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Ben D. Gurwitz

CFP®

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Financial Life Advisors

14607 San Pedro, Suite 190
San Antonio, TX 78232
(210) 918-8998
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Laurence Egle

CFP®

Financial 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.

Eagle Harbor Financial

1490 Rusk Rd, Ste 101
Round Rock, TX 78664
(512) 345-3057
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Beth A. Hearn

CFP®

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

Financial Advisor serving Texas and the surrounding communities.

Lincoln Financial Advisors

1330 Post Oak Blvd, Ste 2800
Houston, TX 77056
(713) 899-0515

Rich Childs

CFP®, AIF®, MSFM

President & CEO, Synergy Wealth Advisors, LLC / Wealth Advisor, RJFS

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

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

Synergy Wealth Advisors, LLC

10670 N Central Expy, Ste 505
Dallas, TX 75231-2108
(214) 382-3333
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Ralph J. Schroeder

CFP®, CLU, ChFC, MS

Private Wealth 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.

Schroeder Wealth Advisors

10001 Woodloch Forest Drive, Suite 550
THE WOODLANDS, TX 77380
(866) 900-8910
(281) 362-1995

Jennifer Pritchard

CFP®

Financial Planner

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

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

Bannerman Wealth

2560 King Arthur Blvd Suite 124-46
Lewisville, TX 75056
2149194448
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Chad Rudy

CFP®

Executive Vice President

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Retirement Investment Advisors, Inc.

9300 John Hickman Pkwy, Ste 504
Frisco, TX 75035-5952
(972) 377-2850
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Brandon D. Ratzlaff

CFP®

Director

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Cypress Point Wealth Management

3838 Oak Lawn, Suite 1150
Dallas, TX 75219
(214) 736-8887

F. Bill Billimoria

CFP®, RICP®, CPA/PFS

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

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

WealthCare Advisors, LLC

602 Texas Star Drive
Richmond, TX 77469
(847) 466-1212

Stephanie Sammons

CFP®

Founder

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Sammons Wealth Management

12720 Hillcrest Rd, Ste 600
Dallas, TX 75230-2043
(972) 440-1194
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Pamela K. Ahlers

CFP®

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

Financial Advisor serving Texas and the surrounding communities.

Ahlers & Stoll, PC

15311 Vantage Pkwy W, Ste 160
Houston, TX 77032-1970
(281) 999-1283

Lawrence E. Maddox

CFP®, CPA

President

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Horizon Advisors, LLC

2603 Augusta Dr, Ste 1400
Houston, TX 77057
(713) 748-7000

Dianna G. Parker

CFP®

Specialties: Charitable & Planned Giving, Estate Planning, Investment Management, Employee Benefits,...More

Financial Advisor serving Texas and the surrounding communities.

Lincoln Financial Group

1330 Post Oak Blvd, Ste 2800
Houston, TX 77056-3277
(817) 891-5851

Mark D. Olson

CFP®, MSFS

Financial Planner

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

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

Horizon Wealth Strategies, LLC

3305 Northland Drive, Suite 412
Austin, TX 78731
(512) 215-4760

Lance Alston

CFP®

President

Specialties: Comprehensive Financial Planning, Attending College, Career Change, Asset Allocation,...More

Fee Only Financial Advisor serving Texas and the surrounding communities.

New Dimensions Wealth Management, LLC

550 S. Watters Road, Suite 242
Allen, TX 75013
(972) 972-8565

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

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

Kenneth A. Moraif

CFP®, MBA

Senior Advisor

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Insurance,...More

Fee Only Financial Advisor serving Texas and the surrounding communities.

Money Matters with Ken Moraif

2820 Dallas Pkwy
Plano, TX 75093
(469) 246-3604

Janet J. Montgomery

CFP®

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

Financial Advisor serving Texas and the surrounding communities.

3602 LAKES OF KATY LN
Katy, TX 77493

4405 Front St
Brookshire, TX 77423
(281) 375-2040
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Tracy L. Miller

CFP®

Specialties:

Financial Advisor serving Texas and the surrounding communities.

TMiller Financial

3033 Chimney Rock Rd, Ste 320
Houston, TX 77056
(713) 974-7500

Cheri C. Measom

MBA, CFP®

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

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

Raymond James

5592 Davis Blvd, Ste 400
North Richland Hills, TX 76180-5203
(888) 325-5130
(682) 325-5130
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Eric N. Sawyer

CFP®

Financial Planner / Owner

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

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

Peacefield Wealth Solutions

1500 Broadway St, Suite 1120
Lubbock, TX 79401
(214) 794-0193
CONNECT WITH Eric
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Scott K. Jacobsmeyer

CFP®

President

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Argent Wealth Management, Inc.

2251 Double Creek Drive, Suite 606
Round Rock, TX 78664
(512) 238-6883

Robert R. Schulz

CFP®

Senior Adviser

Specialties: Comprehensive Financial Planning, Asset Allocation, Estate Planning, Employee Benefits,...More

Fee Only Financial Advisor serving Texas and the surrounding communities.

1752 Broad Park Cir. N., Suite 110
Mansfield, TX 76063
(817) 405-4014

Brent W. Little

CFP®, CPA/PFS

Member

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

Financial Advisor serving Texas and the surrounding communities.

Odyssey Wealth Management, LLC

2500 N Dallas Pkwy, Ste 496
Plano, TX 75010
(972) 636-5037

Ken Painter

CFP®

CEO

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Cross-border Planning,...More

Financial Advisor serving Texas and the surrounding communities.

Strata Wealth Advisors, LLC

8750 N. Central Expressway, Ste 1875
Dallas, TX 75231
214-420-7020

Julie E. Toler

CFA, CFP®,CIA, CRMA

Investment Audit Director

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

Financial Advisor serving Texas and the surrounding communities.

Teacher Retirement System of Texas

1000 Red River St.
Austin, TX 78701
(512) 542-2733

Christopher Cybulski

CFP®

Specialties:

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

Chisholm Trail Financial Group

109 S Harris St ST 220
Round Rock, TX 78664
(512) 920-4160

Daniel Brauer

CFP®

Specialties:

Financial Advisor serving Texas and the surrounding communities.

JPMorgan

3111 Drexel Dr
Dallas, TX 75205-2910
(630) 532-4083

Gary R. Rodgers

CFP®CPA/PFS ChFC AIF

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Intrua Financial

5000 Plaza on the Lake, Suite 130
Austin, TX 78746
(512) 282-0865

Darrick L. McGill

CFP® CIMA®

Regional Vice President

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

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

Primerica Advisors

PO Box 708
Georgetown, TX 78627

Primerica Advisors

1911 N Austin Avenue
Georgetown, TX 78626
(877) 238-9582
512-331-7552
CONNECT WITH Darrick
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