Best Financial Advisors in New Braunfels 2022
We scored 32 Financial Advisors in New Braunfels and Picked the Top 16
Here are the Picks:
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Arrow Wealth Advisors
Christian Financial Advisors
Client Centric Wealth Management
Clipper Wealth Management LLC
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Hal Leonard
Horizon Wealth Strategies, LLC
Intentional Living FP
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Kercheville Investment Advisors
Luckemeyer Wealth Management
Michael Mullins
PAX Financial Group, LLC
Riverstone Advisors, LLC
Sather Financial Group
Schumann and Buck Financial Services
Teamwork Financial Group
Cypress Wealth Advisors
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Arrow Wealth Advisors
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.
Christian Financial Advisors
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.
Client Centric Wealth Management
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.
Clipper Wealth Management LLC
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.
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Hal Leonard
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.
Horizon Wealth Strategies, LLC
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.
Intentional Living FP
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.
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Kercheville Investment Advisors
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.
Luckemeyer Wealth Management
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.
Michael Mullins
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.
PAX Financial Group, LLC
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.
Riverstone Advisors, LLC
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.
Sather Financial Group
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.
Schumann and Buck Financial Services
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.
Teamwork Financial Group
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.
Cypress Wealth Advisors
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.