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Eric J. Weissgarber

CFP® MBA AIF CLU

Senior Wealth Manager

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities,...More

Financial Advisor serving Texas and the surrounding communities.

Client Centric Wealth Management

19230 Stone Oak Pkwy, Ste 315
San Antonio, TX 78258
(866) 378-4470
(210) 807-7599

Daniel R. Goott

CFP®, CIMA

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Commission and Fee Financial Advisor serving Texas and the surrounding communities.

Investec Wealth Strategies

4900 Woodway Dr, Ste 550
Houston, TX 77056
(713) 622-9111

William R. Parrott

CFP®

President and CEO

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving Texas and the surrounding communities.

Parrott Wealth Management

6500 River Place Blvd, Suite 250, Bldg 7
Austin, TX 78730
(512) 813-7642
CONNECT WITH William
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Carl F. Vincent

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Estate...More

Financial Advisor serving Texas and the surrounding communities.

11 Greenway Plaza, Ste 3000
Houston, TX 77046
(713) 332-4410

Craig A. Parks

CFP®, CRPC®

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

Fee Only Financial Advisor serving Texas and the surrounding communities.

Houston Wealth Management

1035 Dairy Ashford, Ste 222
Houston, TX 77079
(855) 833-8017
(281) 372-8410

Marc B. Schindler

CFP®

Partner

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving Texas and the surrounding communities.

Pivot Point Advisors, LLC

5959 West Loop S, Ste 333
Bellaire, TX 77399
(832) 778-7100

Lora J. Hoff

CFP®

Wealth Manager

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Banking, Charitable &...More

Commission and Fee Financial Advisor serving Texas and the surrounding communities.

IPI Wealth Mgmt, Dallas

10440 N Central Expwy, Ste 1040
Dallas, TX 75231
(214) 706-0839

Kavassery S. Ramchand

CFP®

Owner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Financial Advisor serving Texas and the surrounding communities.

K.S. Ramchand

4039 Turnberry Cir
Houston, TX 77025

Amy G. LeGate

CFP®

Principal and Client Service Director

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Business Taxes, Estate...More

Commission and Fee Financial Advisor serving Texas and the surrounding communities.

Silverman LeGate Advisory Group, LLC

5300 Town and Country Blvd, Suite 160
Frisco, TX 75034
(214) 469-0062

Crystal L. Billing

CFP®

Sr. Financial Planner

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Fee Only Financial Advisor serving Texas and the surrounding communities.

SFMG Wealth Advisors

7800 Dallas Pkwy, Ste 350
Plano, TX 75024
(972) 960-6460

John R. Grigsby

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Banking,...More

Commission and Fee Financial Advisor serving Texas and the surrounding communities.

First Command Financial Plan.

700 W FM78 No 100, PO Box 557
Cibolo, TX 78108
(800) 443-2104
(210) 658-3809

Wade D. Egmon

CPA, CFP®

Client Service Manager

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a...More

Fee Only Financial Advisor serving Texas and the surrounding communities.

Goodman Financial Corporation

5177 Richmond Ave, Suite 700
Houston, TX 77056
(713) 599-1777

Benjamin C. Simiskey

CFP®, CPA/PFS

Director of Wealth Management

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Fee Only Financial Advisor serving Texas and the surrounding communities.

Stegent Equity Advisors, Inc

24 Greenway Plaza, Suite 515
Houston, TX 77046
(281) 656-1757

Charles E. Buzby, IV

MBA, CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate...More

Commission and Fee Financial Advisor serving Texas and the surrounding communities.

Ameriprise Financial Services, Inc.

10375 Richmond Avenue, Suite 1503
Houston, TX 77042
(713) 953-0200

Diane Halloway

CPA/PFS, CFP®

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking,...More

Financial Advisor serving Texas and the surrounding communities.

Davis and Associates

16850 Royal Crest Dr
Houston, TX 77058-2529
(281) 486-7358

Douglas M. Heagren

CFP®, CRPC, APMA

Specialties:

Commission and Fee Financial Advisor serving Texas and the surrounding communities.

Mergent Group

17300 Dallas Pkwy, Ste 2065
Dallas, TX 75248
(972) 590-8808

P. Mitchell Clark, Jr.

CLU,ChFC,MSFS,CFP®

President

Specialties: Comprehensive Financial Planning, Asset Allocation, Investment Management, Estate Planning...More

Fee Only Financial Advisor serving Texas and the surrounding communities.

MitchellClark & Company

PO Box 117
Brenham, TX 77834
(979) 836-0550

David Hanson

CFP®

Specialties: Comprehensive Financial Planning, Annuities, Estate Planning, Employee Benefits, Life...More

Financial Advisor serving Texas and the surrounding communities.

Sovereign Wealth Advisors

3120 Southwest Fwy, Ste 500
Houston, TX 77098
(713) 527-3400

Colleen M. Bowler

CFP®

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving,...More

Financial Advisor serving Texas and the surrounding communities.

Lincoln Financial Group

15455 Dallas Prky, Suite 1200
Addison, TX 75001
(972) 361-3841

Gregory L. Reed

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Asset...More

Financial Advisor serving Texas and the surrounding communities.

Smith, Frank & Partners

5400 Lyndon B Johnson Fwy, Suite 1250
Dallas, TX 75240-6243
(972) 490-4377

Robert S. Rothe

CFP®

President

Specialties: Comprehensive Financial Planning, Asset Allocation, Investment Management, Retirement,...More

Financial Advisor serving Texas and the surrounding communities.

Wealth Management Group, LLC

700 Central Expy South, Suite 320
Allen, TX 75013
(214) 644-2564

Christie S. Williams

CFP®

Capital Strategists

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Fee Only Financial Advisor serving Texas and the surrounding communities.

Lee Financial Corporation

8350 N Central Expy, Ste 1800
Dallas, TX 75206
(972) 960-1001

Geordie M. Hrdlicka

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Financial Advisor serving Texas and the surrounding communities.

Verde Wealth Group

3555 Timmons Lane, Ste 910
Houston, TX 77027
(713) 929-3250

A. Wayne Cranfill

CFP®, CSA

Owner

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving,...More

Commission and Fee Financial Advisor serving Texas and the surrounding communities.

Cranfill & Associates Wealth Management

5477 FM 560
Hooks, TX 75561
(903) 244-1920

Robert S. Rexford

CFP®

President

Specialties: Comprehensive Financial Planning, Investment Management

Fee Only Financial Advisor serving Texas and the surrounding communities.

Rexford Capital, Inc.

5420 Braeburn Dr
Bellaire, TX 77401
(800) 838-5583
(713) 838-8383

Paul D. Smith

CFP®

Financial Adviser

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate...More

Commission and Fee Financial Advisor serving Texas and the surrounding communities.

Physicians Resource Services

6200 Bridge Point Pkwy, Ste 300
Austin, TX 78730
(512) 329-4231
CONNECT WITH Paul
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Joseph Rothstein

CFP®, AIMC, CRPS

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Investment...More

Financial Advisor serving Texas and the surrounding communities.

International Asset Management, Inc.

306 Camelia Dr
Laredo, TX 78041-2605
(956) 724-2144

Michael Minter

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Fee Only Financial Advisor serving Texas and the surrounding communities.

Financial Synergies Wealth Advisors

4400 Post Oak Pkwy #200
Houston, TX 77027
(713) 623-6600
CONNECT WITH Michael
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Kathleen Muldoon

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Financial Advisor serving Texas and the surrounding communities.

Carter Financial Management

12222 Merit Dr, Ste 1800
Dallas, TX 75251
(214) 363-4200

Elizabeth Dipp Metzger

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Texas and the surrounding communities.

Eagle Strategies/ NY Life

4907 Crossroads Dr, Ste A
El Paso, TX 79922
(915) 613-4300
CONNECT WITH Elizabeth
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