Wimgo uses a multi-phase selection process beginning with a holistic review by our data team to check any red flags or unresolved complaints. It then selects its curated list using its expert review team on five main criteria listed below, assigning them numerical values. Finally, it selected the top 20 Financial Planners for Houston, tx.
Analysis of all reviews across verifiable platforms to determine overall sentiment.
Team experience and knowledge, along with number of years in business.
The quality of service delivered measured by quality, speed, and value.
Rate at which the business consistently produce high quality outcomes.
Reputation and quality of customer experience departments.
Gessner Wealth Strategies LLC is a registered investment advisory firm offering a fee-based only approach to investing for individuals, their families and businesses. They offer portfolio management services, and they also help clients with insurance decisions, financial decisions of any kind, and full fee-based financial planning.
Financial Synergies Wealth Advisors is an independent, fiduciary advisor and they have the freedom to develop your financial plan and investment strategy without conflicts of interest. They are a fee-only financial advisor based in Houston, Texas and they specialize in wealth management services including comprehensive financial planning and investment management.
This company is an independent financial advisory firm located in suburban Houston that offers you objective financial advice by the hour, as you need it. Clients call or visit when they have a need, and they pay for the time spent working on their specific financial strategy. They are a member of The Garrett Planning Network, Inc.
The Goff Financial Group is founded over 20 years ago with one idea in mind: provide long-term investors with sound, objective financial advice. This company is an independent, fee-only investment advisor registered with the U.S. Securities and Exchange Commission. They recognize that every investor has unique financial needs and deserves the utmost attention.
This company is a fee-only, fiduciary financial planning and investment management firm headquartered in Houston, Texas and serving investors nationwide. They have nearly half a century of experience helping families build, preserve and manage wealth. Their senior staff members have an average of 22 years of experience. They have successfully navigated clients through uncertain times.
They provide holistic fee-only, hourly financial planning services covering topics such as retirement planning, college planning, withdrawal planning, investment planning, insurance planning, estate planning, tax strategy, and budget management. DFA is a mutual fund company based in Austin, Texas. Their services are offered on a fee-only basis. This means that you pay a clear fee for the services they deliver.
Horizon Wealth Advisors is a full-service wealth management firm. They offer services like financial planning, estate planning, retirement planning, etc. This company is a Houston based, a fee-only financial advisory firm established in 1999 in Houston, Texas. Their mission is to develop long-term relationships with thoughtful, successful individuals, families, and organizations by supporting and assisting them in achieving their financial goals.
Edelman Financial Engines provides life planning, a comprehensive approach that means they can help you with any decision in your life related to a dollar sign. Working with them means that you will get a lifelong partner, a dedicated financial planner who’ll provide deek expertise to create a personal financial strategy that’s designed to change as your life does.
This company is an independent financial planning company based in Houston, Texas. They assist clients who want objectivity without any product influence. Their mission is to improve your life measurably by helping you become good stewards of your financial resources. They understand that managing their investments is more complicated and time-consuming than ever before.
Starting with a one-on-one conversation about your financial goals, an Ameriprise advisor can help you prepare for the expected, and the unexpected. Through a personalized financial plan, your advisor can help you live the life you love today and feel more confident about the future. They will help you feel confident about your financial future, at any stage in your life.
This company provides wealth management strategies and trust services based on biblical principles to empower their clients to make wise financial decisions, live generously, and leave a lasting legacy. They have advisors in 14 offices around the country provide a full complement of services including financial, retirement, and estate planning, investment management and solutions, etc.
They are fiduciaries with a legal obligation to do what is in your best interest. They are legally liable for all the recommendations they provide to their clients. In fact, their clients grew up in a digital, on-demand world. This is why they incorporate the latest in financial planning technology into their process.
This company is the country’s leading professional association of fee-only financial advisors. Thier have highly trained professionals who are committed to working in the best interest of those they serve. National Association of the Personal Financial Advisors identified encouraging and promoting inclusivity in the field as a strategic imperative for the association.
This company serves nearly 7 million investors from more offices than any other investment company in United States. They have been consistently ranked among the best companies to work for by “Fortune” magazine, and their employees tend to stay with them for years. As their client, you have access to their knowledge and resources.
STA Wealth Management is a fast-growing and highly collaborative independent asset management and financial planning firm applying a conservative, disciplined, different approaches to investing. They are committed to meeting the unique needs and challenge their clients. At STA they provide an abundance of resources to keep you educated, informed, and empowered.
CRIS Financial is an Independent, Conservative, Full Service Financial services firm committed to helping people pursue their personal economic goals. They are committed to maintaining the highest standards of integrity and professionalism with their clients. They offer a wide range of financial products and services to Pre-retirees and Retired individuals and business owners.
They are a fee-only advisory firm, that means all the recommendations they make are for your best interest. Whether you are planning for retirement, saving for college, growing a business, or preserving and growing your assets, they work with you to fulfill those critical goals and smooth out the bumps that the economy throws along the way.
Insight Wealth Strategies, Inc. is a team of fiduciaries. They serve you by understanding your unique objectives and concerns. They help you achieve your financial goals. Their planners will analyze your particular situation and offer recommendations that suit you best. They will also help you to implement your financial plan and periodically review it as circumstances or goals change.
This company is a financial services firm committed to helping steer their clients on the path to financial security. They can prepare you for the unexpected with life insurance or disability insurance, became a savvy investor, develop a sound financial plan, prepare for your child’s college education and much more.
Westwood is wealth management and global investment company with $15 billion in assets under management. For over 25 years, their focus has been to protect client capital and to help clients whether some of the most challenging markets in history. They are also focused on transparency and ethical conduct.