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Financial Advisor in Sugar Land, Texas

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

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 Sugar Land, Texas
Financial Advisor Office Location Phone Number
Bert Boutte
Edelman Financial Engines, LLC
1600 Highway 6,
Sugarland, TX  77478
(281) 242-1101
Matthew Goff
The Goff Financial Group
11 Greenway Plaza, Suite 1425,
Houston, TX  77046
(713) 850-8900
Brian Mueller
Edelman Financial Engines, LLC
1885 St. James Place,
Houston, TX  77027
(713) 338-3012
Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors, Inc.
4400 Post Oak Pkwy #200,
Houston, TX  77027
(713) 623-6600
Cameron Penney
Penney Financial
2950 North Loop W,
Houston, TX  77092
(713) 300-5165
Dr.Jeff Camarda
Camarda Wealth Advisors, LLC
Serving Houston Metro Area,
Houston, TX  77002
(800) 262-1083
Ben West
Edelman Financial Engines, LLC
7825 N Hwy 6,
Houston, TX  77095
(281) 890-9600
Cimalie Zoy
Edelman Financial Engines, LLC
2600 South Shore Blvd Suite 300,
League City, TX  77573
(713) 877-0200
Robert Fenno
Edelman Financial Engines, LLC
2202 Timberloch Place Suite 100,
The Woodlands, TX  77380
(832) 813-8223
Richard Robie, Founder, President & Wealth Advisor
Retirement Planning & Wealth Management LLC
118 That Way Street,
Lake Jackson, TX  77566
(979) 285-0023

Information on Qualified Financial Advisors in Sugar Land

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# 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# 5233268
FirmCRD# 104510

Compensation/Fee Fee Based Only - No Commissions


Office Location 1885 St. James Place,
Suite 1340,
Houston,
TX 
77027
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# 5781870
FirmCRD# 282084


Office Location 2950 North Loop W,
Suite 500,
Houston,
TX 
77092
Phone Number (713) 3005165

Cameron J. Penney, CFP® is the owner of Penney Financial, a fee-only advisory firm for people who prefer objective financial advice to being sold financial products. Cameron founded Penney Financial in January of 2016, with a goal of providing better quality financial advice at a better cost than the more traditional wealth management firms. Cameron has been named a FIVE Star Wealth Manager (2018) and a Top 100 in Finance (2019) and he has been quoted in leading publications such as CNBC, Money Magazine, Houstonia and FA Magazine. Prior to starting his own firm, Cameron worked exclusively in financial services and wealth management at both small, medium and large institutions. His impressive career can be credited in part to his passion for making a difference in his clients lives. Cameron elaborates, Both the abundance and scarcity of money can be a source of concern and stress, so helping people better steward their resources can allow our clients to lead more fulfilled lives. The confidence clients gain in having us as a strategic partner build and oversee a long-term plan can add significant value. Cameron received his BBA from Baylor University. Outside of the office, he maintains an active profile within the community as a volunteer for his church, supporter of NAPFA, and member of the Garrett Planning Network. Cameron enjoys his free time in the company of his wife, and their two (soon to be 3) children.

About Penney Financial

We are a Houston-based, fee-only financial firm that offers financial advisory services for clients in various life stages. We believe that many Financial Advisors charge too much and provide too little value. Many of our clients are oil and gas employees approaching or in retirement, but we also serve physicians, attorneys, business owners and mid-career professionals. A majority of our clients have a net worth between $2 and $10 million, but we advise clients both above and below that range. Detail-oriented, comprehensive financial planning is a primary core competency, but we also offer cost- effective, long-term asset management for clients with larger portfolio balances ($1+ million).



Qualifications CRD# 1321857
Series 65

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


Office Location Serving Houston Metro Area,
Via Phone or Video Conference Available,
Houston,
TX 
77002
Phone Number (800) 2621083

Dr. Jeff Camarda, one of the Best Financial Advisors in America according to Barrons, has a lifelong passion for wealth creation and conservation. His motivation to become one of the nation's most heavily credentialed wealth professionals comes from his desire to build, protect, and pass on his own family fortune. Entirely self-made, Jeff has amassed substantial personal wealth using his investment, planning, & tax reduction skills. He safeguards this family wealth using the risk control strategies he's developed over decades, and nurtures and protects it for future generations using advanced trust, tax, asset protection and estate planning methods. He is especially passionate about applying these techniques for the clients Camarda Wealth serves. Guiding from successful personal experience, that's real wealth leadership. Besides the Barron's honors, Jeff's also been named one of WORTH Magazine's Top 250 advisors, and has been nationally recognized for decades. In addition to his PhD in financial and retirement planning, he's completed many financial education programs, including the Chartered Financial Analyst (CFA®), Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), Certified Funds Specialist (CFS®), and the Board Certified, Mutual Funds (BCM®) curriculum. He also holds a Master's degree in financial planning (MSFS®), and the E.A. tax expert credential, authorizing him to represent clients before IRS; only E.A.s. CPAs, and attorneys may do so. Jeff's written hundreds of articles and financial reports, whitepapers, and guides, and publishes original financial content in print and video on a regular basis.

About Camarda Wealth Advisors, LLC

Camarda Wealth is nationally recognized and has been advising successful families and managing their portfolios for decades. Beyond CFA®-grade fiduciary fee-only portfolio management, Camarda offers highly credentialed expertise in tax, estate, asset protection, retirement income and other advanced planning. This rare combination of sophisticated knowledge can help families and business owners make and keep far more wealth than may be possible with less capable advisors.Firm leader Jeff Camarda, PhD, CFA®, E.A., has been repeatedly named by Barron's as one of the best financial advisors in America. Barron's calls ranked advisors like Jeff Camarda's the best people in the business and truly great financial advisors and says that they are accepted in the industry as the top 1% who set the highest standards of their profession. He led the successful fight to compel the CFP® Board to require honest disclosure of hidden commissions and other consumer pitfalls, had his advice featured in the Wall Street Journal for years, and quoted as a financial expert in the national press for decades. Camarda Wealth is A+ rated by the Better Business Bureau. Besides Barron's, Jeff and the firm have been regularly top-ranked by notable industry groups such as the National Association of Board Certified Advisory Practices, Bloomberg's Wealth Manager, and others. Dr. Camarda's also an award-winning academic researcher, specializing in advisor education and professionalism, senior financial literacy, and value stock investing. His hobbies include boating, art and antiques. He is active in Boy Scouting at both the unit and regional board levels.



Qualifications CRD# 5165293
FirmCRD# 104510
Series 65

Compensation/Fee Fee Based Only - No Commissions


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

Joined Financial Engines in 2009. Began his career in the financial services industry in 2006. Successfully completed the Series 65 examination(s) administered by FINRA. Earned the CERTIFIED FINANCIAL PLANNERTM (CFP®) and Chartered Mutual Fund CounselorSM (CMFC®) certification(s). Bachelor's degree in Personal Financial Planning from the University of Missouri-Columbia. Hometown is Overland Park, KS.

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# 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 Woman's 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.



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

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# 1387381
FirmCRD# 155344
Series 6, 7, 24, 63

Compensation/Fee I am a fee-based financial professional, Based on Assets, Commissions, Flat Fee


Office Location 118 That Way Street,
Lake Jackson,
TX 
77566
Phone Number (979) 2850023

Richard R. (Dick) Robie, IAR, adds value to his clients by providing a truly objective and completely private wealth management experience. He lives his life based on the five F's: Faith, Family/Friends, Finance, Fitness, and Fun. Dick earned a B.A. in Zoology/Animal Biology from Texas Tech University in 1974 and an M.A. in Health and Physical Education Fitness from the University of Utah in 1977. In 1985 Dick retired from coaching and teaching, and began a career as a financial advisor with IDS Financial Services, now known as American Express Financial Advisors. In 1988 Dick began working for A.G. Edwards & Sons Inc. In 2002, Dick founded Retirement Planning & Wealth Management LLC. Dick is active in his church and community. He is a member of Kairos Prison Ministry, where he spends his free time sharing his faith with the residents of his local prison. Since 1988, Dick has been active in Rotary, serving as past president of Brazosport Rotary and currently as a charter member of Texas Gulf Coast After 5 Rotary. Dick is happiest hiking the mountains with his family, or spending time with his grandchildren. His beloved labrador retrievers are his favorite hobby.

About Retirement Planning & Wealth Management LLC

Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life, and your future. At Retirement Planning & Wealth Management, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them. It's our job to understand the complexities of your situation and our financial plans are designed with your personalized goals in mind. We'll continually evaluate your plan to make sure your financial plan is on track towards your goals and updated as your life changes. You should know what you're paying your advisor and how we apply those fees to your investments. We'll explain our fee structure so you have confidence that you're receiving value from your advisor. After our conversation, your questions will be answered and make sense to you.



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