Laurels

Best Financial
Advisors in
Houston
2021

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Houston Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 532 326 19

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Transfrom Wealth FEATURED Expertise

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.

820 Gessner Suite 1720
Houston, TX 77024

Website

Bainbridge Financial Services

Bainbridge Financial Services is a team of experienced independent financial advisors dedicated to providing the highest level of professional, reliable service. The company offers strategic wealth management strategies for every customer's needs and goals, including customized estate, trust, and retirement planning, investment advising, and college savings strategies. The company also provides business owners with the support and tools they need to manage cash flow and investments and choose employee benefit and compensation plans. Customers can call or email the company to get more information about services and fees.

Houston, TX 77066

Website

Busch Financial Planning

Busch Financial Planning was created to give affordable and reliable service to middle-income individuals and families on an as-needed basis. The company's founder and financial planners work hard to help customers build a secure financial future, whether they need a solid retirement plan, savings for a child's college, or to refine and diversify investments. The company's experts are there every step of the way and provide step-by-step advice, planning, and monitoring to ensure the best possible results for every customer. Customers can email the company to schedule a consultation.

Houston, TX 77095

Website

CEP Financial

CEP Financial is a Houston firm dedicated to giving customers the most reliable and up-to-date service at competitive rates. The company offers in-depth financial planning, wealth management, and investment advising, provided by a team of experts with years of industry experience. Whatever the customer's goals, from careful retirement planning to investment analyses, the professionals at CEP Financial have the skills, knowledge, and expertise to help. Customers can call or fill out the contact form on the company's website to get started with a personalized consultation.

Houston, TX 77065

Website

Financial Synergies Wealth Advisors

Financial Synergies Wealth Advisors provides professional and affordable wealth management services for any customer's needs and budget. The company has been serving individuals, families, and business owner for more than three decades and provides innovative strategies and timely advice to help customers enjoy a secure financial future. Services include comprehensive financial planning, investment management, and employee retirement plan consulting, all customized for each customer's unique goals and vision. Customers can call or fill out the contact form on the company's website to get started.

4400 Post Oak Pkwy #200
Houston, TX 77027

Website

Gapinski Huggins Group of Raymond James

Based in Houston, Texas, Gapinski Huggins Group of Raymond James is a financial advisory firm working with a range of clients, including corporate executives, retirees, health care professionals, and individuals who have acquired sudden wealth such as lottery winners. It offers a breadth of financial and investment planning services to help clients reach their goals, including portfolio management, banking and lending solutions, longevity planning, risk management, retirement planning, and estate, charitable giving, and trust.

500 Dallas St STE 3400
Houston, TX 77002

Website

Gessner Wealth Strategies LLC

Gessner Wealth Strategies LLC gives customers the advice and support they need to make wise financial decisions. The company's financial advisors and planners use an evidence-based approach to helping individuals and businesses grow and protect assets and wealth and plan for a secure future. Services include personalized retirement, insurance, and long-term care planning, tax-minimizing strategies, and college savings planning. No matter the customer's needs, goals, and budget the friendly and professional experts at Gessner Wealth Strategies LLC are ready to help.

Houston, TX 77008

Website

Horizon Advisors

Horizon Advisors provides individuals, families, and business owners with personalized attention and superior wealth management strategies. The company's experienced financial planners and advisors work to ensure that customer's assets and investments are safe and secure and offer strategic solutions to help customers make wise decisions for a secure financial future. Whether customers want to save for a child's college education, take advantage of tax benefits, or make charitable contributions, the company provides complete support every step of the way. Customers can call or email the company to request a consultation.

Houston, TX 77057

Website

Houston Wealth Management

Houston Wealth Management is an independent investment and financial planning firm dedicated to providing long-term support for every customer's needs. The company provides innovative strategies to help customers invest, allocate, and grow personal wealth, fully customized to accommodate every customer's unique goals. The company begins with an in-depth consultation to determine the customer's needs, followed by a tailor-made strategy to maximize returns and minimize risk. First-time customers can fill out the contact form on the company's website to schedule a complimentary consultation.

Houston, TX 77079

Website

MDT Financial Advisors, LLC

MDT Financial Advisors, LLC is dedicated to giving customers the highest quality of service backed by a commitment to integrity, honesty, and customer satisfaction. The company's team of financial advisors helps customers with a range of personalized services, including retirement planning, estate planning, employee benefit plans, and educational funding. The company's expert advisors and associates work hard to give individuals and business owners the strategic, up-to-date advice they need to make wise decisions and investments and build wealth for a secure financial future.

Houston, TX 77598

Website

Messier Financial Advisors

Messier Financial Advisors has been a trusted name for more than 50 years. The company's customer-first philosophy provides individuals and families with the assurance that they will receive the most timely and reliable advice at every stage. The company's advisors help with an extensive range of financial areas, including retirement planning, employee compensation plans, education funding, personal investing, and long-term care planning. No matter the customer's needs or goals the knowledgeable planners provide up-to-date advice and support from beginning to end, always at competitive rates.

Houston, TX 77056

Website

Parker Financial Advisors

Parker Financial Advisors provides superior service, timely advice, and creative financial strategies. The company's knowledgeable advisors provide customized solutions to ensure customers make smart investments and maximize wealth. The company serves customers in the gas and oil industry as well as retirees and women in transition and provides complete support no matter the customer's needs, goals, and budget. Whether customers need help selecting the perfect group insurance plans for their business or want to ensure a stress-free retirement, the experts at Parker Financial Advisors are ready to help.

Houston, TX 77079

Website

Signature Financial Advisors

The knowledgeable professionals at Signature Financial Advisors offer creative strategies to help customers design a secure financial future. The company's advisors help customers protect and grow wealth, minimize risk, and plan for the future using an individualized approach and years of industry experience. Whether customers need reliable retirement income, savings for a child's college education, or an ideal life insurance plan, Signature Financial Advisors provides timely advice and support every step of the way. Customers can call the company to schedule a consultation and get started on the path to financial security.

Houston, TX 77056

Website

Stephen Gray CFP

Stephen Gray CFP is a Certified Financial Planner and Registered Investment Advisor who strives to give customers the highest quality of service backed by more than 20 years of industry experience. The company offers a range of services to help customers plan for a secure future, no matter their needs and goals. Stephen Gray specializes in helping customers make smart decisions for every stage of life, including strategic life insurance, retirement, and estate planning. Customers can call or email the company to get more information and schedule a consultation.

The Woodlands, TX 77380

Website

Strategic Financial Advisors

Strategic Financial Advisors is an independent financial planning firm dedicated to giving customers complete support for every stage of life. No matter the customer's needs and goals the company's financial advisors provide timely advice and personalized solutions to help preserve and grow wealth, allocate assets, and make retirement planning easy and stress-free. Services include customized estate, tax, and retirement planning, social security analyses, and educational seminars for private and corporate groups. Customers can fill out the questionnaire on the company's website to get started.

Houston, TX 77014

Website

Sweetwater Financial Advisors LLC

Sweetwater Financial Advisors LLC is a Sugar Land wealth management firm that provides high-value customers with the highest level of customized service. The company's advisors give individuals, executives, and families personalized and creative strategies to maximize, grow, and invest wealth for a secure financial future, no matter the customer's goals, needs, and vision. The company provides complete support every step of the way, whether customers need to select the right insurance plan, save for a child's education, or create strategic wills and trusts to protect wealth and assets.

Sugar Land, TX 77479

Website

Wrong city? Here are some nearby places: