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Best Financial Advisors in Houston

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2023
Laurels

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Transfrom Wealth logo
FEATURED
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Free consultation

Transfrom Wealth

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820 Gessner Suite 1720, Houston, TX 77024
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Wealth Management

Business Description

Transform Wealth provides a comprehensive range of financial planning and investment advisory services for every stage of life. The firm specializes in delivering individually-tailored solutions to clients and helps them successfully manage their financial lives. As a fee-only firm with offices in Houston, Transform Wealth was built on the foundation of serving as fiduciaries to their clients in everything they do, and its financial advisory recommendations are solely aimed at serving the best interest of its clients. The firm provides advisory services in the areas of wealth management, investment management, financial planning, and estate and generational planning.

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

Price: Free consultation

Willis Johnson & Associates logo
FEATURED
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Free consultation

Willis Johnson & Associates

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5847 San Felipe Street, Houston, TX 77057
  • Financial Planning
  • Investment Strategies
  • Tax Planning
  • Wealth Management

Business Description

Willis Johnson & Associates is a firm that provides financial guidance to corporate clients in Houston. Its services include tax planning and filing, wealth management, and financial planning. Its advisors develop strategies and point out opportunities to help professionals maximize their finances and retirement savings. Willis Johnson & Associates has decades of experience in the industry. It strives to educate clients by offering strategies and tailored advice that allows them to achieve their financial goals.

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 (12)
Facebook
5.0 / 5 (8)

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 consultation

Financial Synergies Wealth Advisors logo
FEATURED
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Free Consultation

Financial Synergies Wealth Advisors

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4400 Post Oak Pkwy, #200, Houston, TX 77027
  • Tax Planning
  • Retirement Planning
  • Investment Management
  • Certified Financial Planner (CFP)

Business Description

Financial Synergies Wealth Advisors is an independent financial advisory firm serving the residents of Houston. It provides a range of wealth management services, including comprehensive financial planning and investment management. In addition, the company offers retirement, tax, and estate planning. As a fiduciary advisory firm, it always puts clients’ interests first. Over the past 35 years, the financial advisory company has addressed the personal finance and investment management needs of individuals and businesses in the metro and around the country.

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.
4.7
Google
4.7 / 5 (12)

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 Consultation

SmartAdvisor by SmartAsset logo
FEATURED
Free Consultation

SmartAdvisor by SmartAsset

Houston, TX
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Business Description

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
Yelp
4.0 / 5 (4)

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Americana Partners logo
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License Verified:

License: 301354

Investment Adviser Public Disclosure Database, SEC

Americana Partners

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811 Louisiana Street, Suite 2420, Houston, TX 77002
  • Certified Financial Planner (CFP)

Business Description

Americana Partners is a Houston-based company that offers its services throughout the local metro and its surrounding areas. Its staff merges investment management, financial planning, and value-added wealth advisory into a communicative and proactive approach for its clients. Each plan is geared to provide long-term capital preservation and investment opportunities in terms of retirement options, wealth transfer, and pre-liquidity planning. The company also gives back to the local community through its support for various organizations, including the Good Samaritan Foundation and Ken's Krew.

License Verified:

License: 301354

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 (7)

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
Bullogic Wealth Management logo
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Bullogic Wealth Management

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3571 Mustang Ridge Lane, Pearland, TX 77584
  • Certified Financial Planner (CFP)

Business Description

Bullogic Wealth Management is a financial advisory company that serves Houston and the surrounding metro areas. Its Certified Financial Planners (CFPs) provide financial planning recommendations that help clients reach their goals, such as paying debts, funding retirement accounts, investing, and estate planning. The company also provides advice on tax-saving strategies that can help clients maximize their financial income and avoid overpaying in taxes. Bullogic Wealth Management has been featured in several news and media organizations like CNN, HuffPost, and The Wall Street Journal.

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 (13)
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
Centric logo
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Centric

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13231 Champion Forest Drive, Houston, TX 77066
  • Certified Financial Planner (CFP)

Business Description

Centric offers financial advice to individuals and business owners in Houston and the surrounding areas. The independent firm designs personalized financial life plans for clients through in-depth discussions, customized strategies, and ongoing adjustments. Its team assists with buying a home, starting a business, paying down for college, and creating a charitable legacy. The business also provides risk and asset management services. The co-founder of Centric, Zac Majors, is a certified financial planner, chartered life underwriter, and retirement income certified professional.

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 (6)
Facebook
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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Gessner Wealth Strategies, LLC logo
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Gessner Wealth Strategies, LLC

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1717 St. James Place, Suite 625, Houston, TX 77057
  • Certified Financial Planner (CFP)

Business Description

Gessner Wealth Strategies, LLC, is a consulting and advisory firm that has been serving the Houston metro since 2015. The independent company helps working professionals, business owners, and retired employees attain their financial objectives. Its financial advisors examine its clients' current financial situation and design a plan for their post-employment goals. Additionally, its team assists with investments, large purchases, risk management, and tax & estate planning. The founder of Gessner Wealth Strategies, Michelle Gessner, is 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

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
Greenbriar Financial logo
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License Verified:

License: 2374324

Investment Adviser Public Disclosure Database, SEC

Greenbriar Financial

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801 Travis Suite 1900, Houston, TX 77002
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

Greenbriar Financial is an advisory firm that serves private businesses, charities, and individuals in Houston and nearby locations. It provides advice in retirement planning, asset protection, and estate planning. Its independent financial planners use financial and psychological components in addressing clients' financial objectives. It also conducts divorce financial analysis for couples with high net worth. Its president, Raymond Frierson, is a Certified Financial Planner who has been performing public accounting and planning for more than 30 years.

License Verified:

License: 2374324

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Heritage Wealth Management logo
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License Verified:

License: 122394

Investment Adviser Public Disclosure Database, SEC

Heritage Wealth Management

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4400 Post Oak Parkway, Suite 2510, Houston, TX 77027
  • Retirement Planning
  • Tax Planning

Business Description

Heritage Wealth Management provides solutions to families and individuals in Houston to build and protect the different areas of their finances. It assists with financial, retirement, multi-generational, and tax planning. It also offers investment management and asset preservation services. Its team of fiduciary advisors follows the learn, share, prosper process to understand the changing needs of their clients and offer comprehensive and personalized solutions. President and founding partner Brett Carleton is a CFP and a ChFC who has been part of the financial services industry since 1989.

License Verified:

License: 122394

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
Horizon Wealth Advisors logo
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Horizon Wealth Advisors

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2603 Augusta Drive, Houston, TX 77057
  • Certified Financial Planner (CFP)

Business Description

Horizon Wealth Advisors provides wealth management strategies to individuals, families, and business owners from Houston. The privately owned company understands, organizes, and manages its clients' wealth to develop a financial plan that suits their needs and goals. Its financial advisors assist with financial, estate, education, retirement, and charitable planning. Moreover, the business offers investment management, tax services, and estate and trust services. Established in 1999, Horizon Wealth Advisors is a member of the National Association of Personal Financial Advisors (NAPFA).

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
MDT Financial Advisors logo
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MDT Financial Advisors

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East Medical Center Boulevard, Webster, TX 77598
  • Certified Financial Planner (CFP)

Business Description

MDT Financial Advisors is a financial services firm that serves individuals and business owners in Houston and the neighboring communities. The firm helps clients pursue their investment goals through personalized and evidence-based financial strategies. It also assists in various aspects, including retirement planning, education savings, insurance, and estate planning strategies. Managing partners Larry Denson and Douglas Dooley lead the firm. Larry is a CFP with over 11 years of industry experience. Douglas, on the other hand, has been in the financial services industry since 1993.

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 (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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Midtown Financial logo
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License Verified:

License: 2552523

Investment Adviser Public Disclosure Database, SEC

Midtown Financial

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3355 West Alabama, Suite 180, Houston, TX 77098
  • Certified Financial Planner (CFP)

Business Description

Midtown Financial caters to the asset management needs of individuals, families, and firms in and around Houston. It aims to assist clients in preparing their finances for retirement or investment with services such as comprehensive financial planning, risk management, capital preservation, and retirement income strategies. The company gives its clients access to its Wealth Vision portal, which provides 24/7 access to their portfolio and the benefits of privacy protection, remote collaboration, and alerts for portfolio changes.

License Verified:

License: 2552523

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 (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
Oak Harvest Financial Group logo
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Oak Harvest Financial Group

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920 Memorial City Way, Houston, TX 77024
  • Estate Planning
  • Tax Planning

Business Description

Oak Harvest Financial Group caters to clients in Houston and the surrounding areas. Its wide range of services includes advanced tax strategies, asset diversification, income tax reduction, in-house investment management, and retirement planning. The firm additionally provides plans for income, legacy, and long-term care. Troy Sharpe, the CEO, is a Certified Financial Planner and a Certified Tax Specialist. He also works as a radio host on NewsRadio 740 KTRH for The Retirement Income Show.

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.
4.7
Google
4.0 / 5 (48)

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
Robare & Jones Wealth Management logo
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Robare & Jones Wealth Management

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20405 Texas 249 Access Road, Houston, TX 77070
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Estate and Trust Specialist

Business Description

Robare & Jones Wealth Management is a financial advisory firm that has been serving Houston and the surrounding areas since 1977. The company caters to business owners, executives, and pre-retiree or retirees. It provides assistance with cash flow and spending, employee benefits, estate planning, insurance coverages, and investment analysis. The firm also offers portfolio and risk management and tax planning. Mark Robare, the founder, is a Certified Financial Planner and a Chartered Financial Consultant.

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
Google
4.0 / 5 (4)

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
Signature Financial Advisors logo
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Signature Financial Advisors

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1900 Saint James Place, Houston, TX 77056
  • Certified Financial Planner (CFP)

Business Description

Signature Financial Advisors brings more than 100 years of combined experience in the wealth management industry. Serving Houston and the surrounding metros, the company helps clients manage their finances and prepare a financial strategy for the future. Its offerings cover insurance products like annuities, long-term care, and life insurance. Additionally, it designs plans for retirement income, asset protection, wealth accumulation, and tax minimization. The firm's partners hold several designations, including Certified Financial Planner and Certified Retirement Planning Counselor.

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
Strategic Financial Advisors logo
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Strategic Financial Advisors

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14550 Torrey Chase Boulevard, Houston, TX 77014
  • Certified Financial Planner (CFP)

Business Description

Strategic Financial Advisors is an independent financial planning firm based in Houston that helps clients prepare financially for various life stages. The company's financial advisors provide personalized advice and solutions to help preserve and grow wealth, allocate assets, and plan for retirement. Services include estate, tax, and retirement planning, social security analyses, and educational seminars for private and corporate groups. Certified financial planners (CFPs) at Strategic Financial Advisors have over 65 years of combined industry experience.

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Sweetwater Financial Advisors, LLC logo
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Sweetwater Financial Advisors, LLC

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4665 Sweetwater Boulevard, Sugar Land, TX 77479
  • Certified Financial Planner (CFP)

Business Description

Sweetwater Financial Advisors, LLC, caters to executives, families, and professionals in Houston and the surrounding communities. It focuses on educating clients about the specifics of budgeting and planning. Additionally, it helps them understand their financial net worth and assists with the establishment of cash reserves for future necessities. Sweetwater Financial Advisors was established in 2001. D. Bryan Teel, a partner, is a Certified Financial Planner who has been in the financial services industry since 1998.

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
The Goff Financial Group logo
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The Goff Financial Group

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11 Greenway Plaza, Houston, TX 77046
  • Certified Financial Planner (CFP)

Business Description

The Goff Financial Group is an investment management firm that has been in service since 1994. It offers a number of services for Houston residents, including retirement income planning and tax-efficient investment strategy development. Furthermore, the financial advisors offer advice on 401(k) plans and employee benefits, and they also diversify and manage investment portfolios concentrated in company stocks. The Goff Financial Group manages more than $350 million for long-term investors nationwide. Chief Investment Officer Matthew Goff has been featured in interviews for various media outlets.

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