Expertise.com

2024

Last updated:

Best Financial Advisors in Tyler

Our Recommended Top 8

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

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

31Reviewed

21Curated

8Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Tyler, TX
Free Consultation

Expertise.com Rating

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
  • Financial Planning
  • Investment Management
  • Retirement Planning

Tyler, TX

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Why choose this provider?

Need help contacting a Financial Advisor in Tyler? 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.

3300 S. Broadway Suite 205, Tyler, TX 75701

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Why choose this provider?

Income Portfolio Strategies is an independent firm that has been operating in Tyler since 2003. It helps individuals and business owners in developing a financial strategy for tax, insurance, retirement, investment, and estate planning. The planning process includes identifying the client's goals and preferences, establishing a roadmap to success using unique and proprietary strategies, and ongoing support & advice. Cheryl Germany-Higgins & Eric Fox have extensive experience working for clients to deliver successful financial outcomes.

  • Estate Planning
  • Tax Planning
  • Financial Planning

106 E. South Street, Lindale, TX 75771

Expertise.com Rating

Review Sources

Google
5.0 (4)

Why choose this provider?

Camp Tax & Wealth Partners LLC is a financial advisory firm that serves individuals, families, and businesses in and around Tyler. The company's goal is to help its clients understand and navigate the world of personal finance and taxes by offering investment advisory services—including investment management, retirement planning, and legacy planning—through its affiliation with Avantax. Gary W. Camp, the firm's CPA, oversees the team's portfolio of financial planning services. Founded in 1981, the company also assists with income tax consulting and through business services like monthly bookkeeping and payroll tax preparation.

  • Tax Planning

821 ESE Loop 323, Suite 110, Tyler, TX 75701

Expertise.com Rating

Review Sources

Yelp
5.0 (3)
Google
5.0 (1)

Why choose this provider?

Trinity Capital Management is a team of financial advisors serving Tyler and the surrounding areas. The company specializes in risk management, retirement and income planning, and investment planning and management. Its team of professionals helps with portfolio design and construction, life insurance policy review, and health and disability insurance evaluation. They are also knowledgeable in asset allocation and wealth replacement strategies. Brad Bays, the firm's founding partner, has been working as a financial advisor for almost 30 years.

  • Certified Financial Planner (CFP)

1015 Pruitt Place, Ste 105, Tyler, TX 75703

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Why choose this provider?

Gibson Wealth Advisors is a fiduciary company that serves pre-retirees and retirees, entrepreneurs and professionals, and high-net-worth individuals in Tyler. Its team of professionals offers its clients a wide variety of services, such as comprehensive financial planning and wealth management, retirement strategies, social security maximization, trust services, protection, and investment planning. The company's aim is to use tax-efficient, low-cost, Exchange Traded Funds in its portfolios. Gibson Wealth Advisors is a Registered Investment Adviser and a member of Ed Slott's Elite IRA Advisor Group.

  • Certified Financial Planner (CFP)

1828 East Southeast Loop 323 Suite 200, Tyler, TX 75701

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Review Sources

Google
4.3 (6)
Yelp
3.0 (2)

Why choose this provider?

Feliciano Financial is a family-owned firm that serves clients in Tyler. For over 38 years, it has been offering customized wealth management solutions to individuals, families, retirees, and businesses. The firm's financial advisors are trained to help clients design financial plans parallel to their unique needs, goals, and budgets. They also assist in curating retirement plans, insurance policies, and investment strategies. The firm's executive vice president, Jeff Feliciano, is a Chartered Financial Consultant who handles concerns regarding employee benefits planning.

  • Certified Financial Planner (CFP)
  • Private Wealth Advisor
  • Retirement Planning

1405 Colony Cir, Longview, TX 75604

Expertise.com Rating

Review Sources

Google
5.0 (10)

Why choose this provider?

Belonging Wealth Management is a team of fiduciary planners that helps individuals and families in Tyler retire better. It assists its clientele by optimizing their portfolios, reducing their taxes, and considering possible outcomes. In addition, the firm offers retirement and estate planning services. Its founder, Brandon Renfro, is a Certified Financial Planner and a Retired Income Certified Professional with a doctorate in finance. The financial advisory firm has been featured on AARP, Forbes, Reader's Digest, and The Wall Street Journal.

  • Certified Financial Planner (CFP)

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.

  • What does a retirement planning assessment entail in Tyler?

    A Tyler financial planner will provide you with an initial assessment before working on your retirement plan. Your retirement and financial goals will be defined as part of this evaluation, which will also look at your portfolio to see if your investment goals align. Your financial advisor can take advantage of this chance to develop plans to reduce taxes and boost your income, allowing you to build up sufficient wealth for retirement.

  • What do indexed annuities mean in Tyler?

    Depending on the contract's provisions, indexed annuities are insurance contracts that offer a guaranteed annual interest rate and the possibility of participation growth. These contracts come with a wide range of guarantee prices and feature costs, which could significantly cap participation or return amounts in Tyler.

  • In Tyler, why should you include risk management in your financial plan?

    You should make sure their financial plans provide for unforeseen events, including accidents, illnesses, and disabilities. For this reason, risk management must be incorporated into your plans. A Tyler financial planner can assist you in planning for the future by taking into account how these scenarios may affect your financial condition and creating backup plans to deal with them. They usually offer long-term care, annuities, and life insurance as risk management options.

  • What is offered in Tyler as part of an investment planning and management service?

    An investment planning and management service in Tyler includes employing low-cost mutual funds to diversify your portfolio, undertaking extensive research, and developing an asset allocation strategy using the core-satellite approach. In addition, your financial advisor will customize the layout and composition of your portfolio to reflect your long-term objectives.

  • Who are the typical clients of financial advisors in Tyler?

    Tyler's financial planners and advisors serve a diverse range of clientele. They provide services to business owners, executives, individuals, families, and young professionals. These advisors assist clients in making financial plans to help protect their assets. They also provide services specifically catering to the demands of retirees, doctors, and oil and gas experts.

  • 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.