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Best Financial Advisors in Irving
2019

Why These Financial Advisors?

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

Reviewed Curated Top Picks 69 47 15

Our Selection Criteria:

  • 1. Reputation

    A history of delighted customers and outstanding service.

  • 2. Credibility

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Experience

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

  • 4. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Find Your Financial Advisor Match

We've helped tens of thousands of people find top local financial advisors.

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cover image of Box Financial Advisors LLC  financial-advisors/1.jpg

Box Financial Advisors LLC

Box Financial Advisors is a financial services firm based in Grapevine. The company offers financial life planning, investment consultation, asset management, alternative investment, retirement planning, and employee financial wellness services. Alternative investments are defined as any direct investments in private placements, businesses, or assets that aren't publicly traded. The employee financial wellness program allows the firm to partner with business owners to educate and advise their entire staff. Financial education seminars occur periodically throughout the year, and business owners receive quarterly reports to view employee retirement plan progress. They take a multifaceted approach to financial wellness.

Grapevine, TX 76051 (817) 865-1811

Website

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Flourish Financial Planning

Flourish Financial Planning is a financial advisory firm that offers comprehensive planning and holistic portfolio management services. The company works with local and remote clients. Each financial plan includes an assessment of current assets, plans to grow and build wealth, a lifetime projection of net worth and cash flow, interactive "what if" scenarios, debt strategies, a student loan analysis, insurance analyses, investment plan, employee benefit maximization strategies, estate planning review, and tax planning strategies. Each client receives a comprehensive, customized plan that is goal oriented.

Grapevine, TX 76051 (817) 799-7699

Website

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GA Bishop and Associates, LLC

GA Bishop and Associates is a financial planning firm based in Old Downtown Carrollton. The firm serves families and individuals by creating strategic plans to meet goals, helping implement those plans, and offering problem-solving solutions like second opinions and investment recommendations. For businesses, the firm creates retirement plans and strategies to increase overall profitability. They also offer asset protection services. The retirement plans cover plan selection, investment options, sample portfolios, and educational seminars for company employees. They even provide clients with asset protection. The company only charges for services provided based on the initial consultation.

Carrollton, TX 75006 (972) 393-3716

Website

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Goodrich Financial Services

Goodrich Financial Services is an independent brokerage agency that specializes in retirement, estate, and insurance planning strategies. The Addison based firm has served both businesses and individuals in Texas for more than 15 years. For individuals, typical services cover investment management, estate planning, college funding, retirement planning, and insurance options. Insurance products include life, disability income, long term care, medical, dental, and vision policies. Individuals can also receive tax minimization strategies for lawsuit judgments. For businesses, the firm creates employee benefits, executive benefits, and retirement plans. The company only takes on a small number of clients to ensure individualized care.

Addison, TX 75001 (972) 470-0332

Website

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Halcyon Wealth Advisors

Halcyon Wealth Advisors is an Irving based financial planning firm serving individuals, families, corporate executives, and business owners. The company's main areas of practice are comprehensive personal financial plans, private wealth management services, retirement plan consulting, group health and welfare plans, and executive services for business owners and key employees. The executive services help businesses retain key employees through supplemental retirement income plans, life insurance benefits, and disability insurance benefits. A client's key employees can also receive personal financial planning services. Each team member has years of experience and can create a plan to optimize financial well being.

Irving, TX 75039 (972) 444-9944

Website

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Lake Point Advisory Group Grapevine Office

Lake Point Advisory Group Grapevine Office is a retirement planning firm. The company works closely with other professionals and provides referrals for trust, probate, tax planning, and estate planning services. The firm's retirement services focus on three areas: asset growth, asset protection, and charitable giving. Growth phase includes investment management, annuities, 401(k) guidance, social security optimization strategies, and retirement income strategies. The protection services include life insurance and long term care insurance options, tax-efficient asset allocation strategies, and advanced portfolio planning. The company's main goal with every client is to devise a lasting solution to financial well being.

Grapevine, TX 76051 (214) 771-3363

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Little & Associates Wealth Management

Little & Associates Wealth Management is a financial services firm located in Colleyville. The company offers a combination of customized financial planning and investment management solutions. After each financial plan is implemented, the firm monitors and adjusts it on an ongoing basis. When initial goals have been reached, the firm has clients create new goals to continue growing their assets. The firm also has partnerships with law and CPA firms to help address tax planning strategies, debt management, risk management options, estate planning, and other legal concerns related to finances, giving them a variety of services to clients.

Colleyville, TX 76034 (817) 494-9000

Website

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Matthews Financial Services

Matthews Financial Group is a Carrollton based firm offering financial services to professional individuals. The firm's main areas of expertise are retirement planning, tax planning, investment management, debt management, asset protection, risk management, and estate planning. In addition, the company creates solutions for physicians and provides resources for them to overcome their unique financial challenges. The company's president Gregory Matthews set them apart from other companies. He's a Certified Financial Planner who has worked in the wealth management industry since 1995. He also teaches continuing education classes for attorneys. Additionally, he is an Investment Adviser Representative of Triumph Wealth Advisors.

Carrollton, TX 75007 (972) 242-7351

Website

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Provident Financial Planning

Provident Financial Planning is a wealth management firm with offices in Grapevine, Dallas, Houston, and Plano. The company's services cover cash flow, insurance recommendations, investment plans, long-term investment management, tax minimization strategies, legacy planning, and estate planning. Retirees receive income planning strategies to help generate cash, maximize equity compensation, maximize social security benefits, and maximize pension payouts. The insurance options include long term care, life, disability, property, casualty, and health insurance policies. The firm also helps clients select savings accounts to create a risk managing cushion. The company creates personalized plans to help clients meet short and long term goals.

Grapevine, TX 76051 (469) 500-5200

Website

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Ray Hodges Financial Group

Ray Hodges Financial Group is a Dallas based financial services firm focusing on insurance, wealth management, and retirement strategies. For business owners, the company creates regulation-compliant retirement plans for employees. This includes selecting investments and plan types, educating employees and creating enrollment meetings, helping individual participants plan their retirement, and offering end of the year reviews. The wealth management services include definition of client goals, customized portfolios based on risk tolerance, strategies to generate steady income, retirement savings that last multiple decades, and estate planning strategies. Clients also have access to life insurance policy options from more than 40 life insurance companies.

Addison, TX 75001 (214) 810-5881

Website

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Rigney Financial Services

Rigney Financial Services is a financial advisory firm offering general planning, estate planning, and asset management services. The firm has locations in Grapevine, Texas; Hot Springs Village, Arkansas; and Cabot, Arkansas. The general financial plans answer client questions about education tuition savings, retirement income planning, tax strategies, estate planning, and risk management. Asset management involves a customized investment strategy based on each client's investor profile, followed by long term monitoring and adjustments. Clients can choose from 401(k), traditional IRA, Roth IRA, and SEP IRA accounts for retirement. The firm creates solutions to help clients plan for every stage of life.

Grapevine, TX 76051 (972) 556-9600

Website

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Snow Financial Group, LLC

Snow Financial Group is a financial services firm in Addison. The company helps clients identify what services and products can help them meet their financial goals, creating long-term plans that address their concerns. In addition, the firm offers debt reduction programs, referrals to medical insurance brokers, referrals to attorneys, and end-of-life planning services. End-of-life planning covers important documents, financial information, estate distribution planning, wills, medical information, obituary contents, and other important concerns. The company's Women First program is a series of workshops geared toward helping women overcome their unique financial challenges.

Addison, TX 75001 (469) 522-4056

Website

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Springwood Financial Advisors

Springwood Financial Advisors is an Addison-based financial planning firm. The firm's philosophy is that all aspects of financial life affect each other, so they should all be managed together. The advisors create customized financial plans that address wealth management, investment strategies to meet goals, retirement planning, tax mitigation planning, education funding, estate planning, wealth transfer strategies, insurance options, and employee benefits maximization. Each plan aims to answer specific questions regarding a client's future goals and current assets. Springwood Financial Advisors is headed by Karen Ehmke, a Certified Public Accountant who founded the firm in 2004.

Addison, TX 75001 (972) 386-5444

Website

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Waterworth Wealth Advisors LLC

Waterworth Wealth Advisors is a financial planning and investment management firm based in Grapevine. The firm's comprehensive wealth management services cover a client's entire financial picture, including estate planning, risk management, retirement planning, education planning, investments, and cash flow. To create efficient plans, the advisers work with insurance experts, attorneys, CPAs, and other professionals to broaden their scope of practice. The investment management strategies start with portfolio diversification that pulls from emerging markets, alternative investments, bonds, and real estate investment trusts. The firm provides comprehensive solutions to help clients meet both long and short term goals.

Grapevine, TX 76051 (817) 410-9000

Website

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Win Financial Services

Win Financial Group is a financial services firm located in Grapevine. The company manages client wealth and creates long term financial plans based on client goals. Typical services include formulaic investing, ongoing review of investment portfolios, independent portfolio analyses, estate distribution reviews, life insurance reviews, social security tax analyses, financial reviews of estate planning documents, long-term care analysis and recommendations, pension maximization analyses, risk exposure analyses, legacy enhancement reviews, and minimum distribution payout schedules for IRA accounts. Clients benefit from a company headed by a CEO with more than 40 years of experience.

Grapevine, TX 76051 (817) 488-9462

Website

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