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Laurels

Best Financial Advisors in Lewisville
2022

We scored 28 Financial Advisors in Lewisville, TX and Picked the Top 5

Here are the Picks:

Exencial Wealth Advisors

GA Bishop and Associates, LLC

Kinetix Financial Planning

Retirement Planners of America

The Noble Group

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Lewisville 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 28 18 5

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.

Read more about our selection process

Exencial Wealth Advisors

  • Business Formation

Exencial Wealth Advisors is a company serving the Lewisville area. Since its inception in 2003, the firm has provided clients with financial advice and services. Its team of CPAs, CFPs, CIMAs, and CFAs helps customers reach their financial goals by drafting a financial plan that includes retirement planning and debt and cash flow management. Investment management and tax and estate planning are the other services provided by the firm. In 2020, it bought Willingdon Wealth Management, bringing its total assets under management to $3.2 billion.

Click to Call

2601 Network Boulevard, Suite 400
Frisco, TX 75034

Website

(972) 985-7162 Website

Reputation:A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

7 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

GA Bishop and Associates, LLC

  • Financial Planning
  • Retirement Planning

GA Bishop and Associates, LLC, serves clients in Lewisville and the neighboring communities. It provides financial advice and coaching to clients from different backgrounds. Its services that focus on individuals and families include strategic and implementation planning and problem-solving. It offers businesses services such as retirement planning and asset protection. It also evaluates companies' profitability. Glenn Bishop, CFP, is the founder of GA Bishop and Associates, LLC. In 2009, Bishop was acknowledged by D Magazine as one of the best advisors in Dallas.

Click to Call

1101 S. Broadway, Suite 200
Carrollton, TX 75006

Website

(972) 393-3716 Website

Reputation:A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

Kinetix Financial Planning

  • Financial Planning
  • Retirement Planning
  • Certified Financial Planner (CFP)

Kinetix Financial Planning handles the needs of individuals, professionals, business owners, and independent contractors in Lewisville and the surrounding areas. The firm focuses on various financial solutions, including those relating to tax planning, cash flow planning, investments, and retirement planning. Its services include estate planning and risk management. Travis Gatzemeier, the founder of the company, is a Certified Financial Planner who believes that money is an instrument that can open the optionality of life.

Click to Call

Flower Mound, TX

Website Instagram

(940) 220-9904 Website

Reputation:A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

Retirement Planners of America

  • Retirement Planning

Retirement Planners of America serves pre-retirees and retirees throughout Lewisville and the surrounding areas, including North Dallas and Austin. The business provides a wide range of services, such as wills and trusts drafting, income tax planning, investment management, Medicare and long-term care planning, and financial and retirement planning. Its team of financial advisors also performs customized retirement plan analyses to help clients maximize their Social Security retirement benefits. Retirement Planners of America has been featured in Forbes, The Wall Street Journal, and USA Today.

Click to Call

1300 Summit Ave. #600
Fort Worth, TX 76102

Website Instagram

(817) 717-8200 Website

Reputation:A+

More Info

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.

Online Profiles:

2 (Better)

Average Review Score:

4.8 / 5 (Best)

Total Reviews:

59 (Best)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

The Noble Group

  • Certified Financial Planner (CFP)

The Noble Group serves different types of clients in Lewisville metro, including individuals who build wealth for future endeavors, business owners with longer-term multigenerational goals, and families who are preserving their assets. The company offers retirement planning services, such as investment recommendations, investment policy statement development, and provider reviews. Its team of financial advisors also handles wealth management services. CEO Tom Noble is an Accredited Investment Fiduciary who has been working in the financial industry for more than 30 years.

Click to Call

2591 Dallas Pkwy Ste 505
Frisco, TX 75034

Website

(469) 635-8500 Website

Reputation:A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

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