The Best Financial Advisors in Irving

Here is our List of the 10 Irving Financial Advisor
Box Financial Advisors LLC

Life is about decisions and each decision shapes our destiny. How will the financial choices you make today impact your future and don’t you want your advisor to be aligned with your best long term plan?

There are other asset classes for investors to utilize outside of the stock and bond market. Find out how to use them correctly to lower your risk and truly diversify.

In order to try and get any return each investor is forced to take risk but how do you know if your current investments are right for your tolerance level of risk. We offer a complimentary portfolio review, to get started please take five minutes to complete our risk assessment.


  • Wealth Planning
    Our desire at Box Financial Advisors is to help you focus on what really matters in life: your plans, goals, and dreams. We recognize the truth that money.
  • Asset Management
    Box Financial can partner with you to manage all or a portion of your portfolio, so that you can achieve every one of your investing goals.
  • Alternative Investing
    Our definition of Alternative Investing is “any direct investment in an asset, business, or private placement that is not publically traded.
1200 S Main St, Grapevine, TX 76051
Flourish Financial Planning

Our team of tax advisors are able to connect the tax-wise strategies in your financial plans to the reporting and filing of your taxes. With much of your financial information already documented through the financial planning or investment management services, the hope is this will help save you time and make sure you don’t miss anything when preparing your return!

As a Fee-Only firm, so we have no products to sell, but we also have no account minimums, so we can work with all people!

We also advise on your 401(k), 403(b), and other outside accounts to create a custom investment portfolio for you. Let us do the research, implementation, and rebalancing in tax-efficient ways.

In our team of financial professionals, we have the CERTIFIED FINANCIAL PLANNER TM designation (CFP®), Certified Kingdom Advisor® designation, Enrolled Agent (EA), and Masters Degrees in Financial Services. We are a Fee-Only Advisory Firm, meaning we do not get paid to recommend any financial product.



  • Custom Portfolio Recommendations
  • 401(k) / 403(b) Advice
  • Investment Location Strategies
  • Unbiased Investment Advice


  • Life Insurance Needs
  • Disability Insurance
  • Health Insurance
  • Long Term Care


  • Withdraw Strategies
  • Retirement Investment Vehicles
  • Pension Analysis
  • When can I Afford to Retire?
2875 Exchange Blvd Ste 110B ​Southlake, TX 76092
GA Bishop and Associates, LLC

At GA Bishop and Associates, we help people from all walks of life build brighter financial futures by providing unbiased financial advice and coaching as you want it.

Depending on the phase of life you are in and your life and financial goals, your needs may be vastly different. With that in mind, we tailor each engagement to your particular needs.

We offer a free Get Acquainted Meeting to give you a chance to get to know us. At the end of that meeting, we will jointly determine the scope of our services to you and give you a firm quoted price range for those services, so there are no surprises.


  • Strategic Planning
    Depending on your situation and the help you want, we address some or all of the these items to help you understand your financial situation and have a roadmap for the future.
  • Implementation Planning
    Once you have a realistic plan in place that meets your life goals, we can give you the specific recommendations designed to get you there.
  • Problem Solving
    Sometimes, you may just have one or two specific questions or issues that you want to address, but you don’t want a comprehensive plan.


1101 S. Broadway, Suite 200 The Oldfield Building in Old Downtown Carrollton TX 75006
Halcyon Wealth Advisors

When people think of investment planning, they often think of the spikes and falls of Wall Street or investment sharks preying on their inexperience. However, we believe that planning for your financial future should be peaceful, rewarding, and a valuable experience.

At Halcyon Wealth Advisors, we do this by clarifying complex topics in easy-to-understand terms and building trusted relationships that span for generations.

We serve individuals and business owners and help them pursue their goals. While returns are important, your investment plan is where you will find the most value. We craft plans to each unique client.

Halcyon Wealth Advisors is an independent, relationship-based financial planning organization providing comprehensive wealth management, retirement income planning and meaningful tax strategies.


  • Personal Financial Planning
    We view your entire financial picture from a wide angle lens and address all aspects of your plan.
  • Retirement Plan Advisory Services
    Our process is built around three principles: transparency, fiduciary responsibility, and delivering a better outcome.
  • Private Wealth Management
    Independent, balanced recommendations while exercising the standard of fiduciary care.
6565 N. MacArthur Blvd. Suite 460 Irving, TX 75039
Lake Point Advisory Group Grapevine Office

At Lake Point Advisory Group, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.

We’re not just knowledgeable about finance; we also understand the importance of confidence in your financial future. As investment adviser representatives, it’s our responsibility to assess your financial situation and only make recommendations that are in your best interest, and we do so with integrity and transparency.

Making your money last throughout retirement can be a difficult puzzle to figure out on your own. We can help you put all of the pieces together to create a strategy that fits your unique retirement needs and dreams so you can feel confident in your financial future.


    The wealth management experts at Lake Point Advisory Group have experience in retirement planning, investments and life insurance.
    At Lake Point Advisory Group, we believe everyone should be able to live the retirement they’ve always wanted, and we know that doesn’t happen by accident.
    In a life insurance policy, an agreement is made between a customer and an insurance agency.
    There’s a good chance you’ll need long-term care for some period of time later in life.
1111 South Main Street Suite 111, Grapevine, TX 76051
Little & Associates Wealth Management

Little and Associates Wealth Management was born from the desire to find a NEW way to help clients improve and organize their financial lives into an easy to understand interactive format.

Our objective is to take all the pieces of your financial plan and put them in place. Each plan is unique. Many of those pieces may not be relevant to you or your plan at this time, but as your life unfolds and your needs evolve our proven process, The Swan FORMula™, ensures your financial independence.

Riskalyze is cutting edge technology that pinpoints your acceptable levels of risk and reward with unparalleled accuracy. Riskalyze is a part of our process that helps us ensure that your portfolio aligns with YOUR investment goals and expectations. Together we can take the guesswork out of your financial future.

As an investor, you have goals: You want to protect your assets and see them grow. You want a retirement that lets you enjoy yourself without financial worry. If you have children or grandchildren, you want to provide them with quality education.

At Little & Associates Wealth Management, we understand these goals. To help achieve them, we offer the Envision® planning process which will address your needs when you encounter a critical financial and life event.


5209 Heritage Ave. #500 Colleyville, Texas 76034
Matthews Financial Services

Our commitment is to help you work towards achieving all your financial goals and to help simplify your life. Our end goal is to provide you with a “worry free” retirement. At Matthews Financial Services, we have a commitment to excellence in everything we do.

We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future. We provide impeccable client service to help reduce taxes and protect and accumulate assets by utilizing numerous investment products and strategies.

Since many of our clients are professionals, we understand how hard you have worked to build your lifestyle and we aim to protect it for a lifetime. At Matthews Financial Services, we have made a commitment to excellence in everything we do. Our goal is to exceed our clients’ expectations at all times.


  • Retirement Planning
    Whether you are a part of a large group or wish to establish a personal plan, we can help.
  • Investment Management
    We provide a diversification of strategies and techniques geared to your goals, time frame, and risk tolerance.
  • Tax Planning
    For high wage earning professionals, taxes are always a key consideration in decision making.
  • Asset Protection
    You have worked hard to build what you have and have earned the right to protect yourself and your family.
2625 North Josey Lane Suite 101 Carrollton, TX 75007
Provident Financial Planning

Our discovery process is where we begin with each client. Don’t settle for a financial plan or investment strategy that is ordinary. Every detail matters which is why we first spend most of our time getting to know you & your family.

You wouldn’t trust your dentist to perform heart surgery. Now more than ever, clients are inundated with conflicting opinions about financial decisions from bankers, insurance agents, brokers, accountants and even attorneys.

Provident Financial Planning is a boutique flat fee-only Registered Investment Advisor providing easy-contact trustworthy advice for high net worth families. You can expect quarterly meetings at our office, your office or virtually.

Going back to some clients we have worked with for many years, the common theme was that they proceeded with the plan because it made sense; but more importantly, because they trust us.


  • Cash Flow
    We help clients generate retirement cash flow. We also help highly compensated employees make decisions regarding equity compensation & deferred compensation.
  • Insurance
    Proper types of insurance play an important role in your financial plan. We evaluate insurance companies to help you survey the options, assess costs and select the right fit.
  • Investments
    Portfolio management plays the most significant role in achieving your long term goals. We help clients blend priorities of performance, risk aversion and low costs.
Grapevine, TX 76051
Ray Hodges Financial Group

We are committed to mitigating any financial risks that keep you up at night – if you’re an employer, fiduciary risk associated with 401(k) plans; if you’re an employee, the risk of choosing 401(k) investment options that do not align with your risk profile.

We intend to be the premier provider of retirement and wealth management planning to employers, employees, and individuals by leveraging the most advanced tools, techniques, and concepts in the industry while striving to provide customer service that exceeds our clients’ expectations.


  • Employer Retirement
    RHFG helps employers and plan sponsors position their employees to retire securely and successfully. In order to do that, the employer or plan sponsor needs to be protected from the fiduciary liability assigned to those who manage employee benefit plans and the assets within them.
  • Wealth Management
    At Ray Hodges Financial Group, we focus on retirement planning and wealth management. When it comes to wealth management, one of our mottos is “It’s your money . . . until you give it away.”
  • Life Insurance
    At RHFG, we tout the expression, “If you love them, protect them” because we feel there is no more effective way of demonstrating you love your family than by securing life insurance.
Addison, TX 75001
Rigney Financial Services

As independent advisors, we focus solely on serving your needs and acting in your best interest at all times. This provides you with the confidence you seek to pursue financial success on your terms.

As independent investment advisors we have no obligations to investment product manufacturers and no cross-sell quotas or home-office directives that may lead to conflicts of interest. We spend our time developing customized solutions for the unique challenges you face.

Our independence is supported by LPL Financial, one of the nation’s leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone.

LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.


    Financial planning is at the very core of the life planning services we provide to individuals and families seeking to build, preserve and manage wealth over time.
    You require sophisticated and attentive asset management to maximize your portfolios’ total returns in light of your risk tolerance.
    Nearly all financial decisions have tax ramifications. Tax liabilities associated with income, estate, gift and various state, excise and sales taxes can take a real toll on your wealth.
611 South Main Street Ste. 701 Grapevine, TX 76051

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