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Find Top Financial Advisors in Lufkin, Texas

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Lufkin, Texas
Last Updated - 28-Nov-2022

Lufkin has 2 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 13 non-vetted advisors in your local area. These financial advisors in Lufkin, Texas have an average of 14 years of experience.

NOTE: The list of financial advisors in Lufkin, Texas mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Lufkin, Texas.

Qualified Financial Advisors in Lufkin, Texas
Financial Advisor Experience AUM Minimum Assets Fee Structure
Tim W. Geisbauer
CFP®
GEISBAUER WEALTH MANAGEMENT
212 S. Timberland Drive,
Suite L,
Lufkin, TX 75901
17 Not Specified 25,000 Fee-Based
Taylor Kovar
CFP®
KOVAR WEALTH MANAGEMENT
2000 Tulane Drive,
Lufkin, TX 75901
12 Not Specified Not Specified Fee-Only

Information on Qualified Financial Advisors in Lufkin

Qualifications CRD# 4799605
Firm CRD# 4799605
Series 7, 24, 66

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


Office Location 212 S. Timberland Drive,
Suite L,
Lufkin,
TX
75901
Phone Number 936-219-5022

Tim Geisbauer is Founder of Geisbauer Wealth Management, a comprehensive wealth planning firm. Tim has been helping individuals and their families create strategies that see to maximize their personal wealth and attain financial confidence for over 17 years. He is a Certified Financial Planner professional and a Registered Principal working through LPL Financial, a registered broker dealer. Tim strives to be your most trusted advisor through his hard work, loyalty, and availability of professional resources. He is a committed partner in helping clients work towards what is meaningful in their lives. He is completely independent and this ensures he has the freedom to act in your best interest through an advisory relationship.
Tim believes the best way to pursue financial success is to embrace a life-long financial plan coupled with proper investment risk management. Tim's ultimate goal is to protect your money during times of anticipated negative volatility so there is capital to invest when new opportunities present themselves. Tim has a Bachelor of Arts degree in Economics from California State University at Northridge and a Masters of Business Administration in Financial Planning from California Lutheran University. He also holds the FINRA series 7, 66, and 24 securities registrations through LPL Financial.
Tim, his wife Carrie, and their sons Logan and Luke reside in Lufkin Texas with their retired guide dog breeder Bea.

About Geisbauer Wealth Management

Our goal at Geisbauer Wealth Management is to be your most trusted partner through our professional knowledge, our integrity and our personalized service. We are completely independent and this ensures our advisors will always have the freedom as they continually strive to act in your best interest. Managing risks, low investment costs and competitive return potential. We do this through a variety of features that can be of great benefit to investors like you: Extensive Diversification - Instead of holding only some stocks and bonds, your portfolio will feature thousands of securities from as many as 19 separate asset classes and market sectors. This investment strategy helps manage risks as part of our goal to help you to earn more competitive returns. Independent Research - Our investment process leverages well over 100 years of collective investment management expertise on the part of our research partner, LPL Financial, and is founded on the premise that sound science backed by decades of academic research offers the smartest approach to investing. Account Protection - The LPL Financial SIPC membership provides account protection up to a maximum of $500,000 per customer, of which $100,000 may be in cash. For an explanatory brochure, please visit www.sipc.org. Additionally, through London Insurers, LPL Financial accounts have additional securities protection to cover the net equity of customer accounts up to an overall aggregate firm limit of $575,000,000, subject to conditions and limitations. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. LPL Financial and Geisbauer Wealth Management do not offer tax or legal services.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 6112979
Firm CRD# 174569

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


Office Location 2000 Tulane Drive,
Lufkin,
TX
75901
Phone Number 936-647-1170

Before becoming the founder and CEO of Kovar Wealth Management in Lufkin, Texas in 2015, Taylor Kovar found successful careers as a healthcare technology executive, and later, as an investment advisor at Merrill Lynch. Throughout his entrepreneurial journey, Taylor has been blessed with the ability to create or invest in companies that bring hope to others; particularly, his 2017 acquisition of a Texas-based pediatric home health company, in which his four years of management created incredible growth and success for the business, patients, and families alike. He and his wife, Megan (who is also his high school sweetheart), have experience working with families and newlyweds and have seen firsthand how money can affect a marriage. From this, the Kovars were entrusted with The Money Couple brand to help others avoid divorce and overcome financial struggles with various resources. Work has never unseeded family as Taylor's top priority. Of all the titles, his favorites are 'Husband' and 'Dad'. The Kovars are raising three precious kids together, instilling in them the same values and concepts that Taylor cultivates in his professional life. Driven by an undeniable passion for fulfilling the lives of others, Taylor has been known to create free resources for his staff in areas like financial management, investing, relationships, and travel. His servant's heart lifestyle has made him a trusted advisor to individuals and businesses across the globe. To learn more about implementing the right tools and financial resources into your marriage, find Taylor at TheMoneyCouple.com and TheMillionaireMarriage.com.

About Kovar Wealth Management

Let us take you to unexpected places. At Kovar Wealth Management, we provide exclusive, quality personal branding, investment management, and financial planning services to those seeking to establish a signature presence. With techniques and campaigns tailored to your unique goals, we provide unparalleled partnership in all business and investing endeavors.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


List of Additional Advisors in Lufkin, Texas*

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Frank Ball, Washington National Agent
Inquire with Frank
7 Lakewood Court, Lufkin, TX  75901 210-237-8110
Chance Richey, Washington National Agent
Inquire with Chance
513 Jefferson Ave, Lufkin, TX  75901 936-404-0662
Zachary Richey, Washington National Agent
Inquire with Zachary
1135 Foster Rd, Lufkin, TX  75904 936-208-6503
Edward Jones
Inquire with Edward
204 Christie St, Lufkin, TX  75904 936-634-4611
Edward Jones
Inquire with Edward
2003 Tulane Dr, Lufkin, TX  75901 936-632-4775
Edward Jones
Inquire with Edward
321 South First, Lufkin, TX  75901 936-634-6116
Edward Jones
Inquire with Edward
1607 West Frank Ave, Suite 105, Lufkin, TX  75904 936-634-4628
Edward Jones
Inquire with Edward
204 Christie St, Lufkin, TX  75904 936-634-4611
Edward Jones
Inquire with Edward
2610 S John Redditt Dr, Lufkin, TX  75904 936-465-9590
Edward Jones
Inquire with Edward
1318 S John Redditt Drive, Suite B, Lufkin, TX  75904 936-632-9703
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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?