Expertise.com

2024

Last updated:

Best Financial Advisors in Pearland

Our Recommended Top 13

We did the research for you!

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

37Reviewed

27Curated

13Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Pearland, 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
  • Retirement Planning
  • Financial Planning
  • Investment Management

Pearland, TX

Expertise.com Rating

Why choose this provider?

Need help contacting a Financial Advisor in Pearland? 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.

4400 Post Oak Pkwy, #200, Houston, TX 77027

Expertise.com Rating

Review Sources

Google
4.5 (14)

Why choose this provider?

Financial Synergies Wealth Advisors is an independent firm that has been serving the needs of individuals and businesses in Pearland and surrounding communities for over 35 years. Its team of fiduciary experts provides wealth management services and coordinates with CPAs to address the client's concerns regarding investment strategy. It also consults with estate attorneys and insurance agencies to help individuals minimize their tax liabilities as well as plan for retirement. Mike Booker, its founding shareholder, holds a Certified Fund Specialist designation.

  • Tax Planning
  • Retirement Planning
  • Financial Planning

1400 Post Oak Blvd Suite 1000, Houston, TX 77056

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Review Sources

Google
5.0 (2)

Why choose this provider?

Linscomb Williams is a fiduciary firm that offers its services to clients in several locations, including Pearland. It has been helping its clients grow, protect, and manage their wealth for five decades by providing financial planning and investment management services. These include income and cash flow planning, education funding, and social security review. The company serves more than 2,000 families and manages $4 billion in assets. Managing director and CEO J. Harold Williams has been in the industry for over 40 years.

  • Certified Financial Planner (CFP)
  • Financial Planning
  • Wealth Management

14550 Torrey Chase Blvd. Suite 360, Houston, TX 77014

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Why choose this provider?

Strategic Financial Advisors is an independent investment planning firm that serves the Pearland metro and its surrounding cities. The firm provides wealth management services to its clients by taking into consideration asset allocation, investment risks, portfolio design, and the safety and security of assets. It also offers planning services concerning the clients' estate, insurance, retirement, and tax. The firm's team of advisors are Certified Financial Planners and have a combined experience of over 65 years in the industry.

  • Retirement Planning

4550 Post Oak Place, Suite 125, Houston, TX 77027

Expertise.com Rating

Review Sources

Facebook
5.0 (3)
Google
5.0 (1)

Why choose this provider?

IMG Financial Group, Inc., is an organization of advisors who offer their expertise and services to help individuals, professionals, and business owners in the Pearland metro. Established in 1981, its financial advisors offer client-centered financial, investment, tax, and retirement planning solutions. The organization also offers estate planning and protection planning. To promote the quality of its services, the team of associates behind IMG Financial Group maintains continuing education program to stay up to date with the industry.

  • Financial Planning

700 Louisiana St Suite 3950, Houston, TX 77002

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Why choose this provider?

Post Oak Private Wealth Advisors is a firm serving Pearland. It provides services in areas involving investment and wealth management, as well as retirement distribution and cash flow planning. It assists clients in developing plans that help them achieve their financial goals, such as managing their wealth, preparing for retirement, or securing their legacy. It includes assisting them in constructing investment portfolios. Its diverse client base ranges from business owners, executives, and high net worth families, to legal and medical professionals.

  • Estate Planning
  • Business Formation

455 E. Medical Center Blvd, Suite 115, Houston, TX 77598

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

MDT Financial Advisors provides services to clients in Pearland and the surrounding areas. It helps individuals prepare for their future by assisting them with their financial planning strategies. It also focuses on listening to clients' needs to guide them in pursuing their financial goals. The company's managing partner, Larry W. Denson, specializes in estate, investment, and tax planning. He is also a licensed accident, health, and life insurance agent. Denson served as the assistant vice president for Merrill Lynch before joining MDT Financial Advisors.

  • Investment Management

3571 Mustang Ridge Lane, Pearland, TX 77584

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Review Sources

Google
5.0 (17)
Facebook
5.0 (1)
Yelp
5.0 (1)

Why choose this provider?

Bullogic Wealth Management is a firm operating in Pearland. It guides individuals through one-time projects or ongoing financial planning, which involve maximizing Social Security benefits, limiting the exposure to self-employment risks, and analyzing their risk tolerance to maximize investment returns. Its team of Certified Financial Planners executes the comprehensive process, which includes gathering data about clients' financial situations and establishing financial planning agreements, to reach their goals. They also help implement tax-saving strategies and insurance plans.

  • Certified Financial Planner (CFP)

1330 Post Oak Blvd., Suite 2800, Houston, TX 77056

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Why choose this provider?

Messier Financial Advisors is a firm that serves clients in Pearland. It provides personalized wealth management solutions to individuals, families, and businesses. The firm's financial advisors, Shane A. Richolson and Brian P. Messier, are equipped to guide clients through the rigorous process of planning and implementing strategies designed to improve their assets and finances. They handle retirement, investment, insurance, and estate planning matters. Richolson and Messier have 59 years of combined experience in the financial advisory field.

  • Financial Planning

5599 San Felipe, Suite 900, Houston, TX 77056

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

The Financial Advisory Group, Inc., is a wealth management firm serving the residents of Pearland and areas throughout Houston. Its services include multi-generational investment management and financial planning, where its team assists individuals in creating policies tailored to their interests. The firm also works to guide clients in achieving their financial goals and preserving financial independence. Its CEO, Richard J. Alphonso, is a CPA, PFS, and AEP designee. He has over two decades of experience in areas such as financial planning and business consulting.

  • Tax Planning
  • Financial Planning
  • Wealth Management

920 Memorial City Way Suite 150, Houston, TX 77024

Expertise.com Rating

Review Sources

Google
4.7 (52)

Why choose this provider?

Oak Harvest Financial Group provides advisory and retirement planning services to the residents of Pearland and its surrounding communities. Its team builds customized plans designed to reduce risk, increase income, and help pay less tax. These plans include an investment strategy and tax plan, as well as health care and estate planning. The firm also offers services related to portfolio management. The firm has been featured on Forbes and Fox Business and is listed among Inc.'s 5,000 Fastest-Growing Private Companies in America.

  • Retirement Planning

6750 West Loop South, Suite 825, Bellaire, TX 77401

Expertise.com Rating

Review Sources

Google
5.0 (12)

Why choose this provider?

Park Place Financial is an advisory firm that serves Pearland, offering financial planning for investment, estate, income tax, health care, and retirement. It helps clients build their generational family wealth through its heritage wealth planning service, which considers options such as annual gifts and trusts, charitable giving, and inheritance investing. The firm also assists in the transfer of inherited IRA, which includes benefits such as spendthrift, divorce, and creditor protection, as well as minimized estate taxes.

  • Certified Financial Planner (CFP)

Attorney Information

Attorney NameBar StatusExperience
Christopher Maurer - CFP and AttorneyActive33 yrs

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.

  • Why is it preferable in Pearland to get a financial advisor who has a fiduciary duty?

    Playing the role of a fiduciary in Pearland implies a duty of trust from the financial advisor towards the client. The professional is expected to place the needs of the investor above all else. There is an obligation to give optimal advice without any undue influence from any single provider of investment or insurance products.

  • What advantages are there to getting a financial advisor in Pearland instead of going solo?

    Getting a financial advisor in Pearland is preferable to going solo because a professional will customize the client's investments and retirement funds based on one's needs, risk averseness, and goals. While an individual may perform these tasks alone, an independent third party has impartiality and foresight while avoiding the blind spots that one may have over one's self.

  • Why is it important in Pearland to continually rebalance an investment portfolio?

    It is important in Pearland to continually rebalance an investment portfolio because market conditions could shift one’s intended distribution of investments. A person may want to invest equally in technology, education, and hospitality, but a natural disaster could drive up tech stocks while killing hospitality. Rebalancing is needed because technology investments will balloon out of proportion.

  • Why is diversification vital in Pearland when the economy is down?

    Diversification of an investment folio is preferable in Pearland when the economy is down because it lowers the risk that a single catastrophic loss in a specific sector like education will bring down all of one’s assets. While gains are also similarly tempered, since the net trend of the market is to grow, it is better to have moderate growth over a long period of time than to have a single big crash.

  • What happens to a Pearland employee's 401(k) account if his company's stocks are bought out by another?

    If a company in Pearland has its stocks bought out by another corporation, the employees' 401(k) plans could end up terminated, merged with the purchasing entity’s, or allowed to continue unaffected. If the purchasing company ends the fund, there could be a distribution of the proceeds or a stop to the contributions.

  • 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.