WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Sugar Land, 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 Sugar Land, Texas|
|Financial Advisor||Office Location||Phone Number|
J Martin Financial Services
10707 Corporate Drive,
Stafford, TX 77477
The Goff Financial Group
11 Greenway Plaza, Suite 1425,
Houston, TX 77046
|Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors, Inc.
4400 Post Oak Pkwy #200,
Houston, TX 77027
Fee-Based (Fee and Commissions), Based on Assets
10707 Corporate Drive,
TX 77477 Phone Number (832) 5320596
Joey S. Martin was born in St. Vincent, BWI but grew up in St. Croix, USVI. He enlisted in the United States Marine Corps after high school and earned a commission as a Second Lieutenant upon graduation from college. Upon retiring from the Marine Corps in December 2011, he served as a High School MCJROTC Instructor for a year before joining the financial services industry. In September 2013, Joey became an independent broker/agent with Capital Choice Financial Group. He subsequently founded J Martin Financial Group in July 2017 and relocated the company to Stafford, TX in Jan 2019. Joey offers securities and investment advisory services through GWN SECURITIES, INC., member FINRA/SIPC. Joey is a member of the International Association of Registered Financial Consultants (IARFC) and holds the Registered Financial Consultant (RFC®) designation.
Joey S. Martin, a retired Marine Corps Aviator, is the founder and managing member of J Martin Financial Service, LLC. The Mission of J Martin Fiancial Services, LLC. is to educate, empower and assist our clients to achieve financial Wellness. From client intake to periodic client account reviews, our firm's client centric processes and procedures ensure that our clients' financial goals are the focus of everything we do. As an Investment Advisor Representative with GWN SECURITIES, INC., we provide a unique blend of professional Advisory Wealth Management programs including a number of America's top named money managers. One of the foundations of our Advisory Wealth Management service is our Multiple Asset Manager Program (MAP), which adds more diversification than a number of Third Party Asset Manager (TPAM) services. This program is available for all investment account types (403(b)(7), IRA, 457(b), 401(a), Individual, Joint Trust etc.). GWN SECURITIES, INC's platform is a fully diverse across a number of trading platforms to provide Strategic Solutions, Advisor Direct Solutions and Custom Portfolio Solutions. In addition, we offers dozens of Direct Third Party Manager Programs should a TPAM prove to be the appropriate solution. Our process starts with gaining an understanding of the client's financial goals. We analyze the client's relevant financial data to pinpoint current financial position and goal feasibility then we recommend investment solutions that are in the best interest of the client. Upon implementation of the solution, we manage the client's account and provide periodic review feedback and updates.
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 7, 65
Fee Only, Based on Assets
4400 Post Oak Pkwy #200,
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.
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.
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?