wiseradvisor

Find Top Financial Advisors in Spring, Texas

Advisor Match

WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Spring, 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.

Qualifications of Financial Advisors in Spring

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 Spring, Texas
Financial Advisor Office Location Phone Number
Randy Thompson M.B.A.
Copper Mountain Capital
5625 Cypress Creek Pkwy Suite 419,
Houston, TX  77069
(832) 756-2142
Matthew Goff
The Goff Financial Group
11 Greenway Plaza, Suite 1425,
Houston, TX  77046
(713) 850-8900
Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors, Inc.
4400 Post Oak Pkwy #200,
Houston, TX  77027
(713) 623-6600

Information on Qualified Financial Advisors in Spring

Qualifications CRD# 4627139
FirmCRD# 124583
Series 6, 7, 66


Office Location 5625 Cypress Creek Pkwy Suite 419,
Houston,
TX 
77069
Phone Number (832) 7562142

Randy holds a Masters degree in Business Administration from the Wharton School of Business at the University of Pennsylvania and graduated Magna Cum Laude with a Bachelors degree in economics from the University of Colorado. His senior thesis was published in the American Economic Review. Since 2009, he has done extensive economic development work in Haiti, starting a micro finance program, a coffee co-op and a hens business. He is active in John Wesley United Methodist Church, Northwest Assistance Ministries, and Rotary International. Randy also serves as a trustee for the Retina Research Foundation, advises the $75 million Permanent Endowment Fund of Moody United Methodist Church and is past President of the Board of Pure Water for the World, an organization dedicated to bringing clean water to the worldÂ’s needy. In 2015, Randy was a finalist for the Global Community Impact award from the Invest in Others Charitable Foundation. He and his wife Amy reside in Spring, Texas. They have two adult children

About Copper Mountain Capital

My passion is to help people create and defend their wealth. I enjoy working in partnership with my clients to bring creative financial design ideas to the table in the areas of investment, estate, retirement and business owner planning while using tax reduction strategies necessary for wealth management. I am a student of the financial markets and use my experience plus state of the art evaluation tools to help solve my client's financial problems and help them toward a brighter financial future. Randy specializes in service to professionals, foundations, retirees and owners of privately owned businesses in the areas of investment, retirement and estate planning, wealth creation and wealth preservation. His work includes identifying and resolving complex financial planning problems which help his clients toward achieving their financial objectives. He oversees client assets in excess of $130 million. Prior to founding Copper Mountain Capital, Randy has spent over 15 years serving clients at Lincoln Financial Advisors and has managed investment portfolios as large as $1.5 billion. Randy holds a Masters degree in Business Administration from the Wharton School of Business at the University of Pennsylvania and graduated Magna Cum Laude with a Bachelors degree in economics from the University of Colorado. Securities offered through J.W.Cole Financial, Inc.(JWC) Member FINRA/SIPC. Advisory services offered through J.W.Cole Advisors, Inc. (JWCA). JWC/JWCA and Copper Mountain Capital are unaffiliated entities



Qualifications CRD# 114796
FirmCRD# 114796

Compensation/Fee Fee Only, 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# 105643
FirmCRD# 105643
Series 7, 65

Compensation/Fee Fee Only, 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 PlannerTM 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.



List of Additional Financial Advisors in or around Spring, Texas
Financial Advisor Office Location Phone Number
Chad McLane
The Planners Network Inc
14015 Park Dr. #109,
Tomball, TX  77377
(281) 357-0874
Daniel Ure
McLane Advisors
14015 Park Dr. #109,
Tomball, TX  77377
(800) 204-6020
James Schulmire
The Planners Network Inc
14015 Park Dr. #111,
Tomball, TX  77377
(281) 357-0800
Matthew McLane
The Planners Network Inc
14015 Park Dr. #111,
Tomball, TX  77377
(281) 357-0800
Todd McLane
McLane Advisors
14015 Park Dr.,
Tomball, TX  77377
(800) 204-6020

Information on Additional Financial Advisors in or around Spring, Texas

Chad McLane

The Planners Network Inc

Tel: (281) 3570874
14015 Park Dr. #109,
Tomball,
TX 
77377


Daniel Ure

McLane Advisors

Tel: (800) 2046020
14015 Park Dr. #109,
Tomball,
TX 
77377


James Schulmire

The Planners Network Inc

Tel: (281) 3570800
14015 Park Dr. #111,
Tomball,
TX 
77377


Matthew McLane

The Planners Network Inc

Tel: (281) 3570800
14015 Park Dr. #111,
Tomball,
TX 
77377


Todd McLane

McLane Advisors

Tel: (800) 2046020
14015 Park Dr.,
Tomball,
TX 
77377


Talk to an advisor
  • Find pre-screened advisors
  • Review matched profiles
  • Receive free consultation

Are You A Financial Advisor
in Texas?

Grow your AUM with pre-qualified leads!

join-wiseradvisor-
FREE GUIDE

Our guide will help you select the most qualified financial advisor for your needs.

DOWNLOAD Your Free Copy

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?