Search Results
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1
Byrd Capital Market Advisers, Inc.
Arlington,
TX
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning
Portfolio requirement: $500,000
We provide comprehensive Asset and Wealth Management as well as Financial Life Planning services. We are a Fee-Only Firm that specializes in working with private individuals and families in Texas. NEW CLIENT minimum portfolio size = $500,000...
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2
Certified Financial Strategies Corporation
Dallas,
TX
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning
Portfolio requirement: $250,000
**NAPFA Member** We have an extensive tax background and focus to help our clients to reduce their tax burden through strategic financial planning and investment management. NEW CLIENT minimum portfolio size = $250,000...
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3
Schlindwein Associates, LLC
Dallas,
TX
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings
Portfolio requirement: $500,000
Schlindwein Associates is a Registered Investment Advisor (RIA) with offices in Chicago and Dallas. We act as a fiduciary, and our decisions are solely based on what is best for our clients. Our NEW CLIENT minimum portfolio size = $500,000...
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4
Sweetwater Financial Advisors, LLC
Sugar Land,
TX
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings
Portfolio requirement: $500,000
We employ a broadly diversified investment approach, capitalizing on the strengths and performance of the world's foremost money managers. Our NEW CLIENT minimum portfolio size = $500,000...
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5
Team Financial Strategies
Abilene,
TX
Services offered: Money Management, Retirement Planning, Estate Planning, 529 College Savings, 401K to IRA Rollover
Portfolio requirement: $100,000
**NAPFA Member** We are a Fee-Only firm that believes a comprehensive financial plan is one that includes: cash flow/budget analysis, retirement, insurance, estate and investment plans. Our NEW CLIENT minimum portfolio size = $100,000...
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6
Global Wealth Advisors
Dallas,
TX
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings
Portfolio requirement: $100,000
We are an independent group of financial professionals dedicated to helping our clients reach their objectives through comprehensive wealth management and financial planning. NEW CLIENT minimum portfolio size = $100,000…
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7
Posey Capital Management Inc.
Houston,
TX
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings
Portfolio requirement: $3,000,000
We care passionately about helping you make the best possible use of your money. We can help you grow your portfolio, protect your assets, and make wise decisions about retirement and estate planning. NEW CLIENT minimum portfolio size = $3,000,000...
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8
Living Water Capital Management, LLC
Austin,
TX
Services offered: Money Management
Portfolio requirement: $1,000,000
We would be honored to have the privilege of serving as a steward of your assets. We serve clients in the Dallas-Ft. Worth metro area, as well as the other cities within TX, OK, and Arkansas. Our NEW CLIENT Minimum Portfolio Size = $1,000,000...
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9
McComsey Asset Management LLC
San Antonio,
TX
Services offered: Money Management
Portfolio requirement: $250,000
Our firm specializes in disciplined, quantitative approaches to actively manage large capitalization equities. We serve clients in Texas, AZ & CA. Our NEW CLIENT minimum portfolio size = $250,000...
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10
McComsey Asset Management LLC
Austin,
TX
Services offered: Money Management
Portfolio requirement: $250,000
Our firm specializes in disciplined, quantitative approaches to actively manage large capitalization equities. We serve clients in Texas, AZ & CA. Our NEW CLIENT minimum portfolio size = $250,000...
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11
McComsey Asset Management, LLC
Taylor Lake Village,
TX
Services offered: Money Management
Portfolio requirement: $250,000
Our firm specializes in disciplined, quantitative approaches to actively manage large capitalization equities. We serve clients in Texas, Arizona & Texas. Our NEW CLIENT minimum portfolio size = $250,000...
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12
Sweetwater Financial Advisors, LLC
Dallas,
TX
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings
Portfolio requirement: $500,000
We employ a broadly diversified investment approach, capitalizing on the strengths and performance of the world's foremost money managers. Our NEW CLIENT minimum portfolio size = $500,000...
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13
Sweetwater Financial Advisors, LLC
Austin,
TX
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings
Portfolio requirement: $500,000
We employ a broadly diversified investment approach, capitalizing on the strengths and performance of the world's foremost money managers. Our NEW CLIENT minimum portfolio size = $500,000...
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14
Sweetwater Financial Advisors, LLC
San Antonio,
TX
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings
Portfolio requirement: $500,000
We employ a broadly diversified investment approach, capitalizing on the strengths and performance of the world's foremost money managers. Our NEW CLIENT minimum portfolio size = $500,000...
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15
Hutchinson Financial Inc.
Texarkana,
TX
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning
Portfolio requirement: $250,000
Our goal is to help you achieve financial peace of mind and a comfortable, secure retirement that is free from worry about financial matters. Our NEW CLIENT minimum portfolio size = $250,000...
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16
WHI Financial Services LLC
Frisco,
TX
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings
WHI Financial is committed to providing clients superior advice and financial services they will need throughout their lives.
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17
Cadence Financial Advisors
Dallas,
TX
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings
Portfolio requirement: $250,000
Cadence brings an objective perspective to the ongoing financial planning process; hopefully, preventing emotions from dictating actions. NEW CLIENT minimum portfolio size = $250,000...
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18
Gerald L. Ray & Associates, LTD.
Dallas,
TX
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning
Portfolio requirement: $250,000
We specialize in managing money for individuals, families and institutions. Our mission is to build and protect the wealth of our clientele by combining unmatched personal service with proven investment strategies. Minimum Portfolio Size = $250,000...
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19
The Farris Group
Dallas,
TX
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning
Portfolio requirement: $100,000
We are an independent financial services firm, specializing in the practice of investment management and financial planning for individuals and small businesses. Our NEW CLIENT portfolio minimum size = $100,000...
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20
Living Water Capital Management, LLC
Dallas,
TX
Services offered: Money Management
Portfolio requirement: $1,000,000
We would be honored to have the privilege of serving as a steward of your assets. We serve clients in the Dallas-Ft. Worth metro area, as well as the other cities within TX, OK, and Arkansas. Our NEW CLIENT Minimum Portfolio Size = $500,000...
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21
Living Water Capital Management, LLC
The Woodlands,
TX
Services offered: Money Management
Portfolio requirement: $1,000,000
We would be honored to have the privilege of serving as a steward of your assets. We serve clients in the Dallas-Ft. Worth metro area, as well as the other cities within TX, OK, and Arkansas. Our NEW CLIENT Minimum Portfolio Size = $500,000...
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22
Living Water Capital Management, LLC
San Antonio,
TX
Services offered: Money Management
Portfolio requirement: $1,000,000
We would be honored to have the privilege of serving as a steward of your assets. We serve clients in the Dallas-Ft. Worth metro area, as well as the other cities within TX, OK, and Arkansas. Our NEW CLIENT Minimum Portfolio Size = $500,000...
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23
Blackhaw Wealth Management, LLC
Austin,
TX
Services offered: Money Management, Retirement Planning, Estate Planning, 529 College Savings, 401K to IRA Rollover
Portfolio requirement: $500,000
We are a Registered Investment Advisor providing financial advice and portfolio management services to private clients. We create and manage tailored investment solutions to meet the needs of our clients.
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24
5151 Advisors, LLC
5151 San Felipe, 17th Floor
Houston, TX
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25
Academy Capital Management
500 N Valley Mills Dr Ste #200
Waco, TX
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Services Offered
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