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2024

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Best Financial Advisors in New Braunfels, TX

Our Recommended Top 18

We did the research for you!

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Our goal is to connect people with the best local professionals. We scored New Braunfels Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

34Reviewed

27Curated

18Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

New Braunfels, TX
Free Consultation

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Why choose this provider?

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.

  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

New Braunfels, TX

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Why choose this provider?

Need help contacting a Financial Advisor in New Braunfels? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

200 N Seguin Ave, Suite 5, New Braunfels, TX 78130
WebsiteLicense: 284164

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Review Sources

Google
4.4 (12)
Yelp
4.0 (5)

Why choose this provider?

PAX Financial Group, LLC creates wealth management plans for families and individuals in New Braunfels. It collaborates with clients to develop investment, college education, tax, and risk management strategies. Its fiduciary advisors provide pivot retirement planning as well as assistance in identifying appropriate IRAs and long-term care indemnities. They also assist in the creation of estate and charitable giving plans. PAX Financial Group has been featured on Forbes, Smartvestor, and KENS5. Darryl W. Lyons, a co-founder, holds CFP, ChFC, BFA, and AIF certifications.

  • Retirement Planning

19230 Stone Oak Parkway Suite 315, San Antonio, TX 78258
WebsiteLicense: 4178056

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Review Sources

Google
5.0 (2)

Why choose this provider?

Client Centric Wealth Management caters to clients in New Braunfels and nearby areas. Its founder, Eric Paul Zeitler, has been in the industry for over 20 years, providing wealth management solutions. He works closely with clients to understand their needs and aspirations and develop a strategy based on their unique situations. Zeitler also determines the individual's risk tolerance and educates them in pursuing short- and long-term goals. He holds designations as an Accredited Investment Fiduciary professional and a Chartered Retirement Plans Specialist.

  • Certified Financial Planner (CFP)

910 Gruene Road, Bldg 4B, New Braunfels, TX 78130

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Why choose this provider?

Since 2012, Horizon Wealth Strategies, LLC, has been serving professionals, business owners, retirees, and corporate executives in and around the New Braunfels area. The agency offers various financial services, such as asset protection, employer-sponsored retirement plans, including Roth 401 (k) and SEP IRA plans, investment management, life insurance, and annuities. Founder Mark D. Olson is a Certified Financial Planner, Chartered Life Underwriter, and Chartered Financial Consultant. He has been working in the financial industry for more than 30 years. Olson also represents clients in New Jersey.

  • Certified Financial Planner (CFP)

4358 Lockhill Selma Rd, Suite 310, Shavano Park, TX 78249
WebsiteLicense: 166414

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Review Sources

Google
5.0 (1)

Why choose this provider?

Cypress Wealth Advisors is a firm that serves New Braunfels. It offers tailored wealth management and planning solutions to help individuals and families achieve financial success. It assesses clients’ status and establishes their goals, develops and implements plans. The team monitors them to make adjustments as necessary. Its personalized plans cover areas such as cash flow, estate, investment, and retirement planning and risk management. The firm’s managing partner, Steven Parker, served as the CIO for a national registered investment firm.

  • Certified Financial Planner (CFP)

760 Comal Ave, New Braunfels, TX 78130

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Why choose this provider?

Sather Financial Group is a planning and investment management firm that caters to the advising needs of New Braunfels. It guides clients in preparing plans for retirement and future legacy and assists them in managing wealth, risks, and taxes. Its team of advisors creates customized investment portfolios, analyzes financial situations, and prepares planning roadmaps. CEO Dave Sather has been in the financial services industry for more than 25 years and is a CFP and Accredited Fiduciary Investment Manager.

  • Certified Financial Planner (CFP)

468 South Seguin Avenue Suite 400, New Braunfels, TX 78130

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Review Sources

Google
5.0 (1)

Why choose this provider?

Luckemeyer Wealth Management is an advisory firm that caters to clients in New Braunfels and the neighboring communities. The company's founder and financial advisor, David Luckemeyer, works with people who need advice and assistance in goal setting, risk management, retirement planning, and investment planning. He employs a proactive approach in developing strategies and plans for clients to meet their specific objectives. Luckemeyer holds a Chartered Financial Consultant designation. He has been in the industry since 1992.

  • Certified Financial Planner (CFP)

672 Ridge Hill Drive, Suite A1, New Braunfels, TX 78130
WebsiteLicense: 165811

Expertise.com Rating

Review Sources

Google
5.0 (10)

Why choose this provider?

Located in New Braunfels, Christian Financial Advisors serves clients throughout the metro. Its team incorporates Christian values with a fiduciary approach to help individuals plan various areas, including insurance and retirement. It also provides investment management and personal trust services. The firm has been operating since 1992 and is one of the oldest wealth management organizations in the area. Bob Barber, its owner, hosts Christian Financial Perspectives, a bi-weekly teaching podcast. He is the former president of the National Association of Christian Financial Consultants.

  • Certified Financial Planner (CFP)

5714 Shiraz Cove, San Antonio, TX 78247
WebsiteLicense: 5309477

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Why choose this provider?

Hal Leonard offers personalized financial planning services for clients in New Braunfels. Whether saving for retirement or a new house, he assists people in deciding how to allocate their money regardless of the stage of life they are in through financial products and services, including annuities, investments, IRAs, insurance, mutual funds, and retirement savings accounts. He also helps clients make the most of their wealth by offering solutions to their philanthropic goals. Leonard formed Heart of Texas Associates.

  • Certified Financial Planner (CFP)

1527 East Common Street, New Braunfels, TX 78130

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Why choose this provider?

Michael Mullins is a CPA who serves individuals in New Braunfels and the surrounding areas. He offers tax and investment planning and advisory services through Avantax. His group focuses on various aspects of financial planning, such as risk management, estate planning, and investing principles and strategies. Mullins is a registered Investment Advisor Representative who also handles estate and retirement planning. Avantax has been conducting tax-smart investing for its clients' financial goals for more than 30 years.

  • Certified Financial Planner (CFP)

480 W Mill St,, New Braunfels, TX 78130

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Why choose this provider?

Riverstone Advisors, LLC, founded in 2004, is a locally owned financial advisory company that serves residents in New Braunfels and the neighboring areas. Its team works with clients to create a one-of-a-kind portfolio that allows them to live off their assets while avoiding risk and expenses. It analyzes life insurance, education plans, charitable giving initiatives, and Social Security claims, in addition to managing corporate and personal investment accounts. Leslie J. Lammers, the company's founder, is a Certified Financial Analyst.

  • Retirement Planning

599 Dallas Street, New Braunfels, TX 78130

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Review Sources

Google
5.0 (8)

Why choose this provider?

Intentional Living FP is a New Braunfels-based wealth advisory firm that serves individuals and families seeking to achieve early financial independence. It offers investment management, debt management, cash flow and tax planning, net worth tracking, and insurance optimization services. Jim Crider, the owner, is a CFP who has worked at wealth management firms and helped numerous financially successful families before establishing the firm. He is a member of the National Association of Personal Financial Advisors.

  • Certified Financial Planner (CFP)

400 N Loop 1604 E, Suite 280, San Antonio, TX 78232

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Why choose this provider?

Arrow Wealth Advisors helps New Braunfels residents in navigating the financial future. The company provides services tailored according to clients' needs, such as investment management, financial planning, and asset building. Its team of advisors, led by Daniel Seltzer, guides clients in discovering goals and objectives, analyzing finances and wealth, developing and implementing solutions, and monitoring progress. Seltzer holds an MSFP degree and a Certified Financial Planner designation. He is also a U.S. Army veteran.

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

16170 Jones Maltsberger Rd. Suite 102, San Antonio, TX 78247
WebsiteLicense: 4414290

Expertise.com Rating

Review Sources

Facebook
5.0 (6)
Google
5.0 (5)

Why choose this provider?

Clipper Wealth Management LLC is an independent firm that serves individuals in the New Braunfels community. It guides with various wealth management solutions, including traditional and Roth IRAs, stocks, bonds, government securities, and variable annuities. Its team assists clients in creating plans for taxes, retirement, 401Ks, college, estate, and profit-sharing. Clipper Wealth Management also offers life, health, long-term care, and disability insurance. It is owned by Scott Cash Thompson, a CFP and part of LPL financial.

  • Certified Financial Planner (CFP)

15750 West Interstate 10, San Antonio, TX 78249
WebsiteLicense: 169471

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Review Sources

Google
4.0 (26)
Yelp
2.0 (1)

Why choose this provider?

Kercheville Investment Advisors offers tailored wealth management solutions to clients in New Braunfels. Its team reviews its clients' goals, lifestyles, and personal finances to create a plan suitable for them. It also helps customers manage their tax bills and implement tax minimization strategies. Its advisors also provide principles for investors to avoid pitfalls in the industry. Joe Kercheville, the company's founder, has been serving clients since 1967. In 1984, he established Kercheville & Company, the first securities brokerage with an in-house research department in San Antonio.

  • Certified Financial Planner (CFP)
  • Private Wealth Advisor

137 Landa St., New Braunfels, TX 78130

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Why choose this provider?

Schumann and Buck Financial Services extends its expertise to New Braunfels individuals. It uses strategic investment methods in creating financial wealth plans to help clients protect, preserve, and build their money. The company counsels clients on financial planning matters, such as retirement, taxes, 401(k), 403(b), estate, money purchasing, and profit-sharing. It also delivers investment solutions related to bonds, educational IRA, traditional IRA, brokerage accounts, and government securities. In addition, the company provides assistance in insurance, including life, disability income, and long-term-care insurance.

  • Estate Planning
  • Retirement Planning

200 N Seguin Ave #9, New Braunfels, TX 78130
WebsiteLicense: 165237

Expertise.com Rating

Review Sources

Facebook
5.0 (7)
Google
5.0 (6)

Why choose this provider?

Teamwork Financial Group offers financial strategies and asset management solutions to residents of New Braunfels and the surrounding areas. Its team of financial advisors, CPAs, and attorneys has been helping clients align and integrate their legal, tax, and financial plans since 1988. Its services include income, retirement, and IRA legacy planning. The firm's CEO and founder, Doug Moe, is a certified public accountant who has been focusing his practice on financial, tax, and estate planning since 1994.

  • Certified Financial Planner (CFP)

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
SmartAdvisor by SmartAsset
Free Consultation
PAX Financial Group, LLC
200 N Seguin Ave, Suite 5, New Braunfels, TX 78130
Client Centric Wealth Management
19230 Stone Oak Parkway Suite 315, San Antonio, TX 78258
Horizon Wealth Strategies, LLC
910 Gruene Road, Bldg 4B, New Braunfels, TX 78130
Cypress Wealth Advisors
4358 Lockhill Selma Rd, Suite 310, Shavano Park, TX 78249
Sather Financial Group
760 Comal Ave, New Braunfels, TX 78130
Luckemeyer Wealth Management
468 South Seguin Avenue Suite 400, New Braunfels, TX 78130
Christian Financial Advisors
672 Ridge Hill Drive, Suite A1, New Braunfels, TX 78130
Hal Leonard
5714 Shiraz Cove, San Antonio, TX 78247
Michael Mullins
1527 East Common Street, New Braunfels, TX 78130
Riverstone Advisors, LLC
480 W Mill St,, New Braunfels, TX 78130
Intentional Living FP
599 Dallas Street, New Braunfels, TX 78130
Arrow Wealth Advisors
400 N Loop 1604 E, Suite 280, San Antonio, TX 78232
Clipper Wealth Management LLC
16170 Jones Maltsberger Rd. Suite 102, San Antonio, TX 78247
Kercheville Investment Advisors
15750 West Interstate 10, San Antonio, TX 78249
Schumann and Buck Financial Services
137 Landa St., New Braunfels, TX 78130
Teamwork Financial Group
200 N Seguin Ave #9, New Braunfels, TX 78130

FAQs

  • 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.

  • When should you take your Social Security benefits in New Braunfels?

    The Social Security program allows beneficiaries in New Braunfels to claim their benefits at the age of 62. However, it is recommended to wait until age 70 to receive a larger monthly check. If an individual reaches an age beyond the average life expectancy and chooses to wait to receive benefits, they will start to accumulate more from Social Security. However, the decision still depends on each person and their unique economic circumstances.

  • Which should people in New Braunfels choose, a traditional or Roth IRA?

    A traditional and Roth individual retirement account (IRA) are both tax-deferred retirement accounts available to anyone with earned income. They help people in New Braunfels accumulate more assets inside their IRA. Your tax bracket will determine which type of IRA suits you better. A Roth IRA might save you money if your current tax rate is lower than what it will be in retirement. Meanwhile, a traditional IRA could save you more money if your current tax rate is higher than what it will be in retirement.

  • Can charitable contributions reduce taxes in New Braunfels?

    Yes. Charitable contributions in New Braunfels can reduce taxes for both individuals and estates. You reduce your income tax liability by deducting donations from your gross income and contributing these funds to your preferred charities. You can also apply the gift tax exemption when contributing property or cash to charity. Just make sure that there are no temporary suspensions of limits.

  • Can non-cash donations mitigate your taxes in New Braunfels?

    Yes. Donating non-cash assets like stock and mutual fund shares to charitable institutions in New Braunfels can be tax-deductible. These can also offer an income stream that helps you meet your financial goals. Non-cash donations provide a tax deduction for the donor and do not need to be itemized on the tax return. Plus, they can help diversify your portfolio with long-term growth potential.

  • What can you buy with 529 distributions in New Braunfels?

    In New Braunfels, a 529 plan is a savings plan that funds individuals' tuition fees for college, K–12, private and religious schools, trade schools, graduate programs, and other international institutions. Other qualified educational expenses within a 529 plan include campus housing, books and supplies, and special needs equipment and services. Computers and some electronics are also included on the list of qualified education expenses. Software may qualify if it is used by the student and required by a class. 529 distributions can also be used to pay for internet services.

  • 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.