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Laurie A. Belew

MS, MBA, CFP®

Senior Financial Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset...More

Fee Only Financial Advisor serving Texas and the surrounding communities.

FJY Financial

3100 North A St, Ste B-125
Midland, TX 79705

FJY Financial

1900 Campus Commons Dr, Ste 500
Reston, VA 20191
(432) 570-1305
CONNECT WITH Laurie
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Sharon Snowden

CFP®

First Vice President - Investments

Specialties: Comprehensive Financial Planning, Asset Allocation, Estate Planning, Mutual Funds,...More

Financial Advisor serving Texas and the surrounding communities.

UBS Financial Services Inc.

4400 Post Oak Pkwy, Ste 1700
Houston, TX 77027
(800) 538-6436
(713) 940-2986

Jeffrey A. Jurgemeyer

CFP®

Financial Planner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Annuities, Asset Allocation,...More

Financial Advisor serving Texas and the surrounding communities.

USAA

526 Reenie Way
San Antonio, TX 78258
(877) 633-3312
(877) 633-3312

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

Geoffry H. Oshman

CFP®

Owner

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

Financial Advisor serving Texas and the surrounding communities.

2001 Holcombe Blvd, Unit 3502
Houston, TX 77030
(713) 795-4898

Ann K. Davis

CFP®

President

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

Financial Advisor serving Texas and the surrounding communities.

Legacy Wealth Counselors

308 Foxborough Ln
Southlake, TX 76092
(940) 230-3065

Carter C. Benkendorfer

CFP®, ChFC

Financial Advisor

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

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

Bergstrom Benkendorfer

101 N. Shoreline Boulevard, Ste 560
Corpus Christi, TX 78401
(361) 884-6347

Gay F. Thompson

CFP®

Financial Advisor

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

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

Per Stirling Capital Management

4800 Bee Caves Rd
Austin, TX 78746
(512) 628-2275
CONNECT WITH Gay
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Jeffrey W. McClure

MSpfp, CFP®

President and Chief Investment Officer

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

Financial Advisor serving Texas and the surrounding communities.

The Personal Wealth Coach®

918 N Main St, PO Box 1029
Salado, TX 76571
(800) 914-7526
(254) 947-1111

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

Rich Judd

CFP®, ChFC®, CLU®

President & CEO

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

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

R Judd Wealth Management, LLC

3301 Summer Canyon Drive
Austin, TX 78732

R Judd Wealth Management, LLC

777 E. Sonterra Blvd.
San Antonio, TX 78258
(512) 522-7424
CONNECT WITH Rich
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Charlotte M. Jungen

CFP®, CPA

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

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

Ginnie F. Baker

MS, CFP®

Financial Advisor

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Beaird Harris Wealth Management

12221 Merit Drive, Ste 750
Dallas, TX 75251
(972) 383-0506
CONNECT WITH Ginnie
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Angel Melgoza

CFP®

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

Financial Advisor serving Texas and the surrounding communities.

317 Comino St.
Edinburg, TX 78541

1409 S 9th Ave
Edinburg, TX 78539
(956) 507-0257
CONNECT WITH Angel
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Charles Douglas Dyer, Jr.

CFP®

Specialties:

Financial Advisor serving Texas and the surrounding communities.

Money Matters with Ken Moraif

2820 Dallas Pkwy
Plano, TX 75093
(469) 246-3616

Van A. Echols

CFP®

Specialties: Comprehensive Financial Planning, Attending College, Investment Management, Estate...More

Financial Advisor serving Texas and the surrounding communities.

MML Investment Services

8721 Milwaukee Ave, Ste 100
Lubbock, TX 79424
(806) 791-8551

Susan B. Mitchell

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.

Raymond James Financial Services

2100 Trimmier Rd, Ste 105
Killeen, TX 76541
(877) 323-3875
(254) 554-4426

Lori A. Sidrony

CFP®

SVP, Product Management

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Investment Management,...More

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

First Command Financial Services

1 First Command Plaza
Fort Worth, TX 76109
(817) 731-8621

Phillip P. Hamman, IV

CFP®

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

Financial Advisor serving Texas and the surrounding communities.

Linscomb & Williams

1400 Post Oak Blvd, Ste 1000
Houston, TX 77056
(713) 840-1000

Hank N. Mulvihill, Jr.

CCM, CWS, CFP®

Director and Senior Wealth Advisor

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

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

Smith Anglin Financial, LLC

14755 Preston Road, Ste 700
Dallas, TX 75254
(800) 301-8486
(972) 267-1244

Cynthia Montgomery

CFP®, CPA, MBA

Financial Planner

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

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

Red Oak Financial Group

15455 Dallas Parkway, Ste 1200
Addison, TX 75001
(972) 361-3838

Becky W. Ruthven

CFP®

Registered Rep./Investment Advisor

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

Financial Advisor serving Texas and the surrounding communities.

2537 S. Gessner, Suite 134
Houston, TX 77063
(713) 621-7563

Scott D. Clarke

CFP®, CDFA

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

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

Summit Private Wealth Management

4008 Gateway Dr, Suite 100
Colleyville, TX 76034
(817) 685-7570

Grafton Dulany Howland

CFP®

President

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

G. Dulany Howland Advisory Corporation

6116 N Central Expy, Ste 518
Dallas, TX 75206
(214) 363-4900

John Goott

CFP®, AIF®

President and CEO

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

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

Investec Wealth Strategies

4900 Woodway Dr, Suite 550
Houston, TX 77056
(800) 380-1578
(713) 622-9111

Lynne J. Luby

CFP®, CIMC

Principal

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

Financial Advisor serving Texas and the surrounding communities.

Luby and Associates

4514 Cole Ave, Ste 809 LB47
Dallas, TX 75205
(214) 522-6273

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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John J. Checki, Jr.

CPA CFP® CRC

Registered Principal, Registered Investment Advisor

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

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

John Checki CPA CFP CRC

2435 N Central Expy, Ste 1508
Richardson, TX 75080
(972) 437-4089
CONNECT WITH John
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James Rench

CFP®

Specialties: Comprehensive Financial Planning, Career Change, Investment Management, Getting Divorced,...More

Fee Only Financial Advisor serving Texas and the surrounding communities.

The Relevance Group

2556 Lillian Miller Pkwy, Ste 105
Denton, TX 76210
(940) 387-7526

Shawn D. Mechler

CFP®, ChFC

Director of Financial Services

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

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

RKM Financial Services & Aperture Wealth Management

100 E. Hubbard St., Suite 200
Mineral Wells, TX 76067
CONNECT WITH Shawn
  • linkedin link