The Best Financial Advisors in El Paso

Let us help you find the best financial advisor for your needs.

Here is our List of the 10 El Paso Financial Advisor

Carolyn L. Mora CPA. PC.

As a financial professional, I am committed to helping people just like you create a game plan for pursuing their dreams. Once I understand your risk tolerance, time horizon and goals, I’ll work diligently to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. I work closely with my clients to evaluate those opportunities and get in position to reap those rewards. I enjoy helping people build a solid financial foundation for the future.

Caring
We can help you create an approach that is designed to address your unique situation.

Independent
We aren’t tied to products or services from a single company or family of companies but are free find those products and services that may be most appropriate for our clients.

Practical
We understand today’s financial environment. We know that individuals face unique challenges. And we can help take the mystery out of preparing for today and tomorrow.

SERVICES

Comprehensive Financial Planning*
401(k) Planning*
403(b) Planning*
College Plans*
Estate Plans

11163 La Quinta Place Suite A100 El Paso, TX 79936

Chaney & Marin Financial Planning, LLC

At Chaney and Associates Financial Planning, LLC, we provide tailored strategies to help those in or near retirement pursue their individual goals. Using our proprietary process that we call the WealthStream System, we work to help you not only with wealth management, but also with other aspects such as estate planning, risk management, and tax planning throughout our long-term partnership with you.

We look at your entire picture and create customized plans and portfolios so you may look to the future with anticipation rather than apprehension. We follow our proven process to provide you every opportunity to achieve true financial independence.

Services

Retirement Planning
We specialize in retirement distribution planning. During this critical stage, we can help you avoid common mistakes that separate individuals from their hard-earned retirement savings.
Insurance Planning
Insurance is an important part of any sound financial plan. Different kinds of insurance help protect you and your loved ones in different ways against the cost of accidents, illness, disability, and death.
Estate Planning
While living, an effective estate plan will spell out your wishes and ensure they are carried out – even if you are unable to communicate. At death, an estate plan will transfer your possessions to the people or entities you want, in the manner you desire.
Elder Care Planning
Gain guidance and insight related to your options regarding the care of a loved one. Our experienced team can help you understand how state and federal benefits can be acquired and how assets can be protected.

1340 Picacho Hills Drive Las Cruces, NM 88007

Franklin Star Wealth Planning

At Franklin Star Wealth Planning, we believe that Generations X and Y Healthcare Professionals should have access to honest and objective financial advice. Meeting with a sales professional and being sold a commissionable financial product shouldn’t be a prerequisite for getting the financial help you need, nor should you be required to have a million dollars in your bank account for a financial professional to manage.

We wholeheartedly believe that we are different. We are a fee-only financial planning firm. This means we don’t sell financial products and don’t work for commission. Our financial advice, coaching and financial planning services are designed to be provided without the high pressure sales tactics of other firms.

To help each client diagnose the financial issues in their lives, and provide actionable solutions so that they can lead a financially healthy life.

does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute.

FEE ONLY
NO COMMISSIONS
NO SALES PITCHES

Services

Financial Advice
Financial Planning
Investment Management

221 N Kansas St | Ste 700 El Paso, TX 79901

Guerra Investment Advisors

Guerra Investment Advisors is a fee-only Registered Investment Advisory Firm; this means there is no commission charged for investment services, unlike with insurance agents, wire-house brokers and securities sales people.

Our advisors sit on the same side of the table with the client without the threat that each investment decision carries a price tag. There is no advantage in selling something you do not need. With a fee only advisor, the client pays for investment guidance, not commissions generated by the buying and selling of investments.

GIA provides investment services to foundations, endowments, corporate clientele and high net worth investors. Additionally, Guerra Investment Advisors has a formal focus on the management of corporate and municipal retirement plans.

The Guerra investment team brings more than 40 years combined experience and investment knowledge. We have worked with foundations, endowments, corporations and a variety of individual investors. Our multigenerational approach ensures our viewpoints are as relevant today and tomorrow as they have been for the past few decades.

We are family owned and operated. We pride ourselves on a high level of community involvement. All members of our firm are highly involved as board members of a variety of non-profit, community organizations and corporate boards.

201 E. Main Street, Suite 1200

Houghton Financial Partners LLC

Houghton Financial Partners works with employers to design and manage qualified retirement plans that allow employees to build their wealth. We help employers design and implement incentive plans to attract and retain top talent. Additionally, we help high net worth individuals with wealth management and estate planning to create peace of mind.

A sophisticated investment portfolio solution that leverages advanced academic research, portfolio structuring methodologies, product applications, tax sensitivity, and institutional pricing linked to your financial goals by an investment advisor provides a customized solution to help meet specific financial goals.

Houghton Financial Partners works with employers to design and manage plans using various financial tools, including retirement plans, business insurance, and risk management. After decades of work in this industry, we understand how the burden of plan management can impact business owners, human resources teams, and benefits departments.

Services

Business Life Insurance
Executive Benefits
Insurance Options
Retirement Solutions
Wealth Management

210 N. Campbell, El Paso, TX 79901

Lauterbach Financial Advisors, LLC

Lauterbach Financial Advisors is a fee-only, independent, locally-owned financial advisory and wealth management firm based in El Paso, Texas.

Our extensive tax planning background and unrivaled access to world-class intellectual capital allow us to provide customized, long-term solutions to address our clients’ complex needs while being mindful of their complete financial picture.

Lauterbach Financial Advisors is a fee-only, independent, financial advisory and wealth management firm based in El Paso, Texas. Through our consultative process and access to world-class intellectual capital, we help our clients Live Financially Confident.

Our service model is designed to give you the freedom to focus on what you care about the most and help you design, implement and monitor your goals and your progress towards them.

Services

BIG-PICTURE FINANCIAL PLANNING
Our advice considers every aspect of your life – financial or otherwise.
GOALS-BASED FINANCIAL PLANNING
Each goal is different. That’s why we help you develop, implement and monitor solutions for each of them.
TAX-AWARE PORTFOLIO MANAGEMENT
We utilize tax-efficient, no-load, low-cost investment vehicles to design a portfolio tailored to your unique goals.
RETIREMENT INCOME PLANNING
We help you implement a safe retirement income strategy that considers longevity, tax impact and the variability of returns.
SOCIAL SECURITY OPTIMIZATION
We help you maximize your benefits according to your specific situation.
EDUCATION PLANNING
We develop a savings plan and a cash-flow analysis to optimize the amount, funding vehicles and tax impact of saving for college.
CHARITABLE GIVING PLANNING
We help you develop and implement tax-friendly giving strategies to support the organizations you care about most.
SECOND OPINION REVIEW
Are you on the right path? Find out through an independent, objective analysis of your complete financial picture.

4130 Rio Bravo Street El Paso, TX

Symphony Financial, Ltd. Co.

Symphony Financial, Ltd. Co. holds itself to the highest fiduciary standards. You can rest easy that you have put your trust in a team who is qualified, and time tested. Our President & CEO, Carr Burgoyne Jr., holds the highest designations in the industry and has 28 years of experience. His leadership ensures that those on his team provide all clients with trusted, honest and knowledgeable advice.

We know you have options when choosing a financial team. You want a place where you can entrust your finances and your feelings. Symphony Financial, Ltd. Co. plans for the whole picture. We plan for you, your family and your future.

Services

Wealth Management

As your investment partner, we are committed to helping you pursue your unique financial goals and objectives.

Comprehensive Planning

Cash Flow Analysis
Retirement Planning
Business Planning
Education Funding
Insurance Services
Estate and Trust Planning
Group Benefits

Financial News

Up-to-date Weekly Communication
Seminars
Conference Calls
Articles
Podcast

17725 John F. Kennedy Blvd. Second Floor Houston, TX 77032

Synergy Planning Group

Our company and its affiliates are established leaders in the financial services industry. With our experience and knowledge, we offer customized guidance and strategies to our clients. Our firm’s reputation for professional excellence and reliability gives our clients a high-level of confidence in the programs and products we recommend and help implement.

Our mission is simple: to provide innovative and practical financial programs for our valued clients.

Our firm’s collective capabilities and experience – together with our team approach – allows us to assess and offer you a wide-range of financial products and services.

Whether it’s developing a financial strategy, creating a customized executive benefits program for your business, or preparing a detailed asset allocation analysis, our mission is simple: to provide forward-thinking and cost-effective financial strategies to our valued clients.

Services

Retirement

Retirement articles
Retirement Plan Distributions
How Can I Control the Distribution of My Estate?
Will Social Security Retire Before You Do?

Retirement Calculators

IRA Eligibility
Retirement Portfolio Lifespan
Cost of Retirement

Life Insurance

Life Insurance articles
How Can I Determine the Financial Strength of My Insurance Company?
What Is Universal Life Insurance
How Can I Build and Preserve My Estate?

Life Insurance Calculators

Life Insurance

550 Mesa Hills Suite A-3 El Paso, TX 79912

Butterworth & Macias, P.C

For years, Butterworth & Macias, P.C. has been providing quality, personalized financial guidance to local individuals and businesses. Our expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning.

Butterworth & Macias, P.C. is one of the leading firms in and throughout the area. By combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve. Our dedication to high standards, hiring of seasoned tax professionals, and work ethic is the reason our client base returns year after year.

Our Mission

Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients’ needs through research and sound analysis. Butterworth & Macias, P.C. is dedicated to meeting these goals with high standards of excellence and professionalism. We have been a staple of the area’s business community for years, and pride ourselves on the level of esteem we have earned.

Our dedication to hard work has earned the respect of the business and financial community in and around the area. We believe this to be a direct derivative of our talent and responsiveness to our client base. Whether you are a current or prospective client, rest assured that individuals and businesses who choose Butterworth & Macias, P.C. receive competent and timely advice.

Butterworth & Macias, P.C. provides a wide range of services to individuals and businesses in a variety of industries. At Butterworth & Macias, P.C., we strive to meet each client’s specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment

600 Sunland Park Drive, Building 2 El Paso

LPL Financial

Our financial planning process is multi-faceted. The scope of our service is not limited to the exclusive goal of appreciating your holdings, but also includes insulating and allowing for distribution of those holdings in the most advantageous manner possible.

Very simply, we help you earn, keep and distribute your assets.

We truly believe in providing unbiased, independent advice to our clients. Because LPL Financial is an independent “broker/dealer,” we can offer access to a selection of products and services solely based on what is appropriate. Our recommendations are not tainted by the pressure to sell proprietary products. Although this means we have to carefully scrutinize and evaluate a multitude of companies, products and services, it’s definitely worth the time and effort. We believe in the end, both the client and our firm will benefit from this process which results in a rewarding long-term relationship.

Our clients have access to a comprehensive range of investments and services including:

Asset Management

Insurance Planning

Retirement Planning

Estate Planning

Trust Department

Cash Management

Individual Investments (includes, but not limited to): mutual funds, Exchange Traded Funds (ETF’s), stocks, bonds and annuities through LPL Financial.

We are an independent firm. Our investment or product selection is based solely on what is appropriate for our client’s goals and objectives. Before any investment product is recommended, it is carefully scrutinized and evaluated by a highly experienced staff. Only those products that meet our high standards are finally approved.

201 E. Main Drive, Ste. 500 El Paso

The Best Financial Advisors in El Paso

Let us help you find the best financial advisor for your needs.

We have listed the Top 10 Financial Advisor in each capital city based on our selection criteria

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