Find Top Financial Advisors in Bay City, Texas

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Qualifications of Financial Advisors in Bay City

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Qualified Financial Advisors in Bay City, Texas
Financial Advisor Office Location Phone Number
Chance Vogel
Edelman Financial Engines, LLC
1650 Highway 6 South,,
Sugar Land, TX 77478
Matthew Goff
The Goff Financial Group
11 Greenway Plaza, Suite 1425,
Houston, TX 77046
Paul Culbertson
Allworth Financial
1800 West Loop South, Suite 1980,
Houston, TX 77027
Adam Lampe
Mint Wealth Management
12807 Haynes Road, Building H,
Houston, TX 77066

Information on Qualified Financial Advisors in Bay City

Qualifications CRD# 2800255
FirmCRD# 104510
Series 65, 66

Compensation/Fee Fee-Based

Office Location 1650 Highway 6 South,,
Suite 100,
Sugar Land,
Phone Number 281-207-2124

I began my financial services career in 1996. I have always focused on educating my clients about the complexities of retirement planning. I specialize in assisting my clients to define their needs and developing a long-term investment strategy to help them achieve their goals.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.

Qualifications CRD# 2390431
FirmCRD# 114796

Compensation/Fee Fee Only, Based on Assets, Flat Fee, Hourly

Office Location 11 Greenway Plaza, Suite 1425,
Phone Number 713-850-8900

Matthew Goff is the founder and Chief Investment Officer of the Goff Financial Group, an SEC registered investment advisory company which manages over $380 million in private accounts. After graduating from the University of Texas in Austin with a major in finance, Matt began his career in financial services working on fixed income portfolios at Lehman Brothers in 1993. His company manages portfolios for individuals, couples, trusts, retirement plans and corporations. For four consecutive years Mr. Goff has been included in the Five Star Award Professionals list as featured in Texas Monthly Magazine. He has also been rated as a Five Star advisor by the Paladin Registry since 2006. Matt is also an active member of the National Association of Personal Financial Advisors (NAPFA), the country's leading professional association of fee-only financial advisors.

About The Goff Financial Group

Your financial goals are our highest priority. We provide the peace of mind that comes with knowing you have entrusted your financial future to a firm that will always place your interests first. Unlike many other firms, all of our services are provided on a fee-only basis, we have a FIDUCIARY DUTY to put your interests first, and you always have direct access to the investment manager for your accounts as opposed to a sales agent.We have the knowledge, experience and integrity to help you achieve what is most important to you including financial independence, a secure and comfortable retirement, college education for your children, travel and a second home.

Advisory Services Provided

Portfolio Management, Retirement Planning, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals

Qualifications CRD# 5417086
FirmCRD# 111167

Compensation/Fee Fee-Based

Office Location 1800 West Loop South, Suite 1980,
Phone Number 888-242-6766

Paul Culbertson is a CERTIFIED FINANCIAL PLANNER" professional in Allworth's Houston, Texas, office. The holder of a Bachelor of Arts degree in Economics from the University of Texas at Austin, when it comes to the importance of planning for the future, Paul said: "I am passionate about educating clients about personal finance, empowering them with the confidence they need to achieve their financial goals. Because I believe that the earlier one learns about money and the importance of planning, the better, I also work and volunteer with students in our community, teaching them financial literacy concepts." In his spare time, Paul enjoys traveling, cooking, and spending time with his wife and twin daughters at the family home in Houston.

About Allworth Financial

Based out of Sacramento, California, Allworth Financial is an independent financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement. The firm, which was founded in 1993, has grown to serve more than 12,000 clients and manages over $10 billion in client assets.

Advisory Services Provided

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts

Qualifications CRD# 4929585
FirmCRD# 23131
Series 7, 66

Compensation/Fee Fee-Based, Based on Assets, Flat Fee

Office Location 12807 Haynes Road, Building H,
Phone Number 281-970-4200

For over 14 years, Adam Lampe has helped high net worth individuals, affluent families, foundations, and institutions work toward their financial goals through holistic financial planning. As the CEO & Co-Founder of Mint Wealth Management, formerly Lampe & Son Wealth Management, he leads all development efforts within the firm. Alongside his extensive work serving clients, Adam also teaches retirement planning courses through Lone Star College and Prairie View A&M University satellite campuses around Houston. Adam graduated #1 in his class with Honors from Texas Tech University, where he earned a Bachelor of Science Degree in Personal Financial Planning. This program through Texas Tech has received an abundance of praise, including being considered a Top 5 school by Investopedia (source), and one of the most influential programs by Financial Planning Magazine (source). Before forming Mint Wealth Management with his father in 2005, Adam worked at a fee only firm which served an exclusive group of high net worth individuals. In this role, he was required to do extensive research for senior partners within the firm and develop financial plans for CEOs of various oil companies. Adam was named One of the Best Wealth Managers in Client Satisfaction by Texas monthly in 2014, 2015, 2016, 2017 and 2018*. Though if he had to choose what he considers his biggest accomplishment, he would say marrying Christa Kay. Adam currently resides in Cypress, Texas with his wife and his two children: Carson Michael, and Scarlet Kay. He loves spending time with his family and friends, enjoys a good hunting or fishing trip, traveling, and Big 12 football (though he will happily go to any sporting event). He is also active within his community and his church.

About Mint Wealth Management

Our mission is simple: Advocate for your success. We believe that offering comprehensive total solutions for your personal and financial needs will help you reach your goals. We do this through employing advisors who've graduated from one of the Top Financial Planning Programs in the Nation (source), and also through connecting you to quality services such as business professionals. With us, you not only have a plan, but a team that's ready to answer all your questions. Our team is comprised of experts that maintain a fiduciary relationship with their clients. As fiduciaries, your needs will always come before our own, and we will always act in your best interest. In achieving our mission, we conduct business in a way that ensures your needs are aligned with our professionals, so that you can receive the best possible service. This isn't just talk, though. Our advisors have been recognized by Texas Monthly as one of the Best Wealth Managers in Client Satisfaction for the last 7 years.

* Additional advisor listing is provided in partnership with Yext

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Frequently Asked Questions

Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?