WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Santa Fe, Texas. 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.
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.
|Qualified Financial Advisors in Santa Fe, Texas|
|Financial Advisor||Office Location||Phone Number|
Retirement Specialist Incorporated
16850 Saturn Lane,
Houston, TX 77058
The Goff Financial Group
11 Greenway Plaza, Suite 1425,
Houston, TX 77046
Edelman Financial Engines, LLC
1600 Highway 6,
Sugar Land, TX 77478
Series 7, 65
Fee Only, Based on Assets, Hourly
16850 Saturn Lane,
TX 77058 Phone Number (281) 4869800
Lawrence Boyles is a well respected financial advisor serving the Houston area. With over 25 years experience, he is skilled in helping his retiree and pre-retiree clients efficiently plan their retirements. Lawrence purchased his first stock while still in junior high school. The investment proved profitable, and the investment bug bit him. Since then, he has honed his skills as an accomplished investor. Today as President and Senior Portfolio Manager, he personally manages all client investment portfolios and works with clients one on one in retirement planning. Lawrence's investment ideas have been quoted in the Wall Street Journal, Investor Journal, the Houston Chronicle, The Houston Business Journal, The Fairfield County Business Journal, KTRH 740AM radio, and local television talk shows. Lawrence is co-author of the book, Enron Proof Your 401(k), Safety Proof Your 401(k) which was released in September, 2018 by Twin Lion Publishing. In 2018 Finance & Wealth International magazine named Lawrence Boyles as the top Retirement Planner in the state of Texas. Lawrence earned a Bachelor's of Science degree in Mechanical Engineering from the Ohio State University in 1986. He became a licensed Registered Investment Advisor in 1996. He and his late wife founded the firm of Retirement Specialists Incorporated in order to provide independent, objective, fee-only investment advice. Lawrence resides in Houston, TX and in his spare time enjoys reading and gardening.
Retirement Specialists Incorporated is a fee-only, investment advisory firm located in Houston, Texas. The firm specializes in Planning for Retirement, helping you understand your 401(k), pension, thrift savings plan, 403(b), 457, and IRAs; obtaining early retirement using your 401(k), IRAs, Net Unrealized Appreciation (NUA) of company stock, 403(b), 457, or Federal Thrift Savings Plan (TSP); getting your maximum pension; 401(k) Rollovers, and receiving early payout through 72t's. The firm also specializes in managing retirement portfolios. Through putting clients interests first, excellent service, objective advice, and an outstanding reputation for trustworthiness, the team has built a client base that has expanded through referrals from satisfied clients. Lawrence Boyles is the co-author of the book, Enron Proof Your 401(k), Safety Proof Your 401(k).
Fee Only, Based on Assets, Flat Fee, Hourly
11 Greenway Plaza, Suite 1425,
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.
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.
Series 65, 66
1600 Highway 6,
TX 77478 Phone Number (281) 2101349
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.
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.
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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?