Expertise.com

Best Financial Advisors in The Woodlands

Laurels
2023
Laurels

We did the research for you!

Learn more
  • checkboxLicensing
  • checkboxUser Reviews
  • checkboxMystery Shopping Calls

Financial Advisors FAQs

Learn more
SmartAdvisor by SmartAsset logo
FEATURED
Free Consultation

SmartAdvisor by SmartAsset

The Woodlands, TX
  • Estate Planning
  • Investment Management
  • Financial Planning
  • Retirement Planning

Business Description

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
Google
3.2 / 5 (15)
Yelp
4.0 / 5 (4)

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
––

Price: Free Consultation

Expertise.com Concierge Service logo
FEATURED
Free booking service | Call 848.Book.Pro!

Expertise.com Concierge Service

The Woodlands, TX

Business Description

Need help contacting a Financial Advisor in The Woodlands? 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!

FREE

Expertise.com Concierge

Let us do the work for you!

Share your needs with our Concierge team, and they'll book you with our best available top-ranked service providers!

Allied Wealth logo
Visit WebsiteWebsite

Allied Wealth

Visit WebsiteWebsite
26410 Oak Ridge Drive #120, Spring, TX 77380
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Finance Planning

Business Description

Allied Wealth offers comprehensive and personalized financial planning services for clients in and around The Woodlands. The firm offers its services to business owners and executives, oil and gas industry workers, aviation industry professionals, and high-asset families, assisting them with goal setting, investment management, retirement planning, and estate planning. The firm also provides clients with their own private online account portal where they can view and monitor their progress. Ryan Wheless, president and founder of Allied Wealth, holds the designation of Chartered Retirement Planning Counselor.

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.
4.9
Google
4.9 / 5 (51)
Facebook
5.0 / 5 (29)

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
Avion Wealth logo
Visit WebsiteWebsite

Avion Wealth

Visit WebsiteWebsite
2829 Technology Forest Blvd, Suite 300, The Woodlands, TX 77381
  • Certified Financial Planner (CFP)

Business Description

Avion Wealth is a team of financial advisors serving The Woodlands and the surrounding areas. With over 35 years of experience, its team of professionals aims to help clients feel confident about their financial choices. The firm specializes in investment consulting and provides advanced planning services in the areas of wealth enhancement, retirement, wealth protection, and professional relationship management. It has served a number of organizations, such as Southwest, Shell, Service Corporation International, Chevron, and Halliburton.

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
Brownlee Wealth Management logo
Visit WebsiteWebsite

Brownlee Wealth Management

Visit WebsiteWebsite
1725 Hughes Landing Blvd 11th Floor,, The Woodlands,, TX 77380
  • Certified Financial Planner (CFP)

Business Description

Brownlee Wealth Management is a financial advisory firm serving clients in The Woodlands and nearby metros. The firm caters to entrepreneurs and oil and gas professionals, helping them plan out their financial future. Its advisors help clients lower their taxes, simplify their investments, and grow their family's wealth. They also help families arrange their estate plan, college fund, and income in retirement. Brownlee Wealth Management has been featured on CNN, Business Insider, Investment News, and Woodlands Online.

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
HFG Wealth Management logo
Visit WebsiteWebsite

HFG Wealth Management

Visit WebsiteWebsite
1790 Hughes Landing, Suite 350, The Woodlands, TX 77380
  • Finance Planning

Business Description

HFG Wealth Management serves the financial planning needs of clients in The Woodlands and its neighboring communities. The wealth management firm helps business owners, high-asset individuals, and their families in obtaining their long-term financial objectives. Its wealth managers conduct a thorough review of a client's current financial situation, offer a customized financial and investment plan, and implement regular follow-ups and progress meetings to update and check in on clients. Founder and Chief Executive Officer Larry Harvey is a Chartered Financial Consultant who launched the firm in 2008.

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.
4.6
Facebook
5.0 / 5 (23)
Google
4.4 / 5 (7)
Yelp
1.0 / 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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Legacy Capital logo
Visit WebsiteWebsite

Legacy Capital

Visit WebsiteWebsite
1725 Hughes Landing Blvd. Ste. 830, The Woodlands, TX 77380

Business Description

Legacy Capital is a wealth management firm serving clients in The Woodlands and Houston area. It provides consultations to help families, individuals, business owners, and executives reach their long-term financial goals. Its services include financial planning, asset acquisition and liquidation, and portfolio analysis. Its team of advisors, who are all Certified Financial Planners, uses a collaborative approach to create customized plans for every client. Legacy Capital gives back to the community through organizations like Montgomery County Food Bank and Girl Scouts of America.

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 (8)
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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Lloyds Intrepid Wealth Management logo
Visit WebsiteWebsite

Lloyds Intrepid Wealth Management

Visit WebsiteWebsite
1330 Lake Robbins Dr Ste 560, The Woodlands, TX 77380
  • Certified Financial Planner (CFP)

Business Description

Lloyds Intrepid Wealth Management consists of fiduciary financial professionals that serve individuals, families, and businesses in The Woodlands and its nearby communities. It offers a variety of services, such as comprehensive financial planning, portfolio construction and risk management, tax optimization strategies, insurance and annuity strategies, and net unrealized appreciation. The president and chief investment officer, Robert Lloyd, has 25 years of experience in the industry and is a Chartered Financial Analyst. He authored the book "Central Markets."

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
Outlook Financial Group LLC logo
Visit WebsiteWebsite

Outlook Financial Group LLC

Visit WebsiteWebsite
2202 Timberloch Place Suite 135, The Woodlands, TX 77380
  • Certified Financial Planner (CFP)

Business Description

Outlook Financial Group LLC is a group of advisors who aim to help clients in The Woodlands meet their financial goals through asset management. Its services include developing customized investment portfolios and balancing the requirements for short-term cash flow and long-term preservation and development. The company also offers financial planning and risk management services. James Huston, the company's founder (Retired), has been a financial professional for over three decades. He is a certified Chartered Life Underwriter and a Chartered Financial Consultant. The firm is now under the management of Christopher Ramsey.

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 (3)

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
––
Outlook Wealth Advisors, LLC logo
Visit WebsiteWebsite

Outlook Wealth Advisors, LLC

Visit WebsiteWebsite
224 Ed English Drive, Suite A, Shenandoah, TX 77385
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Financial Planning

Business Description

Founded in 1992, Outlook Wealth Advisors, LLC, helps retirees and pre-retirees in The Woodlands area nagivate through their retirement journey. Its team of financial advisors, who possess Certified Financial Planners and CPA designations, provides services such as retirement tax planning, asset protection, estate preservation, investment management, and retirement income strategies. Allen and Michael Neuenschwander, the company's founders and principal owners, have more than 40 years of combined industry experience. They have co-authored the book "Mistake Free Retirement".

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.
3.8
Google
3.9 / 5 (15)
Yelp
3.5 / 5 (4)

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
Peirce Capital Management, LLC logo
Visit WebsiteWebsite

Peirce Capital Management, LLC

Visit WebsiteWebsite
4840 W Panther Creek Dr, Ste 210, The Woodlands, TX 77381
  • Certified Financial Planner (CFP)
  • Financial Planning
  • Wealth Management
  • Tax Planning

Business Description

Peirce Capital Management, LLC, is a financial services firm based in The Woodlands. Its team of CFPs and ChFC manages investment portfolios, modifying risk levels based on clients' situations, goals, and preferences. They also provide assistance in locating assets between tax-advantaged and taxable accounts. Additionally, they create wealth protection plans and offer guidance on multigenerational wealth transfers. Peirce Capital Management was founded by Wes Peirce, who has been studying investment since the 1980s. He is affiliated with the Dimensional Fund Advisors and Buckingham Strategic Partners.

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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Rhame & Gorrell Wealth Management logo

Rhame & Gorrell Wealth Management

1330 Lake Robbins Drive, Suite 360, The Woodlands, TX 77380
  • Tax Planning
  • Financial Planning

Business Description

Rhame & Gorrell Wealth Management assists individuals in The Woodlands with their financial planning concerns. It provides consultation to clients to determine their financial goals and construct their investment portfolios. Its advisors also help with retirement planning and guide clients in making decisions regarding Social Security benefits, Medicare, elder care options, and long-term care insurance. Jeffrey Rhame, the firm's president, is a Certified Financial Planner who has been recognized by Texas Monthly and The Wall Street Journal for his work.

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.
4.6
Google
4.6 / 5 (7)

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
Starfox Financial Services LLC logo
Visit WebsiteWebsite

Starfox Financial Services LLC

Visit WebsiteWebsite
10077 Grogans Mill Rd #475, The Woodlands, TX 77380
  • Financial Planning

Business Description

Founded in 2006, Starfox Financial Services LLC is an independent registered investment advisor (RIA) firm that caters to clients in The Woodlands. It combines investment management, financial planning, and technological tools to help clients track and work towards financial goals. With the motto "Faith, Family, Finance," the firm is founded on Christian principles and upholds fiduciary standards that prioritize clients and their best interests. Starfox Financial also offers business valuation, retirement planning, college savings, and 401K employer plans.

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 (4)
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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Sterling Total Wealth Solutions logo

Sterling Total Wealth Solutions

2202 Timberloch Place, Suite 100, The Woodlands, TX 77380
  • Certified Financial Planner (CFP)

Business Description

Sterling Total Wealth Solutions crafts comprehensive planning strategies to help families and individuals achieve financial security. Serving The Woodlands residents, the company provides retirement and estate planning solutions. Its financial advisors handle matters involving risk and cash flow management, college funding, and tax-advanced investing. They work with clients' attorneys, CPAs, and insurance agents to create customized plans. One of the firm's founders, Michael Goodwin, is a Retirement Income Certified Professional. He has been in the industry for over 25 years.

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 (1)
UBS logo
Visit WebsiteWebsite

UBS

Visit WebsiteWebsite
1780 Hughes Landing Blvd. 3 Hughes Landing, Suite 200, The Woodlands, TX 77380
  • Certified Financial Planner (CFP)

Business Description

UBS helps the residents of The Woodlands financially plan their year through financial planning. Its process involves determining a client’s identity, risk tolerance, and visions to implement appropriate actions. The business also provides mortgage, estate, and retirement planning. In addition, It offers asset management for individual and institutional investors. With over 108 years of experience, UBS comprises more than 73,000 professionals from 50 countries. The firm is committed to achieving net-zero greenhouse gas emissions by 2050.

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

Frequently Asked Questions

  • 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.

  • 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.

  • How much money do I need to work with a financial advisor?

    There’s no specific income level you need in order to work with a financial advisor, but there may be a minimum investment amount for certain types of services. Some financial advisors won’t manage your money unless you have $100,000 or more to invest, but this isn’t the case with financial coaches or robo-advisors.

  • What does a financial advisor do?

    Financial advisors can have many types of specialties. Generally, a financial advisor advises on or helps to execute a financial plan. Some examples include assisting people with getting out of debt, building out an investment portfolio, and handling taxes.

  • What does a financial coach do?

    Financial coaches focus on improving your financial literacy and money management skills. For example, they can help you figure out how to pay down your student loans or decide how much money to put away for retirement. They usually charge by the hour and don’t offer asset management services or investment advice.

  • When should I use a financial advisor vs. doing it myself?

    Smart money management can give you freedom and comfort. Being responsible with your money makes it possible to meet goals and pay for major expenses. A financial advisor is trained and can offer you expertise that would otherwise take years to learn. They know how to save you money and make it go further.

  • How do I know if my financial advisor is trustworthy?

    Because financial advisors aren’t licensed or regulated, it’s up to the client to make that determination for themselves. However, if your advisor is a fiduciary, that means they’re legally bound to act in your best interest. Some types of advisors, including Certified Financial Professionals (CFPs), are held to fiduciary standards.