Top financial advisors in Athens, 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 have significant property taxes or sales tax concerns in Athens, TX, you need an advisor who understands how these impact your overall tax picture, since Texas has no state income tax but relies heavily on these other taxes. A common mistake is focusing only on federal income tax and overlooking how property and sales taxes affect your cash flow and long-term planning.
- Federal and local tax balance. Confirm how the advisor integrates federal tax strategies with property and sales tax considerations unique to Texas.
- Property tax modeling. Ask if they help forecast property tax liabilities and incorporate them into your budget and investment plans.
- Sales tax impact. Check whether they consider how sales tax affects your spending and saving patterns, especially for large purchases.
- Multi-state experience. Since many advisors serve clients across states, verify their familiarity with Texas-specific tax nuances and how they coordinate planning for clients with ties to other states.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Colin B
CFP®, Series 66
Athens, TX
Edward Jones
Colin Barrett's 18 years of experience and CFP® certification equip him to address the unique tax challenges in Athens, TX, including property and sales tax impacts on retirement and business planning. Operating within Edward Jones, a large firm with extensive resources and a broad advisory network, he offers a comprehensive approach that balances federal and local tax strategies, suitable for business owners and individuals alike.
Experience: 18 years
Avg account: $246,728
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Richard W
CFP®, Series 63
Athens, TX
LPL Financial
Richard Wilson's 35 years of experience and CFP® certification equip him to address the complex tax landscape in Athens, TX, including property and sales tax considerations. His affiliation with LPL Financial provides access to in-house research and customizable investment solutions, while his flat-fee structure and background in tax preparation distinguish him from other advisors in the area.
Experience: 36 years
Avg account: $399,489
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Damon G
Series 66
Larue, TX
Domestique Capital LLC
Damon Gonzalez offers expertise in cash flow and budgeting, essential for managing property and sales tax impacts in Texas, supported by 25 years of experience and a Series 66 designation. His firm, Domestique Capital LLC, employs a passive, asset-class portfolio with a dual-momentum overlay and provides flat-fee and hourly planning options, distinguishing him with flexible fees and comprehensive services including tax return preparation.
Experience: 25 years
Avg account: $362,402
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William B
Series 63, Series 65
Athens, TX
Oasis Advisors
William Bone in Athens, TX, offers expertise in private and alternative investments, annuities, and real estate investing, which can help address complex tax considerations like property and sales taxes. His firm, Oasis Advisors, serves a diverse client base including high-net-worth individuals and pension plans, using a blend of fundamental and quantitative portfolio strategies, with flexible fee options including flat and hourly rates.
Experience: 7 years
Avg account: $54,071
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Todd B
CFP®, Series 63
Athens, TX
Ameriprise
Todd Bloom's 35 years of experience and CFP® certification equip him to address retirement income strategies and income planning for clients in Athens, TX, where property and sales taxes impact cash flow. His affiliation with Ameriprise, a large firm offering comprehensive advisory and insurance solutions, differentiates him by providing access to extensive resources and a retirement-income planning service tailored for clients with significant investable assets.
Experience: 35 years
Avg account: $471,167
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