Best Financial Advisors in San Antonio

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1900 Wealth is an independent and locally owned company. It has been creating customized asset management programs for high-net-worth individuals and families in San Antonio and the neighboring communities since 1946. It provides investment management, family education governance, consulting, charitable gifting, and advisory services. It also helps people build their investment portfolios through iDirect™, a self-guided online solution to make institutional intelligent portfolios accessible. Jefferson Bank owns 1900 Wealth, a Registered Investment Adviser with the Securities and Exchange Commission.

AC Financial is a financial planning and investment management company that serves clients in San Antonio. It helps clients with various areas, such as retirement, education, insurance, and investment planning. The company likewise guides clients on tax strategy. It educates them on income tax, capital gains tax, and federal income tax. It also offers estate planning, strategic asset management, and risk management solutions. The company's owner, Albert Cavazos, has over 30 years of experience as a financial advisor.

Advisor Logistics helps clients in the San Antonio metro create plans to reach their financial goals. It provides portfolio management and implementation services using customized financial software and proprietary analysis tools. The company monitors each client's portfolio to determine their trading needs, such as variance analytics, cash management, and multi-style rebalancing. Brett Wheeler, the founder and managing member of Advisor Logistics, is a Certified Financial Planner and has more than a decade of experience in personal wealth and portfolio management.

Arrow Wealth Advisors serves residents in San Antonio. Its financial planning work helps clients understand monetary arrangements, cash flows, and commercial goals. Investment management is offered, which assists clients with asset allocation recommendations, funding monitoring and selection, and portfolio rebalancing and tax-efficient investing. Its advisors also conduct asset class investing for clients' portfolios to gauge financial goals that are backed by academic and scientific research. President Daniel L. Seltzer has a Master's degree in Financial Planning. He also has a CFP designation.

Avid Wealth Partners assists individuals in San Antonio in accomplishing their financial planning and wealth management goals. The advisory firm conducts initial discussions to understand clients' needs, creates detailed analyses from gathered financial data, and develops plans from recommended courses of action. Its professionals use an integrated approach to address issues pertaining to retirement, insurance, investments, and finances. Eric Kala, the company CEO, holds multiple designations, including the titles Chartered Financial Consultant, Certified Investment Management Analyst, and Chartered Retirement Plans Specialist.

Chris Reddick Financial Planning is an advisory firm operating in San Antonio. It assists clients across the country with their investment and retirement, college funds and student loans, and comprehensive financial plans. The collaborative process includes an initial consultation to determine the client's personal and financial circumstances. Ongoing aid and advice are available throughout the transitions of the plan. The firm's owner, Chris Reddick, is a Certified Financial Planner with 11 years of experience. He has authored numerous educational books and articles.

Client Centric Wealth Management is a financial advisory firm operating in San Antonio. It offers a wide range of services including wealth management, cash flow planning, risk management, tax planning, and estate planning. The process includes developing customized strategies, implementing the financial plan, and monitoring it. The firm's founding partner, Eric Paul Zeitler, is a private wealth manager who has been helping clients in managing their assets and reaching their goals for over 20 years.

Clipper Wealth Management LLC is owned by Scott Cash Thompson, who is a Certified Financial Planner who manages the wealth of high-net-worth individuals. He also worked for a large wirehouse brokerage firm before opening his own firm. Clipper Wealth Management LLC is a full-service independent financial planning firm serving the San Antonio area. It provides money management, retirement planning, tax planning, and estate planning. The firm also offers insurance products, such as disability income insurance, life insurance, and individual health insurance.

Established in 2013, Cornermen Financial is a boutique financial services firm that caters to clients in the San Antonio area. The firm specializes in personalized financial and retirement planning and strategic investments. Its advisors assist clients by defining their financial objectives and formulating plans to help them achieve their goals. Its president, Jay Howard, started his career as a financial advisor in 2005. He is a Financial Services Specialist and has earned the Certification in Long-Term Care.

Covenant serves San Antonio clients looking for financial advisors. Its workforce has 40 advisors and staff working together to provide sound financial solutions, including investment management and estate, financial, and tax planning. The firm also provides tax preparation services. Before founding Covenant in February 2010, John S. Eadie has spent 20 years working as a director of executive planning services at Ernst & Young. Eadie is a magna cum laude Bachelor of Science in Accounting graduate.

Dempsey Wealth Management, LLC, is an independent financial advisory firm that serves San Antonio and the surrounding areas. Its financial planner, Patrick Dempsey, develops retirement plans that aim to increase tax-efficient distributions and save retirement assets for clients' upcoming generation, whether through personal savings, executive deferral plans, employer-sponsored plans, or IRAs. He also provides risk management and estate planning assistance. Dempsey is a Certified Financial Planner, who has more than 25 years of industry experience.

Empower Wealth Advisors serves professionals, entrepreneurs, and business owners in San Antonio and the neighboring areas. The firm offers advice to clients in the areas of financial planning and wealth management and educates them on college readiness, health savings accounts, fraud prevention, tax, estate, and retirement. It also guides them on matters of financial readiness, spouse survivor guide, social security, and employer-sponsored retirement. The owner and wealth advisor Christopher Powers leads the team at the firm.

Privately owned Genesis Wealth Management, located in San Antonio, serves a clientele that includes CEOs, medical professionals, entrepreneurs, and wealthy families in their pre-or post-retirement stages. To assist with creating, growing, and distributing their wealth, it offers retirement, estate, tax, and insurance planning, as well as portfolio management. Its agents follow a six-step process in creating a wealth management plan for individuals. Managing partner Jereme D. Brisco is a CFP. He has series 7, 63, and 65 securities registrations with LPL Financial.

Harvest Future Financial is a financial services company that helps clients in the San Antonio metro and nearby areas. The company provides financial planning services and assists clients with 401Ks, besides Roth and traditional IRAs. It likewise reviews investment strategy and compares portfolio returns with benchmarks. Other services include risk management, business owner planning, partnership agreement, succession planning, and employee insurance solutions. Its founding partner, Justin Hanna, has over 10 years of experience in the financial industry.

Founded in 1981, Intercontinental is a wealth management firm serving clients in San Antonio and the surrounding locations. It provides a variety of financial advisory services for high-net-worth individuals, non-profit organizations, and corporations. The firm develops, implements, and monitors investment plans that can be adjusted based on clients' life situations. It also transfers wealth to future generations and lowers income and capital gains taxes. Intercontinental has adopted a concierge approach to delivering its financial services as required by its affluent clients.

i•financial is a local independent insurance agency assisting individuals, families, and small businesses throughout in the San Antonio area. Its team of investment advisors works as fiduciaries to help clients create realistic financial plans. They create a customized plan that focuses on the process of evaluating assets, performing gap analysis, providing options, implementing strategies, and modeling goals. Its agents, Kevin and Jake, are certified financial planners and abide by the CFP Board's fiduciary standards.

Kercheville Investment Advisors is an independent wealth management firm that has been serving the San Antonio area since 1984. It handles estate, retirement, and tax planning as well as investment and money management. It also provides portfolio management with two types of basis: discretionary and non-discretionary. The firm conducts analysis, vets convictions, and invests accordingly while monitoring financial markets and emerging trends. Since 1967, founder Joe Kercheville has been guiding clients through market cycles with discerning asset management strategies.

Magister Wealth serves San Antonio residents who need financial advice. The firm produces plans that cover a client's retirement funds, risk assessments, education costs, and tax strategies. Its advisers deliver investment management solutions, constructing clients' portfolios and monitoring these products daily. The company also reviews estates and wills. It conducts business consulting tasks and acts as an outsourced CFO. Magister Wealth caters to entrepreneurs and delivers financial education classes that simplify complex money management concepts into comprehensible terms.

NFA Wealth Management is a consulting and advisory firm that offers its services in the San Antonio metro and its nearby areas. The business helps its clients achieve their definition of financial success with its products. Its financial advisors provide wealth management services that include tax, goal, and estate planning as well as insurance and investment management. Additionally, it aids with asset protection, business planning, and individual planning. NFA Wealth Management has been serving individuals for more than four decades.

PAX Financial Group, LLC, is a full-service firm operating in San Antonio. Bringing over more than 100 years of combined experience, its staff offers a wide range of services to businesses and individuals, including investment management, retirement needs analysis, charitable giving, payroll deduction plans, and employee benefit programs. Pivot retirement planning and insurance services are also available. PAX Financial Group has been featured in the San Antonio Business Journal and Forbes for its expertise. Aside from assisting clients with financial planning, Darryl W Lyons has also lobbied for small business reform.

Plan Well Private Wealth Services delivers financial advice to residents in San Antonio. The firm coaches clients on the appropriate investment options, taxation strategies, and insurance products to take in order to retain and grow funds for one's heirs or maintain a comfortable lifestyle. Its managing director, David Carlock, transitioned into wealth management in 2005 after 20 years in the telecommunications field. He gives counsel on the preservation of corporate assets and writes retirement plans.

Established in 2010, Platinum Wealth Solutions of Texas, LLC, is a financial advisory agency that serves San Antonio and neighboring communities. It caters to various clients, including business owners, mature families, pre-retirees and retirees, and young professionals. Its line of services includes asset allocations recommendations as well as college education, insurance, and tax planning. Nick Valenti, the CEO, offers 40 years of experience in the financial services industry. He holds different designations, such as Accredited Investment Fiduciary and Certified Financial Planner.

RBC Wealth Management is a financial advisory firm that serves San Antonio and nearby areas. It caters to a wide range of clients, including business owners and entrepreneurs, corporate executives, and multi-family offices. Its services include business exit planning, international banking and cash management, investment strategy development, and trade settlement. Moreover, it handles debt refinancing, personal protection, and wealth preservation. Janet Engels, the head of the firm's Portfolio Advisory Group, offers over 35 years of experience in the securities industry.

Retire with Jim Hanna is a company serving customers in San Antonio and the surrounding areas. Jim Hanna and his team strive to provide clients with financial clarity and improved quality of life. Services offered by the company include tax reduction and retirement income strategies. The business also offers asset protection services and life insurance plans. Retire with Jim Hanna also holds events and seminars that are open to retirement-age individuals aiming to be financially independent.

S. Harris Financial Group is a firm operating in San Antonio. It offers a wide range of services including financial planning, wealth management, divorce financial analysis, business solutions, and investment management. A second opinion service is also available for individuals who are not confident with their current financial plan. The firm works with different types of clients such as corporate executives, business owners, doctors, and independent women. Its managing officer, Stephanie Harris, has been recognized by publications like Forbes and the Working Mother magazine.

Located in San Antonio, Sendero Wealth Management offers financial consultations for individuals and businesses in the city. It assists first-time clients with different strategies for earning more cash or saving for goals—such as savings for children's education and retirement funds. The firm makes sure to educate its clients about taxes, healthcare, and other expenses that may affect their savings plan. Its president, Edward A. Hart, offers to talk about each financial plan personally through e-mails and phone calls. He and his staff also cater to commercial clients, including non-profit organizations and family-owned businesses.

Snowden Lane Partners is an independent firm located in San Antonio that exclusively focuses on wealth management, providing its clients with unbiased advice and customized solutions to enhance and preserve their wealth. Through investment and retirement planning, its advisors can help clients plan for their futures and that of their families. Its advisors can also discuss liability management and education plans. Snowden Lane Partners can communicate fluently with clients in English and Spanish.

Strategic Financial Concept aims to protect, preserve, and enrich the wealth of individuals, families, and businesses in San Antonio. Its financial advisors focus on investment management, insurance plans, and financial planning. Its wealth management services include retirement plans, asset acquisition and spending review, and business continuity planning. It provides asset protection solutions by monitoring, reviewing, and managing investable assets. CEO and managing principal Reagan Wagner uses a goal-oriented approach on estate and wealth planning for clients with a net worth of $5 million or more.

The Lewis Group is a financial services firm that serves San Antonio and the surrounding areas. It helps clients prepare for retirement or sell their businesses through various solutions, including life insurance planning, IRA planning, and employee benefits. In addition, clients who need assistance in charitable giving strategies can also consult with the firm. Since its establishment in 1986, the firm's professionals have been guiding clients to take manageable steps toward developing a sound financial strategy that grows and protects their wealth.

Ulrich Investment Consultants helps high net worth individuals and families from San Antonio with managing their wealth. Its financial advisors look into the client's liquid assets, investments, real estate, additional business interests, cash flow requirements, and liabilities. The team also monitors progress and checks the efficacy of the strategies implemented. John Ulrich, the CEO of this firm, started in the investment business path in 1984. He is also among the founding members of the Medallion Investment Management Company.

Vannoy Advisory Group Inc. has been catering to clients in the San Antonio metro and the surrounding areas since 2007. It helps customers achieve their financial goals by offering planning services. Its process involves gathering and organizing important financial information, providing an online vault for secure digital storage, constructing an investment portfolio, discussing recommendations, and implementing portfolios. Its team also provides investment management solutions. Vannoy Advisory Group is a member of the National Association of Personal Financial Advisors.