Laurels

Best Financial Advisors in Flower Mound
2022

Astoria Strategic Wealth

Astoria Strategic Wealth

  • Certified Financial Planner (CFP)

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.

2201 Long Prairie, Suite 107-388
Flower Mound, TX 75022

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+

Flourish Financial Planning

Flourish Financial Planning

  • Retirement Planning
  • Tax Planning
  • Estate Planning
  • Certified Financial Planner (CFP)

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.

2875 Exchange Blvd Ste 110B
Southlake, TX 76092

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)

Foundation Wealth Partners

Foundation Wealth Partners

  • Certified Financial Planner (CFP)

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.

1333 West McDermott Drive Suite 150
Allen, TX 75013

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+

Granite Financial Group

Granite Financial Group

  • Certified Financial Planner (CFP)
  • Retirement Planning

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.

1670 Keller Parkway Suite 200
Keller, TX 76248

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:

2 (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+

Heritage Retirement Advisors, LLC

Heritage Retirement Advisors, LLC

  • Certified Financial Planner (CFP)

Heritage Retirement Advisors, LLC, offers financial planning services to customers in Flower Mound and its surrounding areas. Its process includes analyzing and evaluating the clients' financial status and determining their objectives and expectations. The company helps clients protect their assets through wills, trusts, and powers of attorney. It also offers tax planning and preparation and insurance and risk management solutions. Greg Hutto, the president and CEO of Heritage Retirement Advisors, has been in the financial services industry since 1996.

607 Cheek Sparger Rd, Suite 150
Colleyville, TX 76034

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:

10 (Better)

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+

Kinetix Financial Planning

Kinetix Financial Planning

  • Certified Financial Planner (CFP)

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.

Flower Mound, TX

WebsiteInstagram

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:

4 (Good)

Score Consistency:

Consistent (Best)

LightForce Financial

LightForce Financial

  • Certified Financial Planner (CFP)

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.

6920 Hidden Valley
Flower Mound, TX 75022

Website

Website
Messett Financial

Messett Financial

  • Estate and Trust Specialist

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.

1013 Long Prairie Road Suite 102
Flower Mound, TX 75022

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+

Provident

Provident

  • Certified Financial Planner (CFP)

Provident is a fiduciary firm that provides financial advisory services to individuals and families in Flower Mound and the surrounding communities. It evaluates the clients' financial statuses, develops one- to 15-year goals, analyzes assets and liabilities, and formulates financial plans. Its wealth management strategies include generating cash flow, handling taxes, building investment channels, leaving assets, transferring estates, and obtaining insurance options. Principal Paul S. Michel has been in the industry since 2008. He is a Certified Financial Planner.

1560 East Southlake Boulevard, Suite 100
Southlake, TX 76092

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+

Riverchase Wealth Management

Riverchase Wealth Management

  • Private Wealth Advisor

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.

3419 Cross Timbers Road Suite 105
Flower Mound, TX 75028

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+

Ruchi Gupta CPA LLC

Ruchi Gupta CPA LLC

  • Certified Financial Planner (CFP)

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.

2205 Roadrunner Dr.
Flower Mound, TX 75022

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:

66 (Best)

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+

Soltis Investment Advisors

Soltis Investment Advisors

  • Certified Financial Planner (CFP)
  • Retirement Planning

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.

2131 E. Kirkwood, Suite 120
Southlake, TX 76092

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:

7 (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+

TL Private Wealth

TL Private Wealth

  • Certified Financial Planner (CFP)

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.

165 S Kimball Ave Suite 120
Southlake, TX 76092

Website

Website
Trinity Portfolio Advisors

Trinity Portfolio Advisors

  • Certified Financial Planner (CFP)

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.

121 Countryside Court Ste. 140
Southlake, TX 76092

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+

Virtus Wealth Management

Virtus Wealth Management

  • Estate Planning
  • Tax Planning

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.

2535 East Southlake Blvd., Ste. 100
Southlake, TX 76092

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:

2 (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+

Waterworth Wealth Advisors, LLC

Waterworth Wealth Advisors, LLC

  • Private Wealth Advisor
  • Retirement Planning

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.

1225 South Main Street, Suite 103
Grapevine, TX 76051

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+

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