Best Financial Advisors in San Antonio

2021

AC Financial

• Estate Planning

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.

Alamo Insurance and Wealth Management

• Certified Financial Planner (CFP)

Alamo Insurance and Wealth Management is a state-registered investment advisory firm in San Antonio. The team provides unbiased opinions designed to attain the best possible results, and the areas of focus include asset allocation, retirement planning, and life insurance. Alamo Insurance and Wealth Management shares helpful information through its website, and clients can download for free the white paper, “The Challenges in Achieving Financial Security.”

Avid Wealth Partners

• Certified Financial Planner (CFP)

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

• Retirement Planning

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

• Estate And Trust Specialist
• Certified Financial Planner (CFP)

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

• Estate Planning
• Estate And Trust Specialist
• Certified Financial Planner (CFP)

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.

Covenant

• Estate Planning
• Retirement Planning
• Tax Preparation
• Tax Planning

Covenant Multifamily Offices is a registered investment advisor in San Antonio. The firm belongs in the 2016 Financial Times 300 Top RIAs list, and it helps individuals, couples, and families maintain their lifestyle without compromising their financial future. Covenant Multifamily Offices uses the proprietary Lifestyle. Legacy. Philanthropy® process to deliver the most favorable results to clients.

Eggerss Capital Management

Eggerss Capital Management is a provider of financial advisory services in Boerne. The president and chief executive officer has more than 25 years of professional experience, and he and he continually shares his insight on Bloomberg, CNBC, Fox Business, and other known networks. Eggerss Capital Management offers free reports through its website.

Empower Wealth Advisors

• Estate Planning
• Retirement Planning

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.

Gateway Financial Advisors

Gateway Financial Advisors is a provider of customized retirement plans in Bulverde. The owner commits to excellence in the work she does, and she helps clients make “sound investment decisions” toward a secure future. Gateway Financial Advisors provides a mobile app through its website, and the company blog features interesting posts, such as “What’s Your Investment IQ?”

Harvest Future Financial

• Retirement Planning
• Certified Financial Planner (CFP)
• Business Formation

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.

Kercheville Investment Advisors

• Certified Financial Planner (CFP)

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.

Kraus Capital Management

• Certified Financial Planner (CFP)

Kraus Capital Management is a financial advisor in San Antonio. The firm provides “personalized insight and extensive service” throughout the clients’ life, and it gives them the confidence to pursue their financial goals. Kraus Capital Management caters to individuals and families in various parts of Texas and the United States, and its team members’ credentials appear in the Financial Industry Regulatory Authority’s BrokerCheck platform.

Larsen Financial Management

Larsen Financial Management is an advisory practice in San Antonio that offers individualized services. The firm helps entrepreneurs, professionals, and retirees “translate their hard work with financial independence,” and the team consists of industry veterans, whose credentials are available for verification through the Financial Industry Regulatory Authority’s BrokerCheck platform. Larsen Financial Management is a family-owned establishment that Texans have trusted for more than 25 years, and it helps clients with investment management, small business financial planning, and employee-benefits planning.

NFA Wealth Management

• Estate Planning
• Insurance Products
• Tax Planning

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

• Private Wealth Advisor
• Certified Financial Planner (CFP)

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.

Platinum Wealth Solutions of Texas, LLC

• Certified Financial Planner (CFP)

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

• Estate And Trust Specialist

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.

Renaissance Wealth Management Group of Texas

Renaissance Wealth Management Group of Texas is financial services firm in San Antonio. The company caters to individuals and families, and its client roster includes National Football League professionals planning their retirement. Renaissance Wealth Management Group of Texas provides a free mobile app that notifies subscribers of industry updates, and its website offers valuable resources, including critical estate documents.

Retire With Jim Hanna

• Insurance Products
• Retirement Planning

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.

Snowden Lane Partners

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.

SOGO Wealth & Risk Management

SOGO Wealth & Risk Management is an insurance and financial services firm in San Antonio. The company has been serving Texas communities for more than 30 years, and it partners with leading insurance carriers to provide “the best value, rate, and coverage” for clients, their families, and their businesses. SOGO Wealth & Risk Management offers 24/7 industry updates, and the focus areas include asset accumulation and protection, umbrella policy, child investment account, college funding, professional liability, risk management, and fiduciary responsibility.

South Texas Money Management

South Texas Money Management is a provider of investment advisory services in San Antonio. The firm offers personalized planning and guidance, and it caters to individuals, trusts, and estates, as well as institutions, foundations, and endowments. South Texas Money Management has other locations in Austin, Corpus Christi, Dallas, and Houston, and it complies with the Center for Fiduciary Excellence Institute’s Asset Manager Code of Professional Conduct.

Teamwork Financial Group

Teamwork Financial Group is a wealth management consultancy firm in San Antonio that has been part of the community since 1988. The firm offers clients integrity and transparency, and it helps them align and integrate the financial, tax, and legal aspects of wealth management “to create a game plan for life.” Teamwork Financial Group hosts retirement planning seminars, and it has another office in Laredo. The team offers a no-obligation consultation and the complimentary report, “The Social Security Decisions.”

Texas Financial Advisory

• Estate Planning
• Private Wealth Advisor

Texas Financial Advisory is a provider of “comprehensive holistic planning” services in San Antonio. The team offers integrity and professionalism in transactions with clients, and its members have government and industry licenses to sell an array of insurance and investment products. Texas Financial Advisory belongs in the International Association of Registered Financial Consultants, and it offers a complimentary report on retirement income.

The Lewis Group

• Insurance Products

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.