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Find Top Financial Advisors in Magnolia


WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Magnolia. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.

Qualifications of Financial Advisor in Magnolia

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Financial Advisors in Magnolia, Texas
Financial Advisor Office Location Phone Number
Robert Fenno,
Edelman Financial Engines, LLC
2202 Timberloch Place Suite 100,
The Woodlands, TX  77380
7825 N Hwy 6,
Houston, TX  77095
(832) 813-8223
(281) 890-9600
Brian Mueller,
Edelman Financial Engines, LLC
1885 St. James Place,
Houston, TX  77056
(713) 338-3012
Financial Synergies Wealth Advisors,
Financial Synergies Wealth Advisors, Inc.
4400 Post Oak Pkwy #200,
Houston, TX  77027
(713) 623-6600
Matthew Goff,
The Goff Financial Group
11 Greenway Plaza, Suite 1425,
Houston, TX  77046
(713) 850-8900
Bert Boutte,
Edelman Financial Engines, LLC
1600 Highway 6,
Sugarland, TX  77478
(281) 242-1101
Wade Smith,
SMITH & Wyatt
1716 Briarcrest Dr, Suite 300,
Bryan, TX  77802
(979) 431-5440
Cimalie Zoy,
Edelman Financial Engines, LLC
2600 South Shore Blvd Suite 300,
League City, TX  77573
(713) 877-0200

Information on Qualified Financial Advisors in Magnolia

Qualifications CRD# 4947700
FirmCRD# 104510
Series 7, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 2202 Timberloch Place Suite 100,
The Woodlands,
TX 
77380
Phone Number (832) 8138223

Office Location 7825 N Hwy 6,
Suite 110,
Houston,TX  77095
Phone Number (281) 8909600

Joined Edelman Financial Engines in 2013. Began his career in the financial services industry in 2005. Successfully completed the Series 7 and 66 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Bachelor's degree in Business Administration from Sam Houston State University. Married with two children. Robert enjoys sports, music, and spending time with his family.

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# 5233268
FirmCRD# 104510

Compensation/Fee Fee Based Only - No Commissions


Office Location 1885 St. James Place,
Suite 1340,
Houston,
TX 
77056
Phone Number (713) 3383012

Joined Edelman Financial Engines in 2016. Began his career in the financial services industry in 2007. Bachelor's degree in Computer Engineering from the Texas A&M University.

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# 105643
FirmCRD# 105643
Series 7, 65

Compensation/Fee I am a Fee-Only financial professional, Based on Assets


Office Location 4400 Post Oak Pkwy #200,
Houston,
TX 
77027
Phone Number (713) 6236600

Financial Synergies is a fee-only Financial Advisor located in Houston, Texas. For more than thirty years we’ve been serving the financial needs of individuals, families, and businesses from around the world. When we take on new clients they become part of our extended family, and in the past three decades we’ve developed multi-generational relationships with many of them. Our primary goal is to simplify your financial life. Our Certified Financial Planner™ professionals and advisors combine investment management and holistic planning to provide total wealth management for our clients. Together, we’ll construct a financial game plan and investment strategy to meet your goals, and give you greater confidence in your future.

About Financial Synergies Wealth Advisors, Inc.

Financial Synergies is a fee-only Financial Advisor located in Houston, Texas. We provide comprehensive financial planning and investment management services. For more than thirty years we've been serving the financial needs of individuals, families, and businesses from around the world. When we take on new clients they become part of our extended family, and in the past three decades we've developed multi-generational relationships with many of them. We are formally structured as an independent Registered Investment Advisor, and we adhere to the highest fiduciary standard. Our clients' interests are our top priority. We work on a fee-only basis and do not sell commission-based products. This enables us to be objective and free from conflicts of interest when making recommendations to clients. Our Advantage Fee-only: We are paid only by our clients. Most firms in our industry operate on a commission-based or fee-based approach. Commission-based firms get paid on the financial products they sell, and fee-based firms combine commissions and fees. There are huge conflicts of interest when advisors get paid by the product company providers. We simply do not engage in this. Fiduciary: We took a Fiduciary oath to act in the best interests of our clients at all times. Holistic: We look at your whole picture. We don't just manage money. We provide comprehensive financial planning and investment management to create a total wealth management experience for our clients. Boutique: We are a highly specialized financial advisory firm offering customized services, and our clients experience a high-touch relationship.



Qualifications CRD# 114796
FirmCRD# 114796

Compensation/Fee I am a fee-only financial professional, Based on Assets, Flat Fee, Hourly


Office Location 11 Greenway Plaza, Suite 1425,
Houston,
TX 
77046
Phone Number (713) 8508900

Matthew Goff is the founder and Chief Investment Officer of the Goff Financial Group, an SEC registered investment advisory company which manages over $285 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.



Qualifications CRD# 4984482
FirmCRD# 104510
Series 7, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 1600 Highway 6,
Suite 170,
Sugarland,
TX 
77478
Phone Number (281) 2421101

Joined Edelman Financial Engines in 2015. Began his career in the financial services industry in 2005. Successfully completed the Series 7 and 66 examination(s) administered by FINRA. Bachelor's degree in Advertising and Marketing from the University of Louisiana at Lafayette. Hometown is New Iberia, LA, where Tabasco is made. Bert enjoys riding his mountain bike.

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# 6017936
Series 65

Compensation/Fee I am a Fee-Based financial professional, Based on Assets


Office Location 1716 Briarcrest Dr, Suite 300,
Bryan,
TX 
77802
Phone Number (979) 4315440

Who Am I? You probably have people helping you with your investments, legal matters, and taxes....but who makes sure you are getting all the benefits you're owed? I do. My name is Wade Smith. I scour Federal, State, local and corporate data bases to find benefits you are owed...but NOT receiving. It's what I do. I got into this business to fill a void I noticed after the passing of my grandparents years ago. Seeing the issues my parents had to deal with then left me feeling that there were lots of financial salespeople but not many true advisors making sure people were getting all the available benefits that they had worked hard for. I use the skills I gained from my Bachelor's and Master's degrees from Texas A&M and the Mays School of Business to help people get all the benefits that they are owed. I live on the outskirts of Bryan with my wife Lynn and our twin daughters Alex and Reagan. We are actively involved in our church, support local charities and want to live in a world where people feel secure¦ get the lifestyle they deserve and are able to wake up every day worry-free.

About SMITH & Wyatt

You're looking for answers... clear and simple answers WITHOUT someone trying to sell you something. Is that too much to ask? Nope, it's actually a smart way to approach anything as important as your hard-earned money. If that's you, then that's me.



Qualifications CRD# 4097118
FirmCRD# 104510
Series 7, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 2600 South Shore Blvd Suite 300,
League City,
TX 
77573
Phone Number (713) 8770200

Joined Edelman Financial Engines in 2015. Began her career in the financial services industry in 1997. Successfully completed the Series 7 and 66 examination(s) administered by FINRA. Earned the CERTIFIED FINANCIAL PLANNERTM (CFP®) certification(s). Master's degree in Management and Finance from the A.B. Freeman School of Business, Tulane University and Bachelor's degree in Sociology from the University of Texas at Austin.Cimalie enjoys travel, scuba diving, boating, and volunteering with the Womans Resource of Greater Houston to teach financial literacy. and serves on their finance committee.

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.