The Best Financial Advisors in Houston.

Address: 4400 Post Oak Pkwy#200 Houston, TX 77027

Phone: 713-623-6600 

Website: https://www.finsyn.com/

Financial Synergies Wealth Advisors is a fee-only Financial Advisor located in Houston, Texas. For more than thirty years we’ve been serving the financial needs of individuals, families, and businesses from around the world. When we take on new clients they become part of our extended family, and in the past three decades we’ve developed multi-generational relationships with many of them. Our primary goal is to simplify your financial life. Our Certified Financial Planner™ professionals and advisors combine investment management and holistic planning to provide total wealth management for our clients. Together, we’ll construct a financial game plan and investment strategy to meet your goals, and give you greater confidence in your future. All of our Financial Advisors are Certified Financial Planner™ professionals with extensive experience in financial planning and investment management. With a combined 100+ years of experience, our advisors can handle all your financial needs. We also have a dedicated Client Service Team to ensure we always go above and beyond for our clients. Please click on our individual biographies to learn more about our roles and responsibilities. We’ve made every effort to ensure that from your first year as a client and beyond, we deliver a truly superior client experience. We will stay in close contact with you, so you’ll never have to wonder if you are on track to meet your financial planning goals, or how your investment portfolio is performing. We’ll have a series of meetings as we begin the relationship – Discovery, Planning, Investments, and 45-Day Follow-Up. Then we’ll meet with you on a regular basis to review your financial plan and investments, and answer any questions that arise. In addition, we’ll have as many calls, emails, or web conferences as you like. We want the level of communication tailored to you.

Address: 5555 San Felipe Street Suite 200 Houston, Texas 77056

Phone: 800-825-5152

Website: https://www.merceradvisors.com/

Mercer Advisors grew out of need we saw from our clients. Our founder, Kendrick Mercer, started the firm as a law practice focusing on estate planning for professionals and families. He quickly learned that his clients had needs well beyond drafting of wills, trusts and estate plans. They were looking for someone who would help them make sense of their financial situation and make smart decisions that could help them live the lives of their dreams. He also learned that a firm providing those solutions and doing it under a fiduciary standard didn’t seem to exist. So in 1985, he launched Mercer Advisors as one of the country’s first, planning-focused independent registered investment advisory firms, and set out on a mission to help his clients achieve what he called Economic Freedom. The mission and purpose of helping clients on their path to Economic Freedom is alive and well today. It thrives in the hearts and minds of our team who come to work every day thinking about how they can make their clients’ lives better. Over the years we have opened more offices and added more team members who believe in these principles and the value of providing a set of services that take a truly holistic approach to our clients’ financial lives. From the very beginning we have held ourselves to the highest of standards to always act in our clients’ best interests. Quite simply because we believe our clients should expect and demand nothing less.

Address: 5599 San Felipe, Suite 900 Houston, TX 77056

Phone: 713-627-7660

Website: https://www.finadvisors.com/

If you’re looking for a financial advisor in Houston to help you achieve and maintain financial independence, we are here to help. Our experienced team of professionals with diverse backgrounds takes pride in assisting our clients with their wealth management needs. We deliver customized service in the areas of investment management, financial planning, tax, and family office services. The Financial Advisory Group offers a wide range of services to help clients achieve and maintain financial independence. This includes financial planning, tax planning, retirement planning, investment management, family office, and pension plan fiduciary services. Most of our clients, both in the Houston area and nationwide, benefit from a mix of these different services tailored to their specific needs. We integrate these services to create an efficient client experience. We provide these services on a fee-only basis, which means we do not make any commissions or receive referral fees based on the advice we provide. You benefit from a broader array of options and the confidence that we are working in your best interest to help you achieve your financial goals. We work with a variety of clients in the Houston area with investible assets. In order to keep up-to-date with the markets, The Financial Advisory Group provides quarterly reviews which include investment commentary, historical performance compared to investment indices, and economic outlook analysis.

Address: 1333 W Loop S, Houston, TX 77027, USA

Phone: 713-840-1000

Website: https://linscomb-williams.com/

‘Conflicted advice’ is estimated to cost Americans about $17 billion every year according to a 2015 White House Task Force Report. ‘Conflicted advice’ occurs when you get advice that helps the person recommending it more than you. So, instead of recommending a low-cost ETF or mutual fund appropriate to your goals, you are steered toward a similar product that pays the advisor a higher commission. All of this is perfectly legal, unfortunately; however, this is hazardous to your wealth. At Linscomb & Williams, we’ve been providing a better solution for nearly five decades: Real advice. We’re a fee-only, fiduciary advisor. Translation? We don’t sell any products or get paid on commission. Instead, we simply give you advice that’s in your best interest, always. Unparalleled experience. When your future is at stake, experience matters. Our senior staff members have an average of 22 years of experience. We have successfully navigated clients through uncertain times. Full service. We help you with everything dealing with your personal financial life, like a “financial quarterback”. With a team from multiple professional backgrounds, we work together with you and your other professionals to maximize and protect your wealth. Expertise that helps you do better. Insightful tax and estate planning strategies can enhance your financial outcome without additional risk. Our advisors are finance and investment professionals, but many also hold advanced degrees or certifications in accounting or law. So, you can take advantage of this expertise. Cost-effective, transparent fees. Where your money is concerned, fees always matter. We provide our complete service for one simple, transparent fee so you can keep more of your money working for you. Can this business model that’s so different from Wall Street really work? We believe the results speak for themselves: Our clients trust us to help them manage nearly $3 billion of assets. We’re proud to have multi-generational client relationships that span decades. Many of our staff have been with us for multiple decades too.

Address: 14550 Torrey Chase Blvd. Suite 360 Houston, TX 77014

Phone: 281-444-8732

Website: https://www.houstonstrategic.com/

Strategic Financial Advisors is an independent financial planning firm based in Houston, Texas. We assist clients who want objectivity without any product/sales influence. Our mission is to improve your life measurably by helping you become good stewards of your financial resources. We offer the following services: - Portfolio analysis - Asset allocation design - Investment management - Retirement planning - Insurance planning - Estate planning (referral) - Tax planning (referral) - Social security analysis - Educational seminars We recognize that our clients lead active and complex lives. They understand that managing their investments is more complicated and time-consuming than ever before. They acknowledge that working with specialized investment professionals provides them with a level of confidence and security. Wealth accumulation and estate preservation includes coordinating our planning with tax and legal professionals. We follow a disciplined approach to balance risk and return, and believe that educating clients enables them to make informed decisions. For more information on our firm, we invite you to explore our web-site, to call us toll-free or to email us. We look forward to discussing your personal needs and how we might provide investment advisory services and financial planning support to you. Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Member FINRA/SIPC. Advisory services offered through Concourse Financial Group Advisors, a DBA for CFGS, a Registered Investment Advisor. Strategic Financial Advisors is independent of CFGS Before proceeding further, please be advised that Dale Hearn, Keith Mitcham are Investment Advisor Representatives of Investment Advisors, a division of Concourse Financial Group Advisors, licensed to conduct RIA (fee planning) business in all 50 states. For financial products please note that Dale Hearn holds a Series 7, Series 63, Series 24, and Series 53 and is licensed in Texas. Keith Mitcham holds a Series 7, Series 24 and a Series 63 and is licensed in Texas. If you are a resident of any other state, please note that since Mr. Hearn and Mr. Mitcham hold a Series 7 and Series 63 license, it is normally a simple process for them to become licensed in other states. No part of this communication is or should be construed as an offer to sell securities or as investment advice.

Address: 1800 Bering Drive Suite 250 Houston, TX 77057

Phone: 866-572-2252

Website: https://www.marinerwealthadvisors.com/

When we founded our privately held national advisory firm in 2006, our top priority was to keep the client at the center of everything we do and that mission continues today under CEO Marty Bicknell’s leadership. We have built our firm around what our clients need. We began by offering wealth planning resources and then added services from tax planning to insurance – all under one roof. We believe this integrated approach to wealth management helps simplify our clients’ lives. At Mariner Wealth Advisors, our clients are at the center of everything we do. At Mariner Wealth Advisors, our clients are at the center of everything we do. At Mariner Wealth Advisors, our clients are at the center of everything we do. Our client-first approach is carried out by our wealth advisors in offices across the country. Because our teams, including individual and business tax planning and preparation, estate planning, trust services, investment management, personal insurance solutions, retirement plan solutions and specialized business services are in-house, we can provide clients with a coordinated, customized experience. For more than a decade, we have been intentional about creating long-term relationships with our clients and their families. We want to be our clients’ first call for everything, whether it is developing a tax strategy or helping them with a personal issue beyond the scope of wealth management. This approach provides our clients with a unique experience where they receive advice from us that incorporates every aspect of their lives so they can remain focused on what matters most. To personalize the experience, we limit the number of clients each wealth advisor has, which means our wealth advisors are solely focused on partnering with their clients to help them navigate their financial future. Thanks for wanting to learn more about how we’ll partner with you. Complete this form, and we’ll share our 360° approach to wealth management or find a location near you.

Address: 1800 West Loop South Suite 1100 Houston, TX 77027

Phone: 710-609-9635

Website: https://insight2wealth.com/

Insight’s Houston-based fee-only financial advisors focus on offering comprehensive financial planning, retirement planning and wealth management services. Our experienced Houston wealth managers are knowledgeable in creating custom-built financial plans that incorporate various situations for future events. We also have an in-house portfolio management team that builds risk specific portfolios and manages those portfolios for our clients. Wealth management is an important component to reaching financial goals and retirement. Our in-house portfolio managers use quantitative and fundamental analysis to determine what strategies will benefit our clients. They continuously monitor and review market trends, economic conditions and performance and in turn update our offered portfolios accordingly. Another benefit to working with an Insight Wealth Manager is that we are fee-only advisors. This means our advisors compensation comes directly from fees paid directly from their clients and not from the commission on the sale of financial products. Wealth management is a component of financial services geared towards wealthy clients offering investment management needs. A wealth management advisor can create customized investment strategies and plans for their clients to help manage their assets effectively. By choosing a fee-only wealth manager you receive complete transparency since we have no conflicts of interest. You also receive client focused advice specific to your current financial situation. Flexible payment arrangements are also an option as the advisor can work with the potential client on the best payment option for their specific needs. There are many benefits to working with a wealth management firm. The most inclusive being the comprehensive financial services they can offer. This includes all facets of your financial pictures such as customized asset management, financial planning, retirement planning and much more. Every wealth management firm will have different approaches when it comes to what strategies to use with their clients. It will also depend on the client’s current financial situation, risk tolerance and investment timeline.

Address: 20405 State Highway 249 Suite 350 Houston, Texas 77070

Phone: 281-374-0756

Website: https://robare-jones.com/

Since 1977, we have provided the Houston, Texas area with guidance in all aspects of financial planning and asset management from portfolio creation through retirement and estate planning. We strive to work closely with you as advisors, educators and, above all, as partners in financial wellness. As a group committed to personal care, trustworthiness and professionalism, we provide strategies and recommendations utilizing our values, experience and education. We are constantly exploring how to enhance our value, which is why in addition to our Houston-based team, we are supported by our partnership with Triad Hybrid Solutions, who support over 20 elite wealth management firms across the country. More efficient access to capital markets thanks to the scale of offerings through this partnership. Reduction of overall investment costs as we continue to enhance our wealth management services. More time spent directly serving you with an array of back-office and compliance solutions in hand. Offering excellent client-facing technology, both now and in the near future. Leveraging the resources available through Triad Hybrid Solutions, to provide a superior wealth management experience.

Address: 800 Capitol St , 12th Floor Venue B , Houston , TX, 77002

Phone: 713-658-1200

Website: https://www.ml.com/

The financial advisors at our branch can offer financial approaches that come from years of combined wealth management knowledge and experience. We also stress that our role goes beyond wealth management advice and guidance. Employing the broad resources of Merrill Lynch Wealth Management, advisors can assist with retirement income planning, guidance on concentrated stock positions, traditional investments and estate planning services, while working with your other professionals, such as estate and tax attorneys. Our deeply committed advisors call upon Merrill’s tools and resources to help clients pursue personal and professional financial goals, as they also help them prepare for financial and lifestyle challenges that may lie ahead. Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

Address: 14090 Southwest Freeway, Suite 300 Sugar Land, TX 77478

Phone: 713-297-9185

Website: https://advancedwealthllc.com/

Advanced Wealth and Retirement Planning Concepts is built on the principle of servant leadership. Our client-centered focus enables us to put your wealth building needs and objectives first when building a comprehensive retirement plan for your financial future. Through meeting the needs and objectives of our clients, we prosper. Our pledge to our clients is based on the following core values: Integrity – We promise to maintain an honest and informative approach when assisting you in your retirement planning. Ethics – Our moral code is at the core of our belief that all of our clients deserve fair and equitable treatment. Commitment – We are committed to doing what’s best for our client under all circumstances. Dedication – Our team’s primary purpose is to serve our clients well. We are dedicated to delivering the highest level of proficiency when rendering financial advisory services. The servant-leader is servant first… It begins with the natural feeling that one wants to serve, to serve first. Then conscious choice brings one to aspire to lead. That person is sharply different from one who is leader first, perhaps because of the need to assuage an unusual power drive or to acquire material possessions… The difference manifests itself in the care taken by the servant-first to make sure that other people’s highest priority needs are being served. - Robert K. Greenleaf