Find Top Financial Advisors in Kyle, Texas

Jerry serves as an investment advisor at Beck Capital Management (BCM), guiding his clients to their appropriate portfolio type, as well as providing a financial plan that will keep them on track to meet their goals. Jerry joined Frank Beck and his predecessor company, Capital Financial Group, in 1997. Prior to joining Frank, he spent 11 years in the financial services industry. First, managing his own insurance agency, and then as the Area Director of the city of Austins Deferred Compensation Plan. The transition to BCM allowed him to continue serving his client base by shifting the focus to their post-retirement investment and planning needs.

At BCM, we employ an investment philosophy based on Sector Rotation, a strategy that allows us to focus on specific industries while avoiding the sectors of the market that are out of favor. This stands in direct contrast to the cookie-cutter approach of investing in a basket of mutual funds and/or exchange-traded funds (ETFs). The portfolios at BCM are custom-tailored to the individual and are aligned with their specific tolerances to risk and volatility. All investment decisions are made in-house, which avoids the typical layering of investment fees.

There is no doubt that next to marrying his lovely bride of 23 years, Janet, this was easily the best decision he ever made. Besides spending time with Janet and his five grandchildren, Jerry loves exploring the Austin culinary scene and a good round of golf when he can fit one in.

Jerry McIlhon is a registered investment advisor who is a 29 year veteran in the financial industry.

Fee-based RIA, provides wealth consultant and investment advisory services.

Click on our website to view our investment philosophy and personnel.

A CERTIFIED FINANCIAL PLANNER professional with over 25 years of experience, Scott helps to coordinate his clients' financial lives and assist them in making smart decisions within the areas of investments, retirement planning, insurance strategies, tax minimization, and estate planning.

Scott's career in finance began in 1982 at an east coast-based brokerage firm. He has worked as a financial planner for a small boutique CPA firm and as a wealth manager for a large Registered Investment Advisory. He is the past Chairperson for the Texas Study Group of the National Association of Professional Financial Advisors. Working for WorthPointe aligned strongly with Scott's values, as he believes in putting the interests of his client first and customizing financial plans to each client.

Our intention is to provide our clients with diversified, cost-efficient and tax-aware investments. We are not paid to sell products that may not be the best fit for your investment plan. We believe the returns on your investments should be risk-assessed and evaluated based on your individual risk tolerance. At the end of the day, you should feel confident that your wealth is working for you.

Benjamin founded Comal Wealth Management in 2020 with a focus on delivering a high-touch client experience. Benjamin is a Certified Financial PlannerTM practitioner with over 16 years of wealth management experience. He services clients in the New Braunfels, TX community who are approaching retirement.

Benjamin is a retirement and tax planning expert. He is passionate about helping you find your unique path to a successful retirement and helping you maintain your desired lifestyle once retired.

Prior to Comal Wealth Management, Benjamin spent 11 years working for USAA as a financial advisor and wealth manager. In 2013, he was one of the youngest advisors promoted to Wealth Manager and was tasked with leading the Wealth Management offering in El Paso, TX. After 3 years in El Paso, he joined the Austin, TX Wealth Management team to serve the Central Texas community.

Previously, he earned his undergraduate degree in Personal Financial Planning from Texas Tech University, which is widely considered the top program in the country. In addition, he earned his MBA from Colorado State University.

He is a born-and-raised Texan and has called New Braunfels, TX home since 2018.

In his free time, he loves to travel with his wife Brooke, preferably somewhere with beaches and palm trees.

He offers a free Retirement Readiness Review for prospective clients.

Comal Wealth Management is a modern wealth management and financial planning firm based in New Braunfels, TX.

We serve clients that are approaching retirement, value expert advice and have diligently invested $500,000+ towards retirement. Our aim is to help you save time, invest wisely, reduce taxes and retire successfully.

We offer a free Retirement Readiness Review for prospective clients.

FEE ONLY - As a fee-only financial advisor, we are compensated solely by the client, without receiving commissions or other incentives from financial product providers, ensuring unbiased financial advice tailored to our client's needs.

FIDUCIARY - As a fiduciary financial advisor, we are ethically and legally bound to act in our clients' best interest. We provide advice based on what we believe to be in the best long-term interest of our clients.

PREMIER SERVICE: As advisors, we have a responsibility to not only react to our clients needs, but to proactively communicate and deliver an incredible experience overall. We are committed to service of the highest tier, without exception.

VALUE-DRIVEN: The pursuit of financial value should be relentless, and we strive constantly to identify multiple areas of financial gain for our clients. Because investment portfolios are not the sole driver of financial rewards, we seek to identify measurable value beyond investment returns for optimal success and goal attainment.

Manny Gonzalez, CFP® is a financial planner with over 14 years of experience and the founder of Gonzalez Wealth Team at SageSpring Wealth Partners, an independent fiduciary wealth management firm. He works with individuals and families who have accumulated meaningful wealth and are seeking a trusted professional to help them manage complexity, reduce risk, and make confident long-term decisions. Manny specializes in comprehensive wealth management, integrating investment management, financial planning, tax-aware strategies, and estate planning coordination into a cohesive, forward-looking strategy. His clients value having a single point of contact who understands the full picture  not just their portfolio, but their family, priorities, and long-term legacy. His philosophy is rooted in the belief that financial planning is about more than numbers; its about people, priorities, and peace of mind. Mannys approach is proactive, disciplined, and thoughtfully customized to each clients circumstances. As an independent advisor, he is not limited to proprietary products or a single investment platform, allowing him to implement a broad range of strategies and adapt as markets and life evolve. Equally important is the client experience. Manny believes great service means being accessible, responsive, and clear  especially during moments that matter most. He is committed to creating an environment where clients feel supported, informed, and confident as they navigate important financial decisions. Family plays a central role in Mannys life and work. Inspired by the opportunities created by his father and grandfather, he is deeply committed to helping clients protect what theyve built and transfer wealth with intention and clarity. Manny lives in New Braunfels with his wife and two boys and works with clients both locally and virtually. Outside the office, he enjoys golf, fishing, staying active, traveling, classic cars, and coaching his kids sports teams.

As a comprehensive planning-based financial advisory firm, we take a holistic approach to financial advice and tailor our counsel to help you meet your personal goals and assist in building a life of wealth and long-lasting financial independence. Distinctly principled, we are committed and accountable to your values. We educate you along the way to building a life of wealth, so you can focus on what is important - personally, spiritually, and professionally.