Best Financial Advisors in Lubbock

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Lubbock 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 60 40 10

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.

AIM Advisory Group

AIM Advisory Group is a comprehensive financial planning and investment management company based in Lubbock. It focuses on working with growing families and successful businesses to forge an ongoing relationship with clients. Founder Justin Price, a certified financial planner, has been working with clients since 2005. Justin focuses on risk mitigation, tax reduction strategies, asset management, and comprehensive financial planning. Every potential client receives a free consultation to demystify their assets and goals. The company also provides investment management services and insurance policies for individuals. Additionally, business owners receive information about group savings and retirement plans. AIM gives clients free access to varying financial calculators to educate them about their finances.

Bonner & Smith, LLC

Bonner & Smith, LLC is a Lubbock-based investment advisory firm specializing in portfolio management, tax strategies, estate planning, and retirement planning. Its clients include corporations, trusts, and individual investors. Bonner & Smith forges long-term client relationships and adjusts financial goals based on each client's changing needs. Both professionals have the certified financial planner designation, and the firm is a fee-only RIA. As an independent company, it doesn't have conflicts of interest. Susan Smith and Keith Bonner have more than five decades of combined experience in the financial services industry. The company's team-oriented financial planning strategies include insurance options, employee benefits, retirement planning, investment planning, and income tax planning.

Lubbock, TX 79424


Evensky & Katz/Foldes Financial

Evensky & Katz/Foldes Financial is a wealth management firm with offices in Lubbock, Texas, and Coral Gables, Florida. The firm has been providing affluent clients with solutions to their financial issues for more than three decades. It has helped more than 800 total clients, and regularly manages about $1.6 billion dollars. Its team uses a specialized Financial Planning program to evaluate every aspect of a client's current resources, needs, and risk tolerance. From there, advisors design and manage the client's investment policy. For corporations and other businesses, Evensky & Katz/Foldes offers advice regarding retirement plans. The company also aims to educate clients through videos and articles.

Gaschen, Johnston, & Associates

Gaschen, Johnston, & Associates is a comprehensive financial advisory firm that provides clients with customized programs. The company was founded in 2000 with a philosophy based around building financial stability and independence for every client. The Lubbock-based advisors break financial plans into manageable pieces, and they offer investment management services, which allow their clients' assets to grow through smart investments. Individuals also receive long-term financial planning strategies to guide them through life transitions. One of the long-term plans involves retirement strategies and goals. Clients also receive a risk management analysis and multiple insurance options.

Lubbock, TX 79424


Lone Star Registered Investment Advisors, PLLC

Lone Star Registered Investment Advisors, PLLC is a financial advisory company that serves greater Texas. It has offices located in Lubbock and Dallas, as well as one in Albuquerque, New Mexico. The company's goal is to help clients protect their finances from market volatility. This is accomplished through the use of education and tools designed to help clients to meet their retirement goals. The company specializes VA benefits to serve veteran clients. There are also wealth management services for both retirees and pre-retirees available. Using the strategic alliances with other independent companies, Lone Star gives clients access to tax strategies and professional tax consulting. Clients receive step-by-step income plans to grow their income until they're financially independent. The company was founded by Michael Jon Byers, a financial advisor and public speaker who educates groups on financial health.

Lubbock, TX 79423


Pennington, Bass & Associates

Pennington, Bass & Associates is a relationship-focused financial planning firm that's been in business for more than six decades. The Lubbock-based office forms long-term relationships with clients to manage every aspect of their financial health. Clients receive life insurance, long-term-care insurance, and disability income insurance options. The company also leverages a wide network of investment opportunities to provide clients with the investment portfolio that's right for them. The first goal is to secure and protect enough assets to give clients financial security. From there, the company's advisors spread the assets through riskier investment ventures to yield greater returns.

Lubbock, TX 79423


PFG Advisors

PFG Advisors is a financial advisory firm comprised of six collaborative partners. The Lubbock company provides financial planning services to help clients manage and transfer their wealth. In addition, each client receives a customized retirement strategy based on their current assets and long-term goals. For business owners, business planning assistance is invaluable. The firm's advisors use innovative planning technology to gauge what investments and business ventures are primed for success. Business owners can also utilize corporate retirement plans and executive benefits planning services. PFG Advisors was founded in 1999. The partners originally had their own practices, which were merged together to create a company with enough knowledge and experience to manage every aspect of its client's finances.

Lubbock, TX 79424


Vision Wealth Advisors

Vision Wealth Advisors is a Registered Investment Advisory firm based in Lubbock, Texas. Clients receive fee-only management for every part of their finances. Since the company provides independent advice, clients have access to investment opportunities that reflect their best interests. The company provides comprehensive financial planning with customized solutions for each client. It also offers passive asset management strategies that utilize award-winning financial science. Clients who are concerned about the future may benefit from its retirement planning strategies, and families may need the firm's college funding plans. Wealth Advisors was founded in 2011 by Danny Robles.

West Texas WealthCare Advisors, Inc.

West Texas WealthCare Advisors, Inc. has four Texas locations in Canadian, San Angelo, Big Spring, and Lubbock. The wealth management firm offers independent services to the West Texas community. It takes a holistic approach to wealth management, meaning that each client receives a customized plan focused their goals and current assets. West Texas WealthCare Advisors, Inc. specializes in tax-optimized strategies for wealth management. Greg Deckert, the operations manager for West Texas WealthCare Advisors, Inc., is a CPA with a CFP certification. He has a Master's in Business Administration and Personal Financial Planning. The firm's clients go through a "fit" meeting to determine whether the services are ideal for them. After that, clients discuss their goals, values, and current assets. The company devises and implements a plan to meet those goals. As the plan progresses, review meetings will help ensure that the client and the firm are on the same page.

Lubbock, TX 79401


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