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2024

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Best Financial Advisors in The Woodlands, TX

Our Recommended Top 14

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 The Woodlands 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

14Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

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

The Woodlands, TX

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Why choose this provider?

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.

1330 Lake Robbins Dr Ste 560, The Woodlands, TX 77380

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Why choose this provider?

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."

  • Private Wealth Management
  • Investment and Financial Planning
  • Fiduciary

4840 W Panther Creek Dr, Ste 210, The Woodlands, TX 77381

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Review Sources

Google
5.0 (3)

Why choose this provider?

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.

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

10077 Grogans Mill Rd #475, The Woodlands, TX 77380

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Why choose this provider?

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.

  • Financial Planning

1330 Lake Robbins Drive, Suite 360, The Woodlands, TX 77380

Expertise.com Rating

Review Sources

Google
4.7 (9)

Why choose this provider?

Rhame & Gorrell Wealth Management is a registered investment advisory firm serving high-net-worth clients in The Woodlands and around the globe. Eighty-five percent of the individuals and families it serves come from the energy sector. Its financial advisory team consists of 14 full-time professionals experienced in overseeing the oil and gas company's pension and savings plans. Rhame & Gorrell works alongside other professionals to offer tax optimization, charitable planning, and investment management services tailored to clients' lifestyles and financial goals.

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

26410 Oak Ridge Drive #120, Spring, TX 77380

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Review Sources

Google
4.9 (47)
Facebook
5.0 (45)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Finance Planning

2202 Timberloch Place Suite 135, The Woodlands, TX 77380

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Why choose this provider?

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.

  • Certified Financial Planner (CFP)

1780 Hughes Landing Blvd. 3 Hughes Landing, Suite 200, The Woodlands, TX 77380

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

1725 Hughes Landing Blvd 11th Floor,, The Woodlands,, TX 77380

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

1790 Hughes Landing, Suite 350, The Woodlands, TX 77380

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Review Sources

Facebook
5.0 (26)
Google
4.4 (7)
Yelp
1.0 (2)

Why choose this provider?

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.

  • Finance Planning

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

Expertise.com Rating

Review Sources

Facebook
5.0 (9)
Google
5.0 (5)

Why choose this provider?

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.

2829 Technology Forest Blvd, Suite 300, The Woodlands, TX 77381

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

2202 Timberloch Place, Suite 100, The Woodlands, TX 77380

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Why choose this provider?

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.

  • Certified Financial Planner (CFP)

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
SmartAdvisor by SmartAsset
Free Consultation
Lloyds Intrepid Wealth Management
1330 Lake Robbins Dr Ste 560, The Woodlands, TX 77380
Peirce Capital Management, LLC
4840 W Panther Creek Dr, Ste 210, The Woodlands, TX 77381
Starfox Financial Services LLC
10077 Grogans Mill Rd #475, The Woodlands, TX 77380
Rhame & Gorrell Wealth Management
1330 Lake Robbins Drive, Suite 360, The Woodlands, TX 77380
Allied Wealth
26410 Oak Ridge Drive #120, Spring, TX 77380
Outlook Financial Group LLC
2202 Timberloch Place Suite 135, The Woodlands, TX 77380
UBS
1780 Hughes Landing Blvd. 3 Hughes Landing, Suite 200, The Woodlands, TX 77380
Brownlee Wealth Management
1725 Hughes Landing Blvd 11th Floor,, The Woodlands,, TX 77380
HFG Wealth Management
1790 Hughes Landing, Suite 350, The Woodlands, TX 77380
Legacy Capital
1725 Hughes Landing Blvd. Ste. 830, The Woodlands, TX 77380
Avion Wealth
2829 Technology Forest Blvd, Suite 300, The Woodlands, TX 77381
Sterling Total Wealth Solutions
2202 Timberloch Place, Suite 100, The Woodlands, TX 77380

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.

  • When should parents in The Woodlands purchase life insurance for their children?

    If parents in The Woodlands are concerned that their child may later be unable to obtain a life insurance policy due to a health problem, they should buy a child life insurance policy. If parents want to use life insurance as a means of investing, they should think about buying it for their children as well. Policies for child life insurance may have a cash value component, allowing for the withdrawal or borrowing of funds at a later time while the kid is still alive.

  • What details must you provide to a financial advisor in The Woodlands?

    Your income, expenses, credit history, assets, liabilities, retirement plans, investing preferences, and pension plans are all things that financial advisors need to be fully aware of. Your financial advisor in The Woodlands will assess your risk appetite and capacity for risk as well, which is crucial for choosing your investment asset allocation.

  • How much does a registered investment advisor in The Woodlands bill for their services?

    Registered investment advisor firms in The Woodlands frequently charge an annual fee based on the value of the assets they handle. Some businesses provide services for a fixed rate that is typically between 1% and 2% of the asset values managed. Other companies have a tiered fee structure where the fee goes down as the account worth increases.

  • When is it possible to sign up for Medicare in The Woodlands?

    At age 65, The Woodlands residents can sign up for Medicare. Initial enrollment is available within a seven-month timeframe that starts three months before the person turns 65 and ends three months following their birthday month. Penalties for late registration may apply if the individual does not enroll within the initial deadline.

  • What is the main factor that determines how much you must pay for Medicare premiums in The Woodlands?

    The main determinant of how much you are going to pay in Medicare premiums in The Woodlands is your income. Generally speaking, the greater your income was two years before your enrollment, the more you will be paying for Medicare premiums . If you have not made contributions to the Medicare system for a predetermined amount of time, your premiums will also be increased.

  • 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.