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Best Financial Advisors in New Braunfels

2024

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SmartAdvisor by SmartAsset

New Braunfels, TX
  • Estate Planning
  • Investment Management
  • Financial Planning
  • Retirement Planning

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.

Reputation:

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.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

New Braunfels, TX

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Website
200 N Seguin Ave, Suite 5, New Braunfels, TX 78130
  • Retirement Planning

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.

License Verified:

License: 284164

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
4.3
Google
4.4 / 5 (12)
Yelp
4.0 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
599 Dallas Street, New Braunfels, TX 78130
  • Certified Financial Planner (CFP)

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.

Reputation:

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.
5.0
Google
5.0 / 5 (8)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
16170 Jones Maltsberger Rd. Suite 102, San Antonio, TX 78247
  • Certified Financial Planner (CFP)

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.

License Verified:

License: 4414290

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Facebook
5.0 / 5 (6)
Google
5.0 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
760 Comal Ave, New Braunfels, TX 78130
  • Certified Financial Planner (CFP)

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
137 Landa St., New Braunfels, TX 78130
  • Estate Planning
  • Retirement Planning

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
4358 Lockhill Selma Rd, Suite 310, Shavano Park, TX 78249
  • Certified Financial Planner (CFP)

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.

License Verified:

License: 166414

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
15750 West Interstate 10, San Antonio, TX 78249
  • Certified Financial Planner (CFP)
  • Private Wealth Advisor

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.

License Verified:

License: 169471

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
3.9
Google
4.0 / 5 (26)
Yelp
2.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
910 Gruene Road, Bldg 4B, New Braunfels, TX 78130
  • Certified Financial Planner (CFP)

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
672 Ridge Hill Drive, Suite A1, New Braunfels, TX 78130
  • Certified Financial Planner (CFP)

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.

License Verified:

License: 165811

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Google
5.0 / 5 (10)

Website
1527 East Common Street, New Braunfels, TX 78130
  • Certified Financial Planner (CFP)

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
480 W Mill St,, New Braunfels, TX 78130
  • Retirement Planning

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
5714 Shiraz Cove, San Antonio, TX 78247
  • Certified Financial Planner (CFP)

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.

License Verified:

License: 5309477

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
200 N Seguin Ave #9, New Braunfels, TX 78130
  • Certified Financial Planner (CFP)

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.

License Verified:

License: 165237

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Facebook
5.0 / 5 (7)
Google
5.0 / 5 (6)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
19230 Stone Oak Parkway Suite 315, San Antonio, TX 78258
  • Certified Financial Planner (CFP)

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.

License Verified:

License: 4178056

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
468 South Seguin Avenue Suite 400, New Braunfels, TX 78130
  • Certified Financial Planner (CFP)

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.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
400 N Loop 1604 E, Suite 280, San Antonio, TX 78232
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

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.

Reputation:

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.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Frequently Asked Questions

  • 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.