Laurels

Best Financial Advisors in Midland
2021

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Midland 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 38 26 8

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

Burgeon Capital

  • Estate Planning
  • Retirement Planning
  • Tax Planning

Burgeon Capital provides financial planning services to Midland and the surrounding communities. It helps clients pursue their goals by offering investment analysis, retirement projections, and investment strategies services. It also develops customized plans for individuals who want to protect their assets and estate. The company's principal wealth manager, Brian Fralin, holds a master's degree in accounting and information management with a focus on taxation. Additionally, Fralin has been in the wealth management industry since 2003.

2204 Homestead Court
Midland, TX 79707

Website

Cosner Financial Group

  • Certified Financial Planner (CFP)

Cosner Financial Group offers financial advisory services to clients in Midland and the surrounding communities. It is a family-owned firm that has been serving the community for over 30 years. Its personal financial services include retirement planning, college savings, wealth management, and life insurance. It also handles estate planning, inheritance, and 401(k) rollover, and works with charitable trusts, endowments, and nonprofit organizations. Additionally, the firm offers business financial services, including managing employer-sponsored retirement plans and cash management.

1030 Andrews Highway
Midland, TX 79701

Website

Wrong city? Here are some nearby places: