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Carolyn E. Douglas

CFP®

Principal/Owner 5.93 Miles

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

Fee Only Financial Advisor serving Houston, Texas and the surrounding communities.

Integra Wealth Advisors, LLC

4900 Woodway Drive, Suite 1030
Houston, TX 77056
(713) 966-6156
CONNECT WITH Carolyn
  • linkedin link

Edward M. Gardner

CFP® CPA PFS MPA

Branch Manager 4.15 Miles

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

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

Royal Alliance Associates, Inc.

2519 South Blvd, Ste 100
Houston, TX 77098
(713) 659-7526

Thomas H. Whitby, III

CFP®

Partner / Senior Wealth Advisor 8.41 Miles

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

Fee Only Financial Advisor serving Houston, Texas and the surrounding communities.

Mission Wealth Management

7500 San Felipe, Suite 150
Houston, TX 77063
(713) 781-1475
CONNECT WITH Thomas
  • facebook link
  • linkedin link

Lisa M. Lee

CFP®

16.92 Miles

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

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

Turnkey Financial Services LLC

10260 Westhimer, suite 300
Houston, TX 77042
(832) 615-2905

Phillip P. Hamman, IV

CFP®

4.82 Miles

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

Financial Advisor serving Houston, Texas and the surrounding communities.

Linscomb Wealth

1333 West Loop South, Ste 1500
Houston, TX 77027
(713) 840-1000

Meredith J. Rice

CFP®

Senior Wealth Advisor 7.1 Miles

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

Fee Only Financial Advisor serving Houston, Texas and the surrounding communities.

Mariner Wealth Advisors

1800 Bering Drive, Ste 250
Houston, TX 77057
(713) 344-9308

John B. MacDonald

CPA, CFP®, MBA

Principal 9.53 Miles

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

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

JMac Financial Planning & Investment Services PLLC

7907 Trabajo Dr
Houston, TX 77083
(832) 483-3956
CONNECT WITH John
  • facebook link
  • linkedin link

Molly Ward

CFP®

4.53 Miles

Specialties:

Financial Advisor serving Houston, Texas and the surrounding communities.

Well Lived Wealth, LLC

3200 Southwest Frwy, Ste 1800
Houston, TX 77027
(713) 402-6466

Susan J. Travis

CFP®

6.59 Miles

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

Fee Only Financial Advisor serving Houston, Texas and the surrounding communities.

Kanaly Trust, LTA

5555 San Felipe St, Ste 200
Houston, TX 77056-2760
(713) 561-9370

Jon M. Speight

CFP®

President 17.56 Miles

Specialties: Budget & Debt Management, Attending College, 401(k)/403(b)/IRAs, Asset Allocation,...More

Fee Only Financial Advisor serving Houston, Texas and the surrounding communities.

Speight Asset Management, LLC

8300 Cypress Creek Parkway, Ste 450
Houston, TX 77070
(281) 469-7284
CONNECT WITH Jon
  • linkedin link

Cole Campbell

CFP®

Partner 10.43 Miles

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

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

The Advocates

920 Memorial City Way, Ste 250
Houston, TX 77024
(713) 827-8014

Kurt Box

CFP®, AIF, MS

Partner 10.42 Miles

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

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

The Advocates

920 Memorial City Way, Ste 250
Houston, TX 77024
(713) 827-8014
CONNECT WITH Kurt
  • linkedin link

Paul D. Troyer

CPA/PFS, CFP®

21.11 Miles

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

Financial Advisor serving Houston, Texas and the surrounding communities.

Franklin, Parlapiano, Turner & Welch, LLC

15115 Park Row, Suite 140
Houston, TX 77084
(281) 599-3129

Joshua W. Patterson

CFP®

Senior Wealth Advisor 8.89 Miles

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

Fee Only Financial Advisor serving Houston, Texas and the surrounding communities.

Avidian Wealth Solutions

Avidian Wealth Solutions, 800 Town and Country Blvd
Houston, TX 77024-4558
(281) 822-8800
CONNECT WITH Joshua
  • linkedin link

Juanita Olson

CFP®, ChFC, CLU, AIF

Financial Advisor 6.94 Miles

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

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

Cambridge Investment Research, Inc.

675 Bering Dr, Ste 575
Houston, TX 77057
(713) 212-7565
CONNECT WITH Juanita
  • facebook link

Mary Margolis

CFP®, CPA/PFS

Principal 5.76 Miles

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

Financial Advisor serving Houston, Texas and the surrounding communities.

MBR Financial

2000 W Loop S, Ste 1510
Houston, TX 77027-3509
(713) 337-6345

Joseph P. Griffard

CFP®

Wealth Manager 670.99 Miles

Specialties: Budget & Debt Management, Attending College, 401(k)/403(b)/IRAs, Annuities, Charitable &...More

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

Bridgewater Asset Management

1502 Knox St
Houston, TX 77007-3021
(877) 876-1666
+1 More Number
(636) 256-2440

Douglas F. Garrison

CFP®

Partner 5.93 Miles

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

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

Cerity Partners

4900 Woodway Dr, Ste 550
Houston, TX 77056-1877
(713) 622-9111

Jaclyn E. Bell

CFP®

Financial Planner 671.04 Miles

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

Financial Advisor serving Houston, Texas and the surrounding communities.

Houston Police Officers' Pension System

602 Sawyer St STE. 300
Houston, TX 77007
(713) 869-8734
CONNECT WITH Jaclyn
  • facebook link
  • linkedin link

Jonathan H. Swanburg

JD,MBA,CFP®

President 7.15 Miles

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

Fee Only Financial Advisor serving Houston, Texas and the surrounding communities.

TSA Wealth Management

5718 Westheimer Rd, Ste 950
Houston, TX 77057-5782
(713) 735-9228
CONNECT WITH Jonathan
  • linkedin link

Preston D. Cherry

Ph.D., CFT™,CFP®

Founder & President 13 Miles

Specialties:

Fee Only Financial Advisor serving Houston, Texas and the surrounding communities.

Concurrent Wealth Management

11111 Katy Freeway, Suite 910
Houston, TX 77079
(832) 744-1176

Michael Booker

CFP®

6.85 Miles

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

Financial Advisor serving Houston, Texas and the surrounding communities.

Financial Synergies Wealth Advisors

4400 Post Oak Pkwy, Ste 200
Houston, TX 77027
713-623-6600

Scott A. Bishop

MBA, CPA/PFS, CFP®

Partner, Managing Director 15.42 Miles

Specialties: Comprehensive Financial Planning, Business Taxes, Corporate Finance, Estate Planning,...More

Fee Only Financial Advisor serving Houston, Texas and the surrounding communities.

Presidio Wealth Partners

952 Echo Ln, Ste 460
Houston, TX 77024-2816
(713) 832-1301
CONNECT WITH Scott
  • twitter link
  • linkedin link

Michelle J. Gessner

CFP®

Owner 6.66 Miles

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

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

Gessner Wealth Strategies, LLC

1717 St James Place, Suite 625
Houston, TX 77056
(713) 589-6448
CONNECT WITH Michelle
  • facebook link
  • twitter link
  • linkedin link

Kris Etter

CFP® MBA ChFC RICP

Principal 4.55 Miles

Specialties:

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

Beacon Financial Planners

2525 Robinhood
Houston, TX 77005
(281) 953-7442

Trevor Winter

CFP®

8.22 Miles

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

Fee Only Financial Advisor serving Houston, Texas and the surrounding communities.

540 Heights Boulevard, Suite 207
Houston, TX 77007
(832) 787-1912
CONNECT WITH Trevor
  • linkedin link

Matthew Douglas Berti

CFP®, CPWA®

Associate Wealth Advisor 5.91 Miles

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

Financial Advisor serving Houston, Texas and the surrounding communities.

Royal Harbor Partners

12000 Aerospace Ave, Ste 420
Houston, TX 77034-5576
(713) 554-2252
CONNECT WITH Matthew
  • linkedin link

Haley Nguyen, CPA

CFP®

16.27 Miles

Specialties: Comprehensive Financial Planning, Business Taxes, Estate Planning, Retirement

Financial Advisor serving Houston, Texas and the surrounding communities.

Nguyen CPA Firm

16310 Tomball Parkway, Ste 403, Ste 403
Houston, TX 77064

Andrew T. Gardener

CFP®

President 6.01 Miles

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

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

Tanglewood Legacy Advisors, LLC

One Riverway, Ste 1550
Houston, TX 77056
(713) 599-4999

Scott B. Swanson

CFP®

4.78 Miles

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

Financial Advisor serving Houston, Texas and the surrounding communities.

Retired

9 Greenway Plaza, Ste 3112
Houston, TX 77046
(713) 870-0594