Should I hire a financial advisor before buying a house?

While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

What experience should I look for in a financial advisor?

If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Can my financial planner help with taxes?

Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

6 Best Victoria Financial Advisors

Bumgardner Morrison

1501 E Mockingbird Ln, Suite 300, Victoria, TX 77904

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Certified Financial Planner (CFP)

Bumgardner Morrison is a full-service accounting firm that caters to clients in Victoria and the surrounding areas. It has been in the industry for over 70 years, working with individuals and businesses looking to manage and protect their investment, retirement, insurance, education, income, and business. They consult the client to determine their unique goals and provide a tailored plan based on their needs. The firm also offers tax, audit, and accounting services. It serves as a member of the AICPA.

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Keller & Associates CPAs, PLLC

101 S. Main Street, Suite 300, Victoria, TX 77901

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Estate Planning
Certified Financial Planner (CFP)
Tax Planning

Keller & Associates CPAs, PLLC, provides financial solutions for individuals and businesses in Victoria. The firm's team concentrates on tax planning and preparation for partnerships, sole proprietorships, trusts, S-corporations, non-profits, and C-corporations. Additional services are IRS representation, family office administration, farm and ranch accounting, payroll management, and bookkeeping. Its financial specialist, Thomas Lane Keller, has been dealing with public accounting, banking, and wealth management for over four decades. He is currently a member of the President's Regional Advisory Board for the University of Houston-Victoria.

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KMH Wealth Management, LLC

101 S Main Street, Suite 300, Victoria, TX 77901

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Certified Financial Planner (CFP)

KMH Wealth Management, LLC, is an independent financial advisory firm that caters to citizens in Victoria. The company's history dates back to 1969. In 2008, it was formed as a separate entity. Services include portfolio design and monitoring, annuity and insurance review, tax planning, and cash flow allocation. Its team of Certified Financial Planners has also structured the XY Now Plan, which is suitable for professionals under 40. They also render services for nonprofits and businesses.

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Orr Financial Group

1101 Salem Road, Suite E, Victoria, TX 77904

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Estate Planning
Certified Financial Planner (CFP)
Retirement Planning

Orr Financial Group serves customers in Victoria and the surrounding communities. It helps clients achieve their financial goals by offering planning services. Its plans encompass fiscal areas, such as charitable and estate planning, college funding, and retirement accumulation and distribution planning. It also deals with different types of investments, including advisory and brokerage accounts, corporate bonds, mutual funds, private placements, and variable annuities. Steve H. Orr, the founder, brings over 30 years of experience in the financial industry. He holds the Accredited Investment Fiduciary designation.

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Roloff, Hnatek & Co., L.L.P.

120 S Main St Ste 300, Victoria, TX 77901

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Estate Planning
Tax Planning

Roloff, Hnatek & Co., L.L.P., has been offering financial services to clients in Victoria since 1942. The firm helps people organize their finances to achieve their current and future goals. This includes planning their tax payments and setting up estates, along with preparing a retirement plan with a stable income after leaving the workforce. Individuals and businesses can also hire the firm to handle bookkeeping and IRS representation. Mary Ann McAdams has decades of experience in financial planning and accounting.

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Sather Financial Group

120 E. Constitution St., Victoria, TX 77901

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Certified Financial Planner (CFP)

Sather Financial Group is a locally owned business serving individuals and families in Victoria. It is a fiduciary financial consulting firm offering tax planning, portfolio management, and asset acquisition. In addition, it advises people regarding estate and retirement planning. Currently, Sather Financial Group oversees over $1 billion in client assets. The company's executives, Dave Sather, Warren Udd, and Jon Zahradka, are Certified Financial Planners. Zahradka is also a Certified Public Accountant.

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Best Financial Advisors in Victoria

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Financial Advisors FAQs

Bumgardner Morrison

Keller & Associates CPAs, PLLC

KMH Wealth Management, LLC

Orr Financial Group

Roloff, Hnatek & Co., L.L.P.

Sather Financial Group

Frequently Asked Questions

Q: Should I hire a financial advisor before buying a house?

Q: What experience should I look for in a financial advisor?

Q: Can my financial planner help with taxes?

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