Best Financial Advisors in Mansfield

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Financial Advisors FAQs

Last updated: October 1, 2022

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SmartAdvisor by SmartAsset

Mansfield, TX

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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Karen Freeman, CPA LLC

305 Regency Parkway, Suite 313, Mansfield, TX 76063

Retirement Planning

Karen Freeman, CPA LLC, is a firm that serves clients in Mansfield. It helps clients deal with their financial concerns by providing a wide array of services that relate to variable annuities, common stock, and brokerage accounts, as well as 401(k) and 403(b), profit sharing, and retirement plans. Additionally, it offers numerous insurance services, such as those that involve long-term care and disability income insurance. Its founder and namesake, Karen Freeman, has been in the industry for more than 27 years.

Miller Premier Investment Planning, LLC

1302 Brynlee Lane, Mansfield, TX 76063

Certified Financial Planner (CFP)

Miller Premier Investment Planning, LLC, is an independent firm that caters to clients in Mansfield and the neighboring communities. It offers risk and investment management services. It also develops and manages tax-efficient retirement plans. It coordinates with the clients throughout the process, which involves setting priorities and goals; gathering financial data; developing strategies, presenting, finalizing, and implementing plans; and monitoring portfolios. The firm was founded in 2007 by Michael Miller, a Gulf War Veteran who holds a Certified Financial Planner designation.

Oakcrest Investment Services

101 Summit Avenue, Suite 904, Fort Worth, TX 76102

Certified Financial Planner (CFP)

Oakcrest Investment Services assists individuals and families in Mansfield and the surrounding areas. Its team develops strategies for clients looking to accumulate funds and prepare for retirement. The professionals also craft investment strategies that consider clients' goals and risk tolerance. In addition, they create estate plans for clients who need assistance in preserving and distributing wealth. Tax and insurance planning are the other services they offer. Oakcrest Investment Services is led by Justin Wooley, who has been working in the industry since 2008.

Paladini Financial Management

2015 E. Lamar Blvd Suite 200, Arlington, TX 76006

Certified Financial Planner (CFP)
Retirement Planning

Paladini Financial Management serves individuals and businesses in Mansfield and the surrounding communities. The firm assists with risk management, insurance, and asset protection, as well as business succession planning and investment strategies. It also advises clients on how to make informed decisions about stock options, estate and gift tax, cash flow, pensions, and retirement. In order to provide monthly statements, it also works with an internationally recognized third-party custodian. Matt Paladini, a Certified Financial Planner, founded the company in 2006.

Phoenix Wealth Partners

4606 Park Springs Boulevard Suite 140, Arlington, TX 76017

Estate Planning
Certified Financial Planner (CFP)
Tax Planning

Phoenix Wealth Partners works with residents of Mansfield by offering them financial advice. The firm gives counsel on how to save up for retirement, protecting assets for one's twilight years and heirs. It informs clients who have special needs, such as medical concerns or children who need support. The team also reminds individuals about their investment and insurance options. Phoenix Wealth Partners' customer base includes members of the LGBTQ+ community, and the firm delivers services targeted specifically at women.

Renaissance Wealth Management

501 E Border St, Suite 200, Arlington, TX 76010

Certified Financial Planner (CFP)

Renaissance Wealth Management serves individuals and business owners in and around the Mansfield area. Its team of CFPs counsels clients on matters concerning education funding, charitable gifting, and long-term care planning. While developing financial plans from scratch, they also help clients address specific issues regarding existing wealth protection, accumulation, and management strategies. In addition, the professionals design and implement retirement plans. Other services include investment management and monitoring, estate planning, and business exit strategy development.

RF Financial Group

2225 East Randol Mill Road, Suite 520, Arlington, TX 76011

Estate Planning
Retirement Planning

RF Financial Group has been serving Mansfield and its surrounding communities for over 30 years. It assists individuals and businesses with their managed accounts, fee-based accounts, and vision for retirement. Its team of professionals reviews personalized investment portfolios periodically and produces statements and performance reports. The firm's founding partner, Larry Rose, is an Investment Advisor Representative who handles investments, retirement planning, living trusts, and financial planning. He speaks at educational seminars and engagements about his personal experiences in the industry.

Schulz Wealth

1752 Broad Park Circle North, Ste 110, Mansfield, TX 76063

Retirement Planning

Schulz Wealth provides financial planning solutions from its office in Mansfield. It devises strategies that help people fund their children's college education, prepare for retirement, and exit their businesses for a new career. It reviews the client's cash flow and income statements, develops an action plan, and monitors their progress. Other services include 401(k) consulting, investment management, and business transition assistance. Robert Schulz, who founded the company in 2014, is a CFP with over 25 years of industry experience.

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Frequently Asked Questions

Q: Should I hire a financial advisor before buying a house?

A: 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.

Q: What experience should I look for in a financial advisor?

A: 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.

Q: Can my financial planner help with taxes?

A: 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).

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