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Best Financial Advisors in Irving

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Irving, 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.

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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)

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4.0
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Price: Free consultation

22 One Advisors logo
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License Verified:

License: 5544038

Investment Adviser Public Disclosure Database, SEC

22 One Advisors

5420 LBJ Fwy, Ste 1300, Dallas, TX 75240
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  • Certified Financial Planner (CFP)

Business Description

22 One Advisors is a boutique financial advisory firm serving Irving. Whether clients need assistance with retirement income, insurance, or investments, its team designs flexible financial plans that are adjustable according to clients' shifts in priorities. The financial advisors also provide wealth management assistance, which involves building and monitoring diversified investment portfolios and calculating file returns and taxes. Company co-founder Loren Hsiao, who is a CFP and CLU, was recognized as one of the country's top financial security professionals by Forbes in 2021.

License Verified:

License: 5544038

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.
4.6
Box Financial Advisors logo
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Box Financial Advisors

1200 South Main Street, Grapevine, TX 76051
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  • Estate Planning
  • Retirement Planning

Business Description

Since 2010, Box Financial Advisors has been providing guidance and strategical services to the Irving community. It provides financial life planning, investment counseling, and retirement planning. It also assists individuals and families in cash flow and debt management, risk management, education planning, estate planning, and legacy planning. Its financial advisors also provide customized retirement plans with strategies, taking into account certain factors like income, assets, retirement age, saving, and inflation. Box Financial Advisors is a sister company of Box Insurance Agency.

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
4.5 / 5 (182)
Facebook
4.5 / 5 (57)

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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
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Creating & Managing Wealth, LLC logo
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Creating & Managing Wealth, LLC

5201 North O'Connor Boulevard, Irving, TX 75039
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  • Insurance Products
  • Retirement Planning

Business Description

Creating & Managing Wealth, LLC, maintains a location in Irving. The firm offers financial advice and solutions to teachers and employees of nonprofit organizations. It assists clients in retirement planning using an integrative approach. It provides a team of advisors to help clients achieve their financial objectives. President and CEO of the branch Christina Winters focuses on helping women separating from companies, going through a divorce, or moving on from the death of a loved one.

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)

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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
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GA Bishop and Associates, LLC logo
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GA Bishop and Associates, LLC

1101 South Broadway Street, Carrollton, TX 75006
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  • Certified Financial Planner (CFP)

Business Description

GA Bishop and Associates, LLC, is a financial planning firm that serves individuals, families, and businesses from Irving and the surrounding areas. It focuses on clients transitioning to retirement or divorcing with their partners. Its financial services include financial goal planning, investment analysis and implementation, and insurance review. Founder Glenn Bishop has been named by D Magazine as one of the Best Financial Planners in Dallas. He is a member of The National Association of Personal Financial Advisors.

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
4.5 / 5 (182)
Grunden Financial Advisory, Inc logo
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License Verified:

License: 111595

Investment Adviser Public Disclosure Database, SEC

Grunden Financial Advisory, Inc

515 South Carroll Boulevard, Denton, TX 76201
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  • Certified Financial Planner (CFP)

Business Description

Grunden Financial Advisory, Inc., serves individuals and families in Irving and the surrounding areas. It helps people gain financial independence through wealth management. The company's financial advisors serve as clients' personal chief financial officers. Its wealth management process involves creating a personal investment plan. It also offers the Wealth Builder Challenge program, which focuses on important aspects of building wealth. Its founder, Ricky Grunden Sr., has been in the financial industry for around five decades.

License Verified:

License: 111595

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 (124)
Google
5.0 / 5 (1)

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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
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Halcyon Wealth Advisors logo
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Halcyon Wealth Advisors

6565 North MacArthur Boulevard, Irving, TX 75039
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  • Retirement Planning

Business Description

Halcyon Wealth Advisors is an Irving-based financial planning firm serving individuals, families, corporate executives, and business owners. The company's main practice areas 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. Its executive services help businesses retain key employees through supplemental retirement income plans, life insurance benefits, and disability insurance benefits. Owner Lynn Clark has been in the industry for 29 years.

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
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J.K. Financial, Inc. logo
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License Verified:

License: 114929

Investment Adviser Public Disclosure Database, SEC

J.K. Financial, Inc.

8222 Douglas Ave # 590, Dallas, TX 75225
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  • Estate Planning
  • Tax Planning

Business Description

J.K. Financial, Inc., is a wealth management firm catering to the needs of Irving residents. With over 20 years of experience, the firm helps clients attain their financial goals by developing risk-averse wealth-building strategies and creating simple lifestyle plans. Its financial advisors assist with tax planning and historical reviews, conduct insurance analyses, and guide clients in planning for retirement and future legacy. J.K. Financial's founder, John Kvale, is a CFA and CFP with more than 30 years of industry experience.

License Verified:

License: 114929

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
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.
5.0
Responsiveness
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Matthews Financial Services logo
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Matthews Financial Services

2625 North Josey Lane, Carrollton, TX 75007
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  • Certified Financial Planner (CFP)

Business Description

Matthews Financial Services is the private office of Gregory Matthews, a Certified Financial Planner who has been primarily serving physicians and professionals in Irving and the surrounding areas since 1995. The firm employs a consultative approach in various areas of wealth management, including retirement planning, tax planning, investment management, and debt management. With certification from the National Social Security Advisor, Matthews Financial Services provides its clients Social Security education and aids them in the filing and claiming processes.

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
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Northwestern Mutual logo
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Northwestern Mutual

122 West John Carpenter Freeway, Irving, TX 75039
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  • Retirement Planning
  • Insurance Products

Business Description

Northwestern Mutual is a financial advising firm that serves Irving and the neighboring metro areas. It helps clients identify their priorities and financial situation, protecting their wealth through various products, including life and disability insurance, emergency fund, and long-term care planning. It also helps clients settle credit card debts, student loans, and mortgages while progressing on their other financial goals. Additionally, Northwestern Mutual offers assistance regarding wealth management, investment strategies, college savings, and retirement 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.
4.9
Facebook
4.1 / 5 (764)
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
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Optimal Wealth logo
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Optimal Wealth

600 East John Carpenter Freeway, Irving, TX 75062
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  • Estate Planning
  • Retirement Planning
  • Insurance Products

Business Description

Optimal Health is a wealth management firm that has been offering its services in Irving and the neighboring areas for more than 30 years. Its advisors provide assistance regarding investments, retirement planning, education funding, insurance, and estate planning. They also offer career coaching services, providing assistance like resume optimization, ATS scoring, and LinkedIn branding. In addition, Optimal Health's clients are given access to online tools that allow them to track their real-time performance, compare portfolio performance to industry benchmarks, and view their account statements.

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
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Optimum Investment Advisors logo
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License Verified:

License: 105182

Investment Adviser Public Disclosure Database, SEC

Optimum Investment Advisors

5930 LBJ Freeway Suite 401, Dallas, TX 75240
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  • Retirement Planning

Business Description

Optimum Investment Advisors has been providing wealth management solutions to clients in Irving since 1989. It manages individuals' finances by developing and implementing a financial plan. Its process includes assessing clients' current situation, establishing goals, and deciding how to track progress. Its team also guides starting business owners with personal and business financial planning. The independent advisory firm offers life, retirement, and estate planning for assets, marriages, college funds, and childbirths. Its vice chairman and founder, H. Steel Bokhof, offers over 50 years of industry experience.

License Verified:

License: 105182

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
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.
5.0
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Paladini Financial Management logo
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License Verified:

License: 139884

Investment Adviser Public Disclosure Database, SEC

Paladini Financial Management

2015 E. Lamar Blvd Suite 200, Arlington, TX 76006
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  • Certified Financial Planner (CFP)

Business Description

Paladini Financial Management advises clients in Irving on their savings and wealth management options. The firm formulates cash flow plans and income tax strategies with an eye toward higher learning and retirement. It educates individuals on ideal investment products and risk mitigation tactics for preserving personal and business assets. Paladini Financial Management was founded by Matt Paladini in 2006. He was formerly with Ernst & Young in its Personal Financial Counseling/Investment Advisory Services division.

License Verified:

License: 139884

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.
4.8
Google
4.8 / 5 (25)

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
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Detail
Snider Advisors logo
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Snider Advisors

100 Decker Court Suite 120, Irving, TX 75062
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  • Certified Financial Planner (CFP)

Business Description

Snider Advisors is a boutique wealth management firm that has been offering financial, retirement, and investment planning services to clients in Irving since 2002. It guides clients using industry-standard strategies and trading software focused on helping them achieve their financial objectives. CEO and co-owner Jesse Anderson is a Chartered Financial Analyst who holds memberships to the CFA Institute and Financial Planning Association. Anderson started in the company in 2005 as an advisor, eventually reaching CEO in 2016.

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 (5)

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
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Helpfulness
Detail
Snow Financial Group logo
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Snow Financial Group

12404 Park Central Drive, Suite 125-S, Dallas, TX 75251
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Business Description

Snow Financial Group is a financial services firm that caters to clients in and around Irving. 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, it offers debt reduction programs, referrals to medical insurance brokers, referrals to attorneys, and end-of-life planning assistance. The company has a Women First program, a series of workshops geared toward helping women overcome their unique financial challenges.

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
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Springwood Financial Advisors logo
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Springwood Financial Advisors

16475 Dallas Parkway, Addison, TX 75001
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  • Estate Planning
  • Retirement Planning

Business Description

Springwood Financial Advisors assists clients in putting together plans to reach their financial goals. It guides in various areas of financial planning, including wealth management, tax reduction, insurance, employment benefits, and retirement planning. The company was established in 2004 by Karen Ehmke, a CPA and Personal Financial Specialist. She is part of the BAM Alliance, a network of independent registered investment advisory firms nationwide. Springwood Financial Advisors is based in Addison and extends its services to the surrounding communities, including Irving.

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)
Tolleson Wealth Management logo
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License Verified:

License: 111838

Investment Adviser Public Disclosure Database, SEC

Tolleson Wealth Management

5500 Preston Road, Suite 250, Dallas, TX 75205
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  • Certified Financial Planner (CFP)

Business Description

Tolleson Wealth Management is a team of financial planners serving Irving and the surrounding locations. Its team helps clients manage investments, developing strategies based on their risk tolerance and goals. The financial advisors monitor investments and oversee portfolios with a focus on managing tax efficiency and protecting clients' assets. Additionally, they craft charitable giving strategies and offer in-house tax planning and preparation assistance. John Tolleson, the firm's executive chairman, has more than five decades of industry experience.

License Verified:

License: 111838

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

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
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Back to Providers

Frequently Asked Questions

Introduction

There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

  • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
  • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
  • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
  • An investment advisor offers investment advice and recommendations to individuals or organizations.
There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

Are financial advisors worth it?

Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.

What does a financial advisor do?

Financial advisors can have many types of specialties. Generally, a financial advisor advises on or helps to execute a financial plan. Some examples include assisting people with getting out of debt, building out an investment portfolio, and handling taxes.

How much money do I need to work with a financial advisor?

There’s no specific income level you need in order to work with a financial advisor, but there may be a minimum investment amount for certain types of services. Some financial advisors won’t manage your money unless you have $100,000 or more to invest, but this isn’t the case with financial coaches or robo-advisors.

What does a financial coach do?

Financial coaches focus on improving your financial literacy and money management skills. For example, they can help you figure out how to pay down your student loans or decide how much money to put away for retirement. They usually charge by the hour and don’t offer asset management services or investment advice.

When should I use a financial advisor vs. doing it myself?

Smart money management can give you freedom and comfort. Being responsible with your money makes it possible to meet goals and pay for major expenses. A financial advisor is trained and can offer you expertise that would otherwise take years to learn. They know how to save you money and make it go further.

How do I know if my financial advisor is trustworthy?

Because financial advisors aren’t licensed or regulated, it’s up to the client to make that determination for themselves. However, if your advisor is a fiduciary, that means they’re legally bound to act in your best interest. Some types of advisors, including Certified Financial Professionals (CFPs), are held to fiduciary standards.

What\'s the difference between a financial advisor and a financial planner?

The term financial advisor is a broad phrase that encapsulates many specialties, including financial planner. It's similar to how doctor applies to different physicians, while a cardiologist is a specialty doctor. A financial planner helps their client plan to achieve long-term financial goals, such as saving for a house or retirement.

Are financial advisor fees tax deductible?

Until 2018, financial advisor fees were tax deductible as a miscellaneous expense. However, the Tax Cuts and Jobs Act elimited that deduction until at least 2025.

What is a financial consultant?

A financial consultant and a financial advisor are essentially the same. In recent years, financial consultant has become a less popular term, with financial advisor being much more common. Sometimes, the financial professional may opt for the term consultant when offering services to a business rather than an individual.

What is a robo-advisor?

A robo-advisor is essentially an algorithm that manages your investment portfolio for you. Because their services are automated, you’ll pay less than you would for a human advisor — often between 0.25% and 0.50%. They don’t require large initial investments either, making them a popular choice for entry-level investors. However, you won’t get the same level of advice that you would get from a personal financial advisor.

What makes someone a fiduciary?

Fiduciary is a legal term for a person who has a legal or ethical responsibility to act in your best interests. For example, a trustee and a beneficiary. A financial advisor may have a fiduciary obligation to make financial choices that are best for you, even if it means they earn less in commissions or fees.

How often should I meet with my financial advisor?

After your initial meeting, you may only need to check in with your financial advisor on a quarterly or annual basis. Ask them in advance how often you can expect to hear from them, and whether they offer in-person, phone, or virtual meetings.

Should your financial advisor be a fiduciary?

It’s important to understand that only some — not all — financial advisors have a fiduciary obligation to their clients. Always ask your financial advisor if they’re bound by fiduciary duty. If not, it’s possible that they’ll push products or services that earn them the highest commission, not necessarily what’s best for you. Opt for a financial advisor bound by fiduciary duty whenever possible.

Can my financial planner help with taxes?

Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

Do I need a financial advisor?

Ask yourself if a financial advisor can fill a need or solve a problem you can’t easily handle on your own. They can be helpful in a wide variety of ways, such as building budgets or financial plans, finding ways to save money on taxes, creating an investment portfolio, or offering investment advice.

How do financial advisors get paid?

Clients pay to work with a financial advisor whether it’s through fees, commissions, or salaries. If they’re paid by client fees or commissions, their salary is tied to how much business they bring in. The harder they work, the more they make. In comparison, a salaried employee is guaranteed their wage no matter how many clients they have.

What experience should I look for in a financial advisor?

 If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

How much does a financial advisor cost?

A financial advisor’s costs depend on their fee structure. Some advisors charge a fee — either hourly or a percentage of the client assets under management. Another common option is to charge a commission on the products sold or investments made.

Should I hire a financial advisor before buying a house?

While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

How many financial advisors are there in the U.S.?

According to the U.S. Bureau of Labor Statistics, it’s estimated that there are 218,050 financial advisors. California is the state with the highest employment of financial advisors across the nation.

Do banks offer financial advisors?

Yes, many banks have financial advisors on staff. Your bank may also offer incentives to work with their financial advisors, such as lower fees or free accounts. However, it's important to note that many of the bank's financial advisors don't have a fiduciary obligation and might prioritize the bank's products above all else. There is a cost when working with your bank's financial advisor.

Should I hire a wealth manager?

A wealth manager can help offer complex financial planning services, including tax guidance, estate planning, and legal assistance. While you don't have to be a high-income earner to benefit from a financial advisor, a wealth manager is typically for those that have a high net worth. However, many people build wealth and need a wealth manager later on in life.

Is wealth management worth it?

Wealth management is typically worth it for those who need help with multiple endeavors or comprehensive financial situations, such as charitable contributions or investment portfolio management, or want to protect their assets. A wealth manager can also offer you guidance if you’ve been neglecting your finances or making poor judgements.

How can you tell if a financial advisor is bad?

Your relationship with your financial advisor is a very personal one, as you’re trusting them with your wealth and future. Some general signs that your financial advisor is bad include:

  • They can’t answer your financial questions
  • You have worked with them for a while but haven’t seen a financial improvement
  • They don’t provide you with progress reports
  • They don’t check in with you

What do you need to be a financial advisor?

As mentioned, there are over 100 types of certifications for financial advisors. The training or experience you need will depend on which specialty you want to pursue. Generally, financial advisors need to have:

  • A Bachelor’s degree
  • A General Securities Representative license (Series 7 license)
  • A Certified Financial Planner (CFP) certification isn’t mandatory but is often preferred

Where do financial advisors work?

Where a financial advisor works will depend on what type of financial advisor they are. Financial advisors can work at a variety of places, including:

  • Securities and commodity brokers
  • A bank
  • A credit union
  • Independently
  • Insurance companies
  • Financial investment firms
  • Small investment advisory firms

How much do financial advisors make?

In 2019, the national average salary for a financial advisor was $87,850. However, it’s important to note the average salary varies from state to state and the different focus areas — an investment advisor may make a lot more than a financial planner. Lastly, salary can depend on how the individual is getting paid. Financial advisors can be paid by client fees, commissions, or salaries.

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