The Best Financial Advisors in San Antonio.

Address: 270 N Loop 1604 E, Ste. 200 San Antonio, TX 78232

Phone: 210-881-5700

Website: https://paxfinancialgroup.com/

Wall Street has long catered to the wealthy. And with most brokers compensated with commissions, you may get sold products instead of what’s really in your best interest. Discount brokers and robo-advisors allow us to invest for less, but we still have to battle the emotional mistakes that cause most investors to lose out against the market indexes. What does work? For most of us, it’s full-service advice. This way, you get: - Expert help in managing risk - Expert help in managing your investments - Coaching to make sure you follow through on what’s needed to achieve your goals. You are constantly encouraged to save more, spend smart, and prepare for the future…which allows you to create the future you want. But full-service advice is not usually available or affordable unless you have large accounts. At PAX Financial Group, we believe that the benefits of full-service advice should be available to everyone, no matter your account balance. And instead of being provided with complicated fee structures and hidden fees, it should be provided with simple, transparent pricing. We believe we provide a better solution: - Truly full-service financial help (investment management, insurance and financial planning, all in one place) - A focus on your needs, not on selling products - Affordable, simple pricing with no minimum account size - Does it make sense to provide full-service financial advice to Middle America? We believe the results speak for themselves: we were voted one of the fastest growing private companies by Inc. Magazine in 2013 and 2017. And, our client base has continued to expand every year. Along with our service mentality, we also firmly believe in giving back. Our commitment to our Texas community shows: - We’ve been rated one of the best places to work for five years by the San Antonio Business Journal - We’ve had a park named after our CEO for his work in the community (Darryl Lyons Park)

Address: 15750 West Interstate 10 San Antonio, TX 78249

Phone: 210-694-5000

Website: https://www.kercheville.com/

Since 1967, Joe Kercheville has been guiding clients and their capital through market cycles with disciplined and discerning asset management strategies. In 1984 Joe founded Kercheville & Company--the first securities brokerage in San Antonio with an in-house research department. Today, as fee-only fiduciaries, we approach wealth management with the same level of diligence and dedication. We don't push proprietary financial "products." We prefer to invest directly in the innovative and disruptive companies that will shape the world our heirs inherit. Our strength lies in our team-based approach and ability to discover, research and capitalize on under-appreciated investments. We conduct thorough analysis, vet our conviction, and invest accordingly. All this, while monitoring financial markets and emerging trends to discover valuable investment opportunities in dynamic markets, industries, economies, and cultures. - To be a highly-respected, nationally-recognized investment advisory while assisting with strategies to achieve generational wealth. - To earn and retain our clients' trust through effective long-term asset management, expert advice, unwavering integrity and transparency. - To be proactive when we see opportunities to help our clients succeed. We started Kercheville Advisors because we want to help families, individuals, and our community invest better. Our approach is fueled by a love for learning and a passion for investing. We believe that owning pieces of great, growing businesses is the surest way to compound your wealth over time. Our strength lies in our team-based, research-driven process to discover and capitalize on under-appreciated investments. We believe the greatest money-making opportunities come from diligent research and discerning judgement backed by decades of professional market experience.

Address: 16170 Jones Maltsberger Rd Suite 102 San Antonio, TX 78247

Phone: 210-491-2319

Website: http://www.clipperwealth.com/

Just about everyone has a different opinion on how you should invest or manage your money. With so much contradictory advice, you may have a hard time confidently deciding what will work for your personal situation. Every person is unique and has their own definition of financial independence, which means no one financial strategy fits all. At Clipper Wealth Management, we strive to create a personalized financial roadmap that may guide you toward your desired destination. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies. In all we do, our goal is to humbly serve you by nurturing long-term relationships built on trust and performance. Often times I am asked “What does it mean to me as an investor that you are an independent advisor?” As an independent advisor I am self employed and work for the good of my clients. My success depends upon your success and satisfaction. LPL Financial and I do not offer access to any sort of proprietary products and are not bound by any sales quotas, spiffs, or added bonus to sell a certain product or syndicate offering. Therefore, my client’s get complete equitable advice and products that are client-first. Working as an independent advisor I can remain completely loyal and committed to the people who I service…my clients. The bottom line is LPL Financial works for me and I work for you. Finally, as a CERTIFIED FINANCIAL PLANNER™, I have a Fiduciary duty to do what I feel is in your best interest. A high Financial Standard is something EVERY one of our clients receive. I could choose to work with one of numerous independent firms but I chose to affiliate myself with the firm that has over 14,000 affiliated financial advisors and manages more than $233 billion annually. Because of this LPL Financial is the number one independent broker/dealer in the United States.* *Based on revenues, as reported in Financial Planning magazine, June 1996-2017.

Address: 1150 North Loop 1604 Suite 108-235 San Antonio, TX 78248

Phone: 210-201-6216

Website: https://completeviewfinancial.com/

We have met education, experience and ethical standards, and have made a commitment to CFP Board. We utilize industry leading technology to allow our clients to access their plans in real-time. We provide our clients with advice backed by over a decade of best-in-industry experience. We have easy to understand fee-only pricing. No Commissions. No Product Sales. Just simple straight forward pricing. We must put your financial interest above our own. We independently recommend suitable financial strategies and products from the whole of the market. We base recommendations on your cash flow, retirement planning, risk management, investment management, tax management and estate planning. Our location is entirely independent of where you happen to be and we can work virtually. Tess is the founder and lead financial advisor of Complete View Financial LLC. She has worked with individuals and families from all different backgrounds for well over a decade. Her passion is to help people reach their financial goals, whether it is to save more money, to make better investments or to reduce their overall debt and this is what led her to found Complete View Financial LLC. When making decisions about your retirement, you want someone who is working for you – not selling financial products that benefit the advisor. You need a coach looking out for your best interest. That is why we are a fee-only Registered Investment Advisory firm. We have a fiduciary responsibility of offering objective advice and always putting our client's interest first. We have no vested interest in the products and/or advisors that we recommend. Our focus only on ensuring that all recommendations meet your objectives and goals. The only compensation we receive is directly from you, removing any potential conflicts of interest with commission-based products or services. We aim to create a complete and clear view of your financial world. We want to partner with you in your journey by helping you set financial goals and empowering you with the financial knowledge you need for success through transparent and honest guidance.

Address: 10101 Reunion Place, Ste. 355, San Antonio, TX 78216-4157

Phone: 210-384-3400

Website: https://www.longlifefinancial.com/

Having worked in the financial industry since 2001, George is dedicated to the financial well-being of individuals and business owners in San Antonio, Texas. His credentials and experience are evidence of his expertise, and his tenure demonstrates his long-term relationships with clients. As the principal of Long Life Financial, George has helped thousands of individuals enhance the quality of their lives. His clientele, from emerging professionals to private businesses, rely on his industry experience to guide them with their financial strategies, and they trust and know his insights are well educated. As a licensed investment professional, he holds a FINRA Series 6, Series 63 registrations and Group 1 for life insurance. He’s an accomplished financial services professional and group insurance agent. Early in his career, he earned the honor of Northwestern Mutual Rookie of the Year by outperforming experienced investment specialists. In 2013, George was selected as a member to the exclusive groups of Blue Chip and Million Dollar Round Table. Blue Chip was a prestigious group with the Massachusetts Mutual Life Insurance Company. George is also a member of the San Antonio Hispanic Chamber of Commerce. He cares about contributing to the San Antonio community because he was raised here, and this is where he’s built a foundation for his family and business. His upbringing and experiences as a youth in an urban neighborhood fueled his desire to make a difference in the lives of others. If his parents had had a financial professional to help guide them on the road to building wealth, it would have made a world of a difference for George and his siblings. With that in mind, George is utilizing his Bachelors in Business Administration and his professional experience to empower individuals within the community to make good financial decisions for themselves.

Address: 9901 IH 10 West, Suite 800 San Antonio, TX 78230

Phone: 210-960-7899

Website: http://www.southtexaswealth.com/

Founded by Jeremy Sakulenzki, we are a premier financial planning firm. We serve people of all ages, but we specialize in protecting the retirement savings of baby boomers. Our disciplined-based investing strategy has earned us tremendous respect in the finance industry, which we do not take for granted. Our primary focus is not to make you rich, but to do absolutely everything possible to make sure you are never poor. If you are looking for financial management based on the principles of integrity, honesty, commitment, and confidentially, reach out to us for a free, no-obligation consultation. We will review your current retirement plan strategy and tell you if you are where you should be, or if we can help to improve the financial returns and safety of your savings. By the way, we are independent, which means we have the flexibility to offer what’s best for you! Starting out with a passion to help others protect their assets – and a business degree from Texas A&M – Jeremy applied and landed multiple job interviews with financial planning firms. After nearly 10 different interviews with some of the top financial planning companies around, he selected New York Life. Despite the rapid progress he had made with the help of mentors and advisors, Jeremy quickly realized that he was limited in his ability to help his clients in the way that was best for them. With his family’s entrepreneurial spirit planted deep in his DNA, he resigned from New York Life and starting South Texas Wealth, a financial planning firm dedicated to helping Baby Boomer’s protect their retirement savings from unforeseeable, life-altering circumstances. As the founder, Jeremy has the freedom to do and offer what is always right for his clients. Jeremy thoroughly enjoys sharing his knowledge with his clients and colleagues in the industry and is an avid writer. You can visit his blog and also download his book, 7 Financial Planning Mistakes Baby Boomers Need To Avoid. Because of the popularity of 7 Financial Planning Mistakes, Jeremy decided to expand on the topic. In July of 2016 he released 13 Financial Planning Mistakes Baby Boomer’s Make & How To Avoid Them.

Address: 112 East Pecan Street, Suite 525 San Antonio, TX 78205

Phone: 210-271-7947

Website: https://intercontinentalwealthadvisors.com/

Intercontinental has been serving high-net-worth individuals and families, businesses, non-profit organizations, and foundations in the US and internationally since the early 80s. This privately held company brings an array of unique, professional insights to help clients address the many challenges that wealth can bring. If you face these types of challenges, you know how critical it is to feel comfortable with, and confident in your advisors. The foundation for Intercontinental’s relationships with clients is the absolute trust that our clients express for the firm and our advisors. Many clients have been with Intercontinental since its inception, and we are now serving the third generation of several long-time client families. Our clients tell us that these elements of trust are of utmost importance to them: - The knowledge that Intercontinental’s advisors will always act in the clients’ best interests. - The knowledge that our team is available to assist with a wide range of issues - financial or otherwise. - The confidence that comes from knowing that family members will be cared for should something happen to the patriarch or - matriarch. - The loyal friendships that have developed between clients and advisors that go well beyond the role of experienced financial advisor. Many advisory firms talk about trust. Intercontinental has been living it for almost 40 years.* Over the years, the firm has built out its services in order to implement its recommendations to clients, including financial planning, investment management, wealth advisory, insurance solutions, estate planning, family office functions, and more.

Address: 19707 IH-10 West Suite 108 San Antonio, TX 78257

Phone: 210-686-9000

Website: https://www.genesiswealthtx.com/

Privately owned and operated, Genesis Wealth Management was formed by a group of former USAA Senior Wealth Managers with one goal in mind – always put the clients first. They wanted to establish a firm that could simplify our clients’ lives by having all the resources they need under one roof. Today, Genesis Wealth Management has grown to 16 highly experienced Wealth Managers. Our offices are strategically located in San Antonio, Austin, and Tampa serving individuals, families, businesses and institutions across the United States. The Genesis leadership team is very selective when considering new team members to serve our clients and represent our brand. Each Wealth Manager spent the bulk of their career at USAA serving high net worth individuals, families and USAA executives. During this time at USAA, many of us became close friends, which provides a strong chemistry and culture of collaboration among team members. While our clients and team members have provided a great foundation for Genesis, our vision is to continue to enhance the quality of our services and expand our capabilities to best meet our clients’ needs. We do this through a combination of developing our team, enhancing our technology tools, and continuing to grow our intellectual capital. We understand financial decisions carry great responsibility and believe it is our privilege to serve clients in our community and across the nation.

Address: 303 Pearl Parkway, Suite 380 San Antonio, TX 78215

Phone: 210-805-1100

Website: https://us.rbcwealthmanagement.com/sanantonio/home

At RBC Wealth Management, we’re redefining what you can expect from a full-service investment firm. As one of the most respected financial institutions on Wall Street, the elements that have made us an industry leader are the very things that we think make us the right fit for you: With a long-standing reputation for integrity based on sound financial decision-making and putting client needs first, we are deeply committed to careful management of the wealth entrusted to us. As a global leader in financial services, we offer the broad range of resources and depth of expertise to help our clients build, preserve, enjoy and share their wealth. Our first priority will always be the smart and careful management of the financial assets entrusted to us, but our commitment to being responsible stewards extends beyond that: to our clients, our communities, our employees, and the environment. We’re proud to be a firm that stands out among our peers, because it means we’re serving our clients well. We invite you to experience the RBC difference for yourself. Whether you're a current client who would like to review your portfolio, a prospective client that would like to learn more about our approach, or an advisor who wants to join an industry leader, we want to hear from you. Please click contact us to set up a meeting.

Address: 20650 Stone Oak Parkway Suite 100 San Antonio, TX 78258

Phone: 210-530-1292

Website: https://www.texasfinancialadvisory.com/

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future. We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to speaking with you. Our reasons for becoming financial professionals are deeply personal. Our team has repeatedly seen friends and family struggle to find experienced, personalized, high-caliber help in managing their financial futures. We are confident that our understanding of personal finance and our specialized training as financial professionals enables us to help you better prepare for the future. After many years in the business, we have developed a reputation for empowering our clients through education. By doing this, we help you grasp personal financial concepts and confidently use them with our help and guidance to pursue your financial well-being.