The Best Financial Advisors in Houston

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

Here is our List of the 10 Houston Financial Advisor

Transfrom Wealth

Expert Denver Financial Advisors Dedicated to Your Best Interests and Doing What’s Right

Transform Wealth was built on the foundation of serving as fiduciaries to our clients in everything we do. Clearly, this is not a traditional, nor universal approach in the financial services industry. Transform Wealth provides a comprehensive range of fee-only financial planning and investment advisory services for every stage of life. The mission of our company is to help clients understand and successfully manage their financial lives.

Our approach ensures that clients receive advice that’s in alignment with their best interests and fully transparent as far as costs and fees. We deliver individually-tailored solutions to our clients within the context of the highest fiduciary standards. We stand ready to answer your questions and provide impartial, independent and client-centric advice.

Not all financial advisors are created equal. Advice from a fee-only, fiduciary advisor is the only way to ensure that the advisor is putting your interests ahead of their own.

820 Gessner Suite 1720 Houston, TX 77024

Bainbridge Financial Services

Global wealth management.
Premium client service.
Independent advice.

Bainbridge Financial Services, founded in 2000, is an independent wealth management firm serving clients on a global basis. Our goal is to take advantage of market opportunities while also managing our clients’ exposure to investment risk. Our focus is on our clients’ liquidity needs, financial goals and their tolerance for risk.

Services

Portfolio Management

With access to multiple institutional research platforms, our Independent Financial Advisors can help you to define investment strategies tailored to your goals, and then help you to make informed investment choices across every market and asset class.

Lending Solutions

With competitive interest rates and flexible borrowing terms, our lending programs have no required payment schedules or application fees.

12510 Cutten Rd, Houston, TX 77066

Busch Financial Planning

Busch Financial Planning is an independent financial advisory firm located in suburban Houston that offers you objective financial advice by the hour, as you need it.

Financial Planning is a discipline which integrates all areas of personal finance, including planning for education, retirement, investment, taxes, insurance, and your estate. We work with individuals and families to help them define their financial goals and develop strategies for reaching those goals.

Busch Financial Planning operates much like a dentist’s or accountant’s practice. Clients call or visit when they have a need, and they pay for the time spent working on their specific financial strategy. There are no long-term contracts or retainer agreements. This hourly fee approach gives you the flexibility to schedule just a financial check-up and/or get a second opinion, if that is all you need. Furthermore, as a Fee-Only financial planner, our compensation comes only from our clients. We do not accept commissions from the sale of insurance, investments, or any other products. This truly independent structure allows us to give high level, professional advice without any conflicts of interest.

We are a member of The Garrett Planning Network, Inc., an international affiliation of professional, Fee-Only financial advisors. Network members are dedicated to providing independent, objective financial advice to people from all walks of life, not just the affluent.

15840 FM 529 Suite 281 Houston, TX 77095

Financial Synergies Wealth Advisors

“As an independent, fiduciary advisor we have the freedom to develop your financial plan and investment strategy without conflicts of interest. We are not here to sell you products.”

Financial Synergies Wealth Advisors is a fee-only Financial Advisor located in Houston, Texas. For more than thirty years we’ve been serving the financial needs of individuals, families, and businesses from around the world. When we take on new clients they become part of our extended family, and in the past three decades we’ve developed multi-generational relationships with many of them.

Our primary goal is to simplify your financial life. Our Certified Financial Planner™ professionals and advisors combine investment management and holistic planning to provide total wealth management for our clients. Together, we’ll construct a financial game plan and investment strategy to meet your goals, and give you greater confidence in your future.

OUR ADVANTAGE

- FEE-ONLY, INDEPENDENT FIRM
- FIDUCIARY RESPONSIBILITY
- BOUTIQUE EXPERIENCE
- INTEGRATED WEALTH MANAGEMENT
- LONG-TERM RELATIONSHIPS

4400 POST OAK PKWY #200 HOUSTON, TX 77027

Gapinski Huggins Group of Raymond James

The complexities of the financial world require sophisticated investment solutions and a partner to assist you who is as dedicated to pursuing your specific goals as you are. When it comes to managing your investments, our team can help guide you through today’s challenging financial landscape with professional skill and can do so with comprehensive plans that are designed to align with your specific investment requirements. Our client-focused approach makes the difference between chasing returns versus a personalized experience tailored to you.

We are a diverse team, united behind our clients’ goals and driven to help them achieve financial success. Our experience helps us seamlessly integrate with your company, complementing your strengths and incorporating our own gained from years of experience. Working with any of us means you have an office of intellectual capital behind your institution, leveraging our collective experience to provide sound, comprehensive financial guidance.

We understand our clients’ needs and passionately pursue strategies designed to weather market changes and stay ahead of inflation. We develop portfolios that are driven toward long-term success by establishing clear risk and return objectives, and take into account your specific needs and constraints.

500 Dallas St Ste 3400 Houston

Gessner Wealth Strategies LLC

As your trusted advisor, our job is to help you make smart decisions about your money. But our personalized approach is about so much more than that. We strive to understand what is important to you from generating income and protecting your financial security to assisting aging parents and legacy planning. We spend a good deal of time looking for ways to reduce taxes in retirement. And most important, we offer guidance and clarity for decisions that come up throughout the year, because money is tied to all aspects of life. We want to be your first call when an important decision comes up, because we are passionate about building long term relationships with our clients.

Our firm is independent, which means that we are not beholden to any company’s goals or relationships which could color our recommendations to you. We are a fiduciary advisor, which means we put your interests ahead of our own.

Gessner Wealth Strategies, LLC operates independently of our custodian and investment team. We do not hold client assets but instead use highly reputable firms, such as TD Ameritrade, for important checks and balances. The custodian is strictly in charge of recordkeeping and custodial services for your money, such as statement preparation and tax reporting documents. The custodian is in charge of the safekeeping of your assets, and you always have access to your money.

5850 San Felipe Suite 500, Houston

Goff Financial Group

The Goff Financial Group is an independent investment management company based in Houston, Texas. Currently, we manage over $300 million in private accounts for long-term investors all over the country.

Since 1994, we’ve grown steadily—not through acquisitions or mergers, but by providing prudently tailored wealth-management advice to meet the unique needs of our valued clients.

Why The Goff Financial Group

Here, peace of mind is at the top of our mind. We are committed to making you comfortable with us and with our investment strategy. We do this by:

1. Providing full disclosures and reports on our experience, required regulatory filings and other relevant documents all in writing;

2. Assuring complete transparency in reporting and portfolio management; and

3. Tailoring investment solutions to suit your very unique financial goals and circumstances.

11 Greenway Plaza, Suite 1425 Houston

Horizon Advisors

As a privately owned, fee-only financial advisor, we serve our clients as a fiduciary, always placing their interests first. We develop a deep and personal understanding of our clients, which allows us to be very proactive and responsive to their unique needs. We help our clients understand, organize, and manage their often complex financial situations. Our recommendations are independent, objective, and based solely on what is best for the client.

We demonstrate our fiduciary commitment to our clients by being a member in the National Association of Personal Financial Advisors (NAPFA), a national fee-only organization, and by adopting and endorsing the fiduciary practices recommended by the Institute for the Fiduciary Standard.

At Horizon Wealth Advisors, we truly believe that if your values are clear, your decisions are easier. Since we opened our doors in 1999, we have placed great importance on our core values, which follow:

INTEGRITY
DISCIPLINE
SERVICE
LEARNING
ADVOCACY

2603 Augusta, Suite 1400 Houston, TX 77057

Insight Wealth Strategies

Welcome to Insight Wealth Strategies. We are dedicated to helping our clients define and create a plan to reach their financial goals. We pride ourselves on delivering objective, strategic and prudent advice designed to help our clients accumulate, protect, and transfer wealth. Whether you are in need of wealth management services, financial planning, retirement planning, creating a college savings plan, or anything in between, our comprehensive and personalized service focuses on understanding your objectives. Our diverse team of financial planners offer specialized skill sets and areas of expertise; we look forward to matching you with the planner who is best equipped to help you make the most of your unique financial situation.

With offices across Northern California in San Ramon, Livermore, and Point Richmond as well as in Houston, Texas, we are conveniently located to better suit our clients’ needs. Our financial advisors have years of experience in financial planning. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.

Bakersfield, CA 93309

Messier Financial Advisors

Messier Financial Advisors, a premier fee-based financial planning firm, can help guide you toward a more secure future. We believe that it’s not only our responsibility to help you make the most of your income and assets, but also to help you make the most of your life. It’s our plan for your future.

Our overriding philosophy – the one that distinctively defines the way we do business – is “Serve First, Last and Always℠”.

Our “Serve First” philosophy was conceived over 50 years ago and still drives our business today. Conviction in what we do and sell, the courage to get our clients to take action, competency based on continuing education and training, and communication that builds understanding and trust – these are the key qualities of “Serve First”. And these are the commitments we make to you when you choose to retain us.

With Messier Financial Advisors, our clients receive the best of two worlds: the experience and financial stability of a long-standing financial institution, and the individual service that comes from having a personal financial advisor.

1330 Post Oak Blvd., Suite 2800, Houston

The Best Financial Advisors in Houston

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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