The Best Financial Advisors in San Antonio

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

Here is our List of the 10 San Antonio Financial Advisor

AC Financial

We are Albert & Alexandra Cavazos, the father-daughter team of Wealth Advisors at AC Financial.

We understand the challenges you face in trying to organize and manage your personal finances. With over 35 years of combined experience in the financial services industry, we can provide you with a better approach that is simple, smart and more personal. We can help you as you strive to gain the confidence and stability that comes with financial independence. Whatever your goals may be (retirement, college savings, or estate planning) our services provide trustworthy guidance so you can prudently work towards achievements and long-term success.

Since beginning of our careers, we have worked to be a credit to our profession. We strive to uphold a fiduciary standard with our clients. Our institutional money management experience and credentials provide a favorable backdrop that’s desired in the industry.

We would certainly welcome the opportunity to visit with you to see if we can help you pursue your dreams.

242 West Sunset, Suite 101 San Antonio

Avid Wealth Partners

At Avid Wealth Partners, we take a fresh, distinctive approach to financial planning and provide premier wealth management services to help clients use their resources and accomplish what is most important to them with simplicity and clarity.

We are a fee-only, investment advisory firm comprising CERTIFIED FINANCIAL PLANNERS™ and other financial services professionals who focus on helping our clients achieve their financial goals.

WHY WORK WITH US

Our highest priority is to provide you, our client, with the best value in the context of transparency. We strive to help you keep your life in balance and to maximize your only non-renewable resource (your time). We provide an integrated, stress-free approach to help you focus on your current and future goals related to financial planning, investments, retirement and wealth management.

We made the move to become an independent wealth management firm to put you in a stronger and more flexible position to achieve your financial goals. We now have a broader range of investment options at our disposal. These new resources have dramatically increased our ability to design and implement customized financial strategies that will help you meet your specific goals.

17802 W Interstate 10 STE 114 San Antonio

Client Centric Wealth Management

We’re more than just financial advisors. We’re our clients’ advocates, coaches, and friends. When you work with us, you’re part of the family.

When we founded Client Centric Wealth Management, our main goal was to provide comprehensive financial planning and investment advising catered to our clients’ unique needs. Our tagline, “built around you,” echos this mission and shows our commitment to always putting our clients first. What does it look like to work with CCWM?

When you work with us, you’ll experience a firm passionate about serving you and your family. We approach financial planning as a lifelong relationship built on honesty, trust, and outcomes and provide customized financial planning and independent recommendations without all the complicated vernacular. We stay on the cutting edge of technology to create top-quality plans for our clients.

We’re a boutique firm that gets to know each and every client. When you work with us, you work with an advisor directly, not a call center. Isn’t your financial future worth that?

Rather than start with investment recommendations, we first get to know our clients on a deeper level to really understand their needs, goals, and aspirations. Only when we fully know their personal goals can we recommend how to get there

Our process when working together includes the following steps:

Understanding You
Relationships are everything at our firm and we never make any financial recommendations until we fully understand you and your goals. Because we are independent advisors, we are able to look at your situation objectively and make recommendations that are in your best interest.

Analyze
Using a goal-based planning approach, we build customized strategies for life. We will work together to determine your risk tolerance, whether or not your portfolio aligns with these needs, and how to pursue your short and long-term goals.

Implement
We diligently screen investments and have access to a full range of investments. Our different strategies help manage risk and volatility. Our ultimate goal is to help you sleep well at night knowing that your financial plan is in good hands. We’ve been through volatile markets and can help guide you through the ups and downs without making emotionally-charged decisions.

Monitor & Adjust
We are always monitoring our clients’ plans and circle back as needed. Life changes and you need a financial plan that evolves as you do.

19230 Stone Oak Parkway Suite 315 San Antonio

Clipper Wealth Management

A comprehensive independent financial planning, retirement and wealth management firm in south/central TX.

Where Do You Want Your Financial Roadmap to Take You?

Just about everyone has a different opinion on how you should invest or manage your money. With so much contradictory advice, you may have a hard time confidently deciding what will work for your personal situation. Every person is unique and has their own definition of financial independence, which means no one financial strategy fits all.

At Clipper Wealth Management, we strive to create a personalized financial roadmap that may guide you toward your desired destination. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies. In all we do, our goal is to humbly serve you by nurturing long-term relationships built on trust and performance.

Why Work With Us?

We are committed to providing a high level of service that stands apart from the rest.

How Do We Work?

Our educational approach takes the mystery out of investing, insurance, estate conservation, and preserving wealth.

What Do We Offer?

We offer comprehensive wealth management and retirement planning strategies.

San Antonio, TX 78247

Covenant Multifamily Offices

We are a team of skilled, multidisciplinary financial advisors driven by an honest passion, deep experience, and an ongoing commitment to helping you achieve your life goals.

What We Do For You

We provide highly personalized counsel and an integrated suite of financial management services so that our clients can maintain their lifestyles, nurture the next generation, and make their personal mark in the community.

1. Financial Planning
2. Investment Management
3. Tax Planning & Preparation
4. Estate Planning
5. Charitable Giving
6. Family Office Services

Our Process

We use our unique Lifestyle. Legacy. Philanthropy.® process to help you define your life goals, determine how best to achieve them, and implement highly personalized strategies to help you create a richer life.

Our Culture

Our unique culture and core values are what set us apart. At Covenant, we strive to humbly provide insightful advice that address the greatest needs of our clients. Possessing a positive attitude and a grateful heart, we view our clients as friends and place their best interest before our own.

4372 N Loop 1604 W, Suite 116 San Antonio

Empower Wealth Advisors

Team Empower works with business owners and entrepreneurs to help make sense of financial issues and simplify wealth management. We pride ourselves on constant and consistent communication, which instills confidence, trust, and a deeper understanding of what is really important in the lives of the entrepreneurs we serve. We’ve built innovative financial planning solutions to fit every stage of the financial planning journey. Being your trusted advisor who knows the values, life experiences, and dreams is the relationship we strive for, to empower your dreams.

Empower Wealth Advisors provides financial planning and personalized wealth management services encompassing the following areas:

Retirement income planning
Family & multigenerational estate planning
Insurance planning (Life & Disability)
Investment analysis and portfolio management
Planning for aging parents (Long-Term Care & Diminished Capacity)
Education planning (529 college savings & 529 pre-paid tuition programs)
Access to Investor360º^® online wealth management tool

Specialized services:

Divorce – This life event is arguably one of the most emotionally difficult and traumatic times in someone’s life. It also tends to derail most financial plans. We can help you address the division of assets, retititling of accounts, splitting IRAs, dividing 401(k)s governed by Qualified Domestic Relations Orders (QDROs), changing of beneficiaries, acquiring life insurance required by the divorce settlement, and managing your investments. We will help make sense of things, get you back on track, and empower you to take control of your financial future.

Life Settlements – When life insurance policies are no longer needed or wanted due to changing financial needs or estate tax laws, it’s important to consider a life settlement payout before cancelling or surrendering a policy. In some cases, a life settlement can mean the difference of thousands of dollars.

San Antonio, TX 78217

Gateway Financial Advisors

My commitment is to help you work towards achieving all your financial goals, provide you with a customized retirement plan while supplying services and products at a “One Stop Financial Planning Shop.”

I have a commitment to excellence in everything I do. I consider it an honor and a privilege to help my clients work towards making sound investment decisions that will contribute toward a secure future. I provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment products and strategies through my affiliation with Cambridge Investment Research, Inc., so I can help protect my client’s lifestyle for a lifetime.

Financial Advice Shouldn’t Be Complicated.

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.

OUR PROCESS

Phase I: Discovery
Phase II: Strategy
Phase III: Implementation
Phase IV: Monitoring and Adjusting

5410 FM 1863 Bulverde

Kraus Capital Management

If the state of your retirement plan is stressing you out, you’re far from alone. In our opinion, most retirement income strategies are all wrong and do not address retirees’ most significant concerns, such as making the money last, taxes, estate planning, or even the best time to draw social security. Whether or not your current plan works is too important to leave to chance. Maybe you’re frustrated with all the choices, financial jargon, and investment products. Perhaps it’s because you don’t know how much you need, how long it will last, and how to take what you’ve saved and convert it into a predictable stream of income over a period that could span years or decades. Retirement is a game-changer, and it requires a different strategy from your working years. We can help. You need a more definitive path – you need more predictable outcomes in your retirement plan focused on the things you can control. So, we have created a simple 3 step process to help get you started:

Discovery

We talk. Either a face to face meeting in our office or something as easy as a 15-minute phone call. It’s just to make sure our services and what you are looking for align together.

Design

Choose a program and build a plan. Are you still working, or are you already retired? Do you work for AT&T or do you work somewhere else?

Deploy

Check it off the to-do list – you have a retirement plan in place.

Our process synchronizes financial planning, investing, and advice to help you stay on track. Imagine entering retirement with a plan in place that tells you exactly where your desired cash flow is going to come from. It makes the transition to retirement less stressful. We also can take care of all the behind-the-scenes work and even direct deposit your retirement paycheck to your bank account as outlined in your plan.

700 E Sonterra Blvd., Suite 1206 San Antoni

PAX Financial Group

With PAX Financial Group, you get full-service advice from fiduciary advisors who are passionate about investing in your life.

WE BELIEVE YOU DESERVE MORE
Wall Street has long catered to the wealthy. And with most brokers compensated with commissions, you may get sold products instead of what’s really in your best interest. Discount brokers and robo-advisors allow us to invest for less, but we still have to battle the emotional mistakes that cause most investors to lose out against the market indexes.

What does work? For most of us, it’s full-service advice. This way, you get:

expert help in managing risk
expert help in managing your investments
coaching to make sure you follow through on what’s needed to achieve your goals.

You are constantly encouraged to save more, spend smart, and prepare for the future…which allows you to create the future you want.

But full-service advice is not usually available or affordable unless you have large accounts.

San Antonio, TX 78232

S. Harris Financial Group

At S. Harris Financial Group, our team takes a holistic approach to help individuals and families define and build legacies by aligning financial assets with family goals and values. In doing so, we prepare our clients for expected and unexpected events in life. We have a personal call to action; we have lived and breathed our own advice. We have experienced life’s great joys: marriage, childbirth, education, and retirement, but we have also experienced life’s most difficult times: a near-death accident, illness, disabilities, death, and divorce; fortunately, we were prepared. With these experiences we are passionate and understand the importance of being prepared for all of life’s events.

OUR PRINCIPLES

Our team brings an unusual blend of experiences and skills to the table. In addition, our approach to wealth management encompasses all aspects of your financial life (investments, retirement, taxes, insurance, and estate planning) through our expertise and by coordinating the efforts and leveraging the expertise of other professionals (CPAs, attorneys, insurance specialists and care specialists) working together on your behalf. Our process, experience and dedication to transparency helps clients create an integrated picture and truly COMPREHEND their own wealth management, thereby becoming a partner in the financial planning experience with S. Harris Financial Group.

INVESTMENT

The financial planning and investment experience of S. Harris Financial Group, an independent Registered Investment Advisor (RIA) whose advisors offer securities through Raymond James Financial Services, Inc., is noted for its distinguished service and deep understanding of each and every client.

4456 Lockhill Selma Road, Suite 101 San Antonio, Texas 78249

The Best Financial Advisors in San Antonio

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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