Financial Advisors in Texas

Alex Stowe, CFP, MBA
Stowe Financial Planning, LLC specializes in providing objective financial planning advice to help clients build, manage, grow, and protect their assets through life's transitions. We focus our planning on the issues that matter most to our clients and invest as the plan dictates, which is the only sound path to success. At Stowe Financial Planning, we have been helping families like yours across Dallas and the country come up with better answers since 2001.... See More

Jonathan Chapman, CFP, MBA
WJ Interests, LLC has provided Fee-Only financial advice to individuals, families and businesses since 1996. We do not sell products or receive commissions from any source. Simply put, our goal is to provide advice that is in your best interest, based on your financial needs and goals. When you succeed, we succeed. Please visit our website at www.wjwealth.com.
Going from civil engineering to financial planning doesn't seem like a typical progression, but in retrospect, it makes perfect sense. When Bill Jameson and his son, Jared, founded WJ Interests, they not only brought with them years of disciplined project management and client service experience, they brought a unique discipline.
We apply the same research-driven and technology-intensive approach in civil engineering to understanding investment markets and money managers. We are proud to have distinguished ourselves as one of Houston's most respected wealth management firms.
We've structured our business to provide financial planning and investment management advice that is in our client's best interest, not ours. We are selling our advice, not a product. This translates directly to a unique level of trust between our clients and us, which has been the mortar of our success. In addition, we've carefully managed our growth to ensure clients get the individual attention they deserve. We individually review each client's investment portfolio on a regular basis and at least annually, we update each client's financial plan.
We're proud of what we've built-our company and our reputation. But more importantly, we're proud of our relationships and of the long-term financial success we've brought to our clients.
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Scott Jacobsmeyer, CFP, MBA
Argent Wealth Management, Inc. is a Fee-Only Registered Investment Adviser providing comprehensive Wealth Management, Investment Advisory, and Financial Planning services to clients in Texas and nationwide.Why might Argent Wealth Management, Inc. be the right advisor for you?We are Fee-Only and have a fiduciary duty to our clients.We offer a range of services (from comprehensive to specific) and fee structures (annual, project, and hourly) to meet the varying needs of our clients. We (Scott and Susan) both work with all of our clients. This team approach provides greater depth of analysis and continuity of service. Please see the Advisor links (to the right) for more info about us.We believe the simplest solution that accomplishes the objective is usually best. Unnecessary complexity can be both confusing and detrimental to long term plan success.We invest a lot of time making sure we understand our clients' needs and our clients' understand our recommendations. In doing so we avoid surprises and build trust.We make investment recommendations based on risk tolerance, asset allocation, costs & fees, and tax efficiency (things we can control), not market timing and trying to pick hot stocks / funds (things we can't control). We recommend clients hold their accounts at Vanguard and mostly use index funds to implement their portfolios. We coordinate with our clients' othe... See More

John Eaton, CFP, CRPS
@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);We are a comprehensive fee-only wealth management firm offering a personalized custom solution tailored to your individual situation. We utilize a team approach that includes expertise in all areas of financial planning and investment management. Your wealth management team will include a financial planner as well as a portfolio manager. We have extensive experience in insurance, retirement planning, and portfolio analysis and construction. We are locally owned and operated with clients throughout the United States. Most importantly, our clients are greeted and known personally, not by an account number.... See More

Randall Crimmings, CFP
We believe that a relationship with your financial advisor should be based on old-fashioned honesty, integrity, and respect for the client's financial goals and dreams. Our team brings together a unique blend of creativity, attention to detail, and compassion that provides not only the foundation for long lasting client relationship, but the ability to help our clients achieve control and peace over their financial lives.
Objectivity & Independence:
As a Fee-Only Firm, we receive no third-party commissions or revenue from our recommendations. By remaining completely objective throughout the financial planning process, we aim to empower individuals to make the best financial decisions possible, striking a balance in their lives between enjoying today and planning for tomorrow.
Experience:
With over 90 years of combined experience, we have the capacity to assist a broad variety of clients and issues. All of our financial advisors have earned the Certified Financial Planner™ designation in addition to having advanced academic degrees.
Comprehensive Planning:
We focus on the creation of an actual written financial plan covering all areas of retirement, investment, college funding, insurance, tax planning and estate planning.
Call or email us for a complimentary, no obligation get-acquainted meeting.... See More