Seasoned financial advisors in Big Spring, 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.
When you're navigating complex financial decisions in Big Spring, TX, having a seasoned advisor can help you avoid costly mistakes like overlooking significant property taxes or federal tax implications. Experience matters because the nuances of Texas tax rules and local economic factors require a deep understanding to plan effectively. Seasoned advisors bring years of insight that can guide your choices with a steady hand.
- Local tax knowledge. Confirm how they incorporate property and sales taxes into your overall financial plan, not just federal income tax.
- Long-term perspective. Ask how they balance immediate financial needs with strategies that evolve over decades.
- Complex scenario handling. Look for examples where they've managed multi-state or oil-and-gas equity issues common in Texas.
- Client fit focus. Inquire how they tailor advice to your specific situation rather than applying generic solutions.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Troy K
Series 63, Series 65
Midland, TX
Cetera
Troy Keel's 24 years of experience and expertise in wealth management, tax-loss harvesting, and retirement plans for business owners equip him to handle complex financial needs in the Big Spring area, especially with local tax considerations. Operating from Midland, TX with Cetera, a large firm offering diverse portfolio management options and flexible fee structures including flat fees, he stands out for serving founders and executives with tailored strategies.
Experience: 24 years
Avg account: $306,089
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Jimmy N
Series 63, Series 66
Big Spring, TX
Edward Jones
Jimmy Newsom's 29 years at Edward Jones in Big Spring, TX, equip him to navigate complex financial decisions involving local tax nuances and multi-generational wealth transfer. His affiliation with a large firm offering diverse advisory programs and a fee structure up to 1.35% annually distinguishes him from others by combining seasoned expertise with broad institutional resources.
Experience: 30 years
Avg account: $246,728
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Troy T
Series 63, Series 65
Big Spring, TX
LPL Enterprise
Troy Tompkins brings 30 years of experience and local insight as a Big Spring city council member, making him well-equipped to navigate complex Texas tax and financial planning issues. Affiliated with LPL Enterprise, a large firm offering model-driven investment strategies and flat-fee financial planning, he serves diverse clients including retirement plans and charitable entities, distinguishing him from advisors with smaller practices or different fee structures.
Experience: 30 years
Avg account: $239,757
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Steven S
CFP®, Series 63
Big Spring, TX
LPL Financial
Steven Stone's 36 years of experience and CFP® certification equip him to navigate complex financial decisions in Big Spring, TX, including local tax nuances and retirement income strategies. Affiliated with LPL Financial, a large national firm, he offers flat-fee planning and serves diverse clients such as retirees and business owners, distinguishing him with broad expertise and flexible fee options.
Experience: 36 years
Avg account: $399,489
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Tanya M
Series 63, Series 65
Midland, TX
Horizons Financial Planning
Tanya Mc Cann brings 44 years of experience managing wealth and options strategies, well-suited for complex financial decisions near Big Spring, TX. Based in Midland, her firm offers flat-fee planning and serves high net worth individuals and organizations, blending fundamental and technical analysis with a long-term focus that distinguishes her from other seasoned advisors in the region.
Experience: 44 years
Avg account: $1,010,258
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