The Best Financial Advisors in Lubbock

Here is our List of the 10 Lubbock Financial Advisor
AIM Advisory Group

At AIM Advisory Group, we are dedicated to providing comprehensive financial planning, retirement planning, and investment management to successful business owners and growing families.

Our philosophy is simple. We want to help you make the best decisions possible.

As a firm, our focus is to assist you in establishing (or refining) goals and develop a plan to make sure you reach them. We will analyze your current situation and develop recommendations based on your financial objectives. Together, we implement the recommendations and monitor your progress. As we work toward your long and short-term goals, when necessary, we make adjustments to ensure the desired outcome is achieved.

Our Process
A comprehensive financial plan is the best way to create a more secure future.

It is crucial to create a financial plan that addresses your needs now while planning for the future, all in a tax efficient manner. Two key aspects of financial security that we consider: asset protection and wealth creation. A plan must help ensure financial security throughout your life – for you and for your loved ones. Most importantly, it must provide direction and clarity in your lives.

7021 Kewanee Avenue, Suite 2-102, Lubbock, TX 79424
Alpha Capital Strategies

To help people create more than they consume, by unfolding financial complexity.

Our firm was manifested by financial professionals who have a passion for developing deep relationships with their clients and wanted more for their clients’ future. We came together and combined expertise, knowledge and passion. Our team comes to work every day to solve our clients’ biggest problem – financial security. We wanted to build something that allowed people to have more value, a deeper relationship, and understanding of what’s important and how to manage their financial opportunities. Therefore, we created Alpha Capital Strategies. Alpha in the world of finance means more than you expected; our hope and mission will always be to help you grow in every opportunity you have in your season of life. Please let us know how we can help you think and move more powerfully to

Business Services

Just as financial planning is important for individuals, businesses need structured benefits and planning. ACS seeks to understand the current standing of your business and direction you are headed. As a business owner, you have so much on your plate that the details of your employee benefits, such as 401(k), Profit Sharing Plans, Employee Whole Life Insurance, go unnoticed. We simplify these processes so the implementation can be powerful. You will provide a competitive advantage to attract and retain the best talent in your industry.

5004 122nd Street #200 Lubbock, TX 79424
Bonner & Smith, LLC

Bonner & Smith, LLC is a FEE ONLY comprehensive financial planning and investment management firm that specializes in active discretionary portfolio management, retirement planning, tax and estate planning.

We currently manage assets that include individual investors, corporate profit sharing plans, and trusts.

Whether you are investing on behalf of a corporate retirement plan, a non-profit endowment or building your own net worth, you want your money invested prudently and profitably.  Our goal is to provide our clients with the long-term growth needed to reach their goals, consistent with their risk tolerance.  Our ability to reach this goal has led to many referrals from satisfied clients and our continued growth. 

  • Registered Investment Advisor
  • Fee-Only – no commissions, no selling
  • Active Portfolio Management – continual monitoring
  • Fiduciary—we act in your best interest, always
  • Independent – conflict free, full disclosure
  • Fidelity as custodian – high quality, low expenses, accessible 24/7
  • High client retention/referral rates
  • We are accessible, we manage your accounts, we are the advisors you work with, we don’t outsource or delegate​​
5308 114th Street Lubbock TX 79424 US
Evensky & Katz / Foldes Financial

Our wealth management firm has over 35 years of experience. We specialize in financial planning and goals-based investment management. Our investment management services include portfolio construction, risk management, manager selection and asset allocation. The integrity of our advice and commitment to quality client services sets us apart in a crowd.

Try a Different Investment Strategy
Our recommended investment strategies are based on your financial planning goals. We’re not trying to sell you another product you don’t need. We’re here to plan for life’s surprises, big and small.

Our team prides itself on our rigorously disciplined process and our high fiduciary standard. With academic expertise and 35-plus years of experience, our financial planning services go beyond investments. We want to help you get where you want to go. Whether it’s college planning, insurance, business, or estate planning services, we can act as a financial quarterback and sounding board for all financial decisions.

Go beyond using a monthly retirement income calculator, and feel confident about your decision to retire.

Plan for the rising costs of higher education with a team of experts; it takes more than money management worksheets.

Customized portfolio design is at the core of our wealth management process. Do you know how much risk you need to take in order to accomplish all you want in life? Let us help you find out.

Transitioning out of your business can be complex; don’t miss any risk management steps

Calculate your charitable donations wisely & accurately with our signature wealth management services.

4000 Ponce de Leon Boulevard, Suite 850 Coral Gables, FL 33146
Lone Star Registered Investment Advisors, PLLC

At LoneStar Wealth Management, our goal is to educate and equip everyone for the financial life of their dreams while avoiding the volatility of the greater financial markets.

Since 1997, Michael and Mark have gained the respect and trust of over 2,000 clients while serving in the insurance or financial planning fields. They started their careers with a fortune 500 company where they both worked their way up different levels of management as successful top producers. Then in 2001, Mike decided to leave the company when he noticed the company’s priorities shift from the needs of the people to money making. That was when Michael first established what would later become known as LoneStar Wealth Management in Lubbock, Texas! Mark quickly followed and teamed up with Michael as they built the full-service financial planning company known as Texas Alliance Financial. Their adventure continued to flourish in 2006 when they started LoneStar Registered Investment Advisors (RIA), and again in 2019 with the umbrella name of LoneStar Wealth Management! Over the past 19 years, LoneStar Wealth Management has accumulated offices in Dallas and Fort Worth, TX, as well as Albuquerque, NM. To date, our office assists clients all around the world and are not hindered by state borders!

The goal of Lonestar Wealth Management and its affiliates has always been a client centered, client first approach. We strive to help and educate clients on how to plan and execute their best financial decisions in life. LoneStar Wealth Management and Lonestar RIA are focused on protecting our client’s personal financial life from the volatility of the greater financial markets.

9801 Indiana Av. Ste 200 Lubbock, TX 79423
Pennington, Bass & Associates

We believe financial planning is about the people, not just the money. We are relationship focused — we want to have lasting and meaningful relationships with our clients and enjoy being with the people we work with. This is the reason we have been in business for over 60 years.


Our independent business model ensures we have the autonomy and discretion to put you at the center of all investment strategies and business decisions. Just as we stand behind you to help you pursue your financial dreams, we have teams standing behind us and supporting our business. These firms also strengthen our relationship with you by providing the resources we need to better serve you. We think it’s important for you to know who these partners are and why we have chosen to work with them.

Our Broker-Dealer: Cetera Advisors

We are affiliated with Cetera Advisors, one of the premier broker-dealers in the industry. As our broker-dealer, they are responsible for executing trades on your behalf. Like all broker-dealers, they must undergo regular auditing, and are required to meet specific net capital requirements to ensure it can meet its obligations to investors like you.

But their support for our relationship goes well beyond its function as trade executor. Our affiliation means that we am not held to a sales quota or tied to selling only proprietary products. We have the independence and freedom to recommend the financial solutions that best suit your needs, ensuring your objectives are what drive all decisions, while Cetera Advisors’ network of people and resources help us pursue your unique goals and vision for the future.

7818 Orlando Avenue Lubbock, TX 79423
PFG Advisors

We are seven partners who joined to form PFG Advisors, a collaborative financial advisory firm. We have carefully and consciously chosen to work together in order to marry our respective subject matter expertise into a practice that can serve the comprehensive needs of our diverse clientele.

Backed by a talented support team and a robust infrastructure we are prepared to fulfill our promise of excellent service and sound advice to you, your business and your family for generations to come.

Our Areas of Expertise


A financial plan should address your particular needs for accumulation, management, protection, distribution, and transfer of wealth.


Whether retirement is far away, or on the horizon, it is important to be clear about what it will take to retire, and what your retirement lifestyle may look like.


We assist our business-owner clients with developing strategies to protect their most valuable asset, and with planning for all of their other goals and needs


It is our intention to coordinate and devise a personal wealth management strategy tailored to your needs and objectives.

8721 Milwaukee Avenue Lubbock, TX 79424
Sam Law Financial, LLC

Sam Law Financial specializes in people. To us, this means three things. First, we meet people one-on-one, face-to-face, asking questions and listening. Our team will craft an individual strategy for you based on our one-on-one meeting and follow up on a regular timeline to ensure that we keep focused and keep your target in sight. We concentrate on risk tolerance testing, matching implementation to you and your needs, and maintaining consistent communication.

Second, we are proud of our values of communication, honesty, and integrity. Ask yourself, when was the last time you met with your financial advisor? With Sam Law Financial, LLC, you’ll never have to ask again – we’re only a phone call away and our desire is to always meet you face-to-face.

Third, underlying our commitment to our clients is our recognition of the importance of building relationships over time. We only create relationships with the best companies – meaning our partnership will also surround you with the finest money managers, third-party administrators, ERISA attorneys, and life insurance companies.

  • In our follow-up meetings, we will:
  • Provide encouragement through the ups and downs
  • Maintain quick response times for all of your questions
  • Provide continued financial education for you and your loved ones
  • Talk through succession and inheritance
  • Make a plan to meet any new twists in the road
12219 Quaker Avenue, Suite B Lubbock, Texas 79424
Vision Wealth Advisors

Vision Wealth Advisors is a Lubbock Texas based Registered Investment Advisory firm. We assist clients with every aspect of their financial lives. Vision Wealth Advisors is a fee only firm, enabling us to use the best investments available, without conflicts of interest. We believe in growing your legacy, but equally as important, in preserving your legacy.

As a Registered Investment Advisory Firm, we deliver an independent, long-term relationship
Whether we are helping you plan for retirement or save for your children’s education, Your objectives are Our objectives:

  • As an RIA, it is our fiduciary duty to act in your best interests–we are legally bound to put our clients’ interests first.
  • We will take the time to understand you and your specific financial situation.
  • We will strive to ensure your needs are being met through a personal relationship and committed pursuit of your investment goals.
  • We will make portfolio recommendations consistent with your objectives.


• Financial planning
• Retirement planning
• College funding
• Asset management
• Portfolio recovery

11912 Slide Rd, Ste B, Lubbock, TX 79424

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