Best Financial Advisors in Houston

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.

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.

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.

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.

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.

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.

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).

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.

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.

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.

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.

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.

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.

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.

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.