. The firm addresses areas of concern like fiduciary duties, insurance coverages, legacy, large purchases, and retirement. Its work process involves analyzing the clients' goals and resources, creating baseline financial plans, and designing models governing how investable assets can be managed. Brian Cox, a partner at the firm, holds the CFP designation.

License Verified:

License: 113510

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

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
1333 West McDermott Drive Suite 150, Allen, TX 75013
  • Certified Financial Planner (CFP)

Why choose this provider?

Foundation Wealth Partners serves individuals and families in the Flower Mound metro. It offers financial planning, tax planning, estate planning, portfolio management, and risk management services. Its team coaches clients about managing finances and wealth. It also guides them toward implementing strategies tailored to their specific needs. Founding partner Sam Rodriguez received his Certified Financial Planner designation in 2016. He has more than a decade of industry experience, including seven years of working with JPMorgan Chase.

License Verified:

License: 164109

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

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
2205 Roadrunner Dr., Flower Mound, TX 75022
  • Certified Financial Planner (CFP)

Why choose this provider?

Ruchi Gupta CPA LLC is a financial advisory company that caters to individuals and small businesses in the Flower Mound area. It offers services such as planning for college education, investments, retirement, and legacy. It also tackles estate planning such as living wills and trusts, family partnerships, wealth transfers, and charitable giving. Other solutions include elder care, bitcoin taxation, and offer in compromise program. The company's president, Ruchi Gupta, is a CPA who holds more than 20 years of industry experience.

License Verified:

License: 3194527

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 (81)

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
1013 Long Prairie Road Suite 102, Flower Mound, TX 75022
  • Estate and Trust Specialist

Why choose this provider?

Messett Financial serves a variety of clients throughout the Flower Mound area, including families, retirees, executives, and business owners. Since 2001, the firm has been evaluating and addressing the clients' situation to customized retirement income, education funding, and financial planning. Its team of financial advisors with a combined industry experience of more than 40 years is licensed to represent customers residing in Florida, Oklahoma, and Washington. They also help individuals in transferring wealth down the line to family members.

License Verified:

License: 2918392

Investment Adviser Public Disclosure Database, SEC

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
2535 East Southlake Blvd., Ste. 100, Southlake, TX 76092
  • Estate Planning
  • Tax Planning

Why choose this provider?

Virtus Wealth Management serves Flower Mound. Its advisors offer goal-based and long-term solutions to help people plan for a financially secure future and maximize their wealth while they focus on living their lives. Taking on a holistic approach to financial planning, they address different facets of their clients’ finances and create strategies for asset management, business succession, insurance, investments, retirement planning, and taxes. Virtus Wealth Manage was founded in 2016.

License Verified:

License: 2468151

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 (9)
Yelp
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
121 Countryside Court Ste. 140, Southlake, TX 76092
  • Certified Financial Planner (CFP)

Why choose this provider?

Trinity Portfolio Advisors is a financial planning firm that serves the residents of Flower Mound and the surrounding areas. It provides financial planning and advisory services, which include insurance and risk assessment, tax strategies, retirement planning, and special care planning. It also offers investment opportunity evaluation and assessment, business valuation, and strategic borrowing services. Founder John Chalk has been working in the financial services industry for more than a decade. He is a Certified Public Accountant.

License Verified:

License: 151721

Investment Adviser Public Disclosure Database, SEC

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.

  • Should you sell your Flower Mound investments when the market is experiencing a downturn?

    While holding onto investments in a market downturn is a popular strategy, it may be reasonable to sell your Flower Mound investments if you don't need those investments to grow because of other assets or if you need a short-term boost in liquid assets. It's also reasonable to liquidate declining assets when you go through major life changes, such as marriage, retirement, or divorce.

  • What part does a life insurance policy play in a Flower Mound small business owner's financial plan?

    Small business owners in and around Flower Mound should generally use life insurance policies to mitigate financial losses instead of as a means of generating income. This means taking out policies for the business owner's family members to reduce the burden of sudden medical costs or major debt and investing in key person insurance to minimize the consequences of losing the business owner or a valuable employee.

  • What are the benefits of leasing a car in Flower Mound?

    The main benefit of leasing a car instead of buying one in Flower Mound is that it allows you to get a more expensive car right away for typically lower monthly payments. Leasing a car also removes the burden of disposing of a depreciating vehicle, since leased cars are usually returned to the owner at the end of the lease term.

  • What are the benefits of a 529 education account in Flower Mound?

    In Flower Mound and its surrounding metros, a 529 education account is a financial vehicle primarily used to transfer wealth with minimal taxation to a beneficiary for education purposes. 529 accounts have the benefit of allowing account holders to deposit up to the current annual gift tax exclusion limit without incurring additional taxes, alongside designating grandchildren as beneficiaries to minimize generation-skipping transfer taxes.

  • Are there steps you could take to minimize the impact of taxes on your retirement plan in Flower Mound?

    Yes, you could work with a financial advisor or wealth management professional in Flower Mound to estimate your retirement savings and income post-taxation and adjust your investments accordingly using tax-deferred, tax-free, and taxable assets. It's also advisable to review investments into Medicaid and Social Security benefits to identify potential tax issues and reassess your retirement plan to include tax-minimizing strategies for wealth transfer post-passing.

  • 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.