Top financial advisors in Andrews, TX
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you own property in Andrews, TX, or are planning a move there, you need an advisor who understands how property taxes and sales taxes impact your overall financial picture. A common mistake is focusing only on federal income tax and overlooking these significant local taxes.
- Property tax modeling. Confirm how they incorporate property tax into your long-term budget and cash flow planning.
- Sales tax impact. Ask how they factor Texas's sales tax into your spending and saving strategies.
- Multi-state considerations. If you have income or assets in other states, check how they coordinate tax planning across state lines.
- Local market knowledge. Ensure they understand the economic factors unique to Andrews and the surrounding region that affect your investments and financial goals.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Cade J
Series 65
Midland, TX
Eight 31 Financial, LLC
Cade Jones, based in Midland, TX, is equipped to address the financial complexities faced by property owners in Andrews, TX, with expertise in active portfolio management and alternative investments that can accommodate local tax impacts. His firm, Eight 31 Financial, serves high-net-worth clients with a flat-fee and AUM-based fee structure, managing nearly $500 million, which may offer more personalized attention compared to advisors with larger client loads or different fee models.
Experience: 8 years
Avg account: $6,965,280
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Joe B
Series 63, Series 66
Midland, TX
SPC
Joe Basham Jr. brings 26 years of experience and works with SPC, a large firm managing $5.66 billion in assets, which equips him to address complex tax considerations relevant to Andrews, TX property owners. His flat-fee planning options and expertise in retirement income strategy and tax-loss harvesting distinguish him from others, offering structured, cost-capped consulting services suitable for diverse client needs.
Experience: 26 years
Avg account: $192,080
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Jay E
ChFC®, Series 63
Midland, TX
Mass Mutual Investors Services
Jay Eagan's extensive 44 years of experience and ChFC® designation equip him to address complex financial needs in the Andrews, TX area, including multi-generational wealth transfer and cash flow budgeting. Operating from Midland, TX with Mass Mutual Investors Services, a large firm offering ongoing collaborative planning and wrap accounts, he brings seasoned expertise that complements his focus on business owners and executives.
Experience: 44 years
Avg account: $249,379
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Pamela B
Series 66
Andrews, TX
Edward Jones
Pamela Brownlee's experience at Edward Jones equips her to address the financial complexities of property and sales taxes in Andrews, TX, especially with her expertise in wealth management and tax-loss harvesting. Her involvement in a family real estate investment LLC adds practical insight, while the firm's large network and diverse advisory programs provide broad support compared to smaller local advisors.
Experience: 4 years
Avg account: $246,728
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Paulina P
Series 63, Series 65
Midland, TX
Wells Fargo Clearing
Paulina Perez, based in nearby Midland, TX, offers financial planning through Wells Fargo Clearing, a large firm managing $671 billion in assets. With Series 65 and 63 registrations and three years of experience, she serves high-net-worth clients using a flat-fee and asset-based fee structure. Her background includes working at Wells Fargo Bank since 2016, providing access to extensive investment advisory and retirement consulting services.
Experience: 3 years
Avg account: $475,575
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