Top financial advisors in Edinburg, 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.
You might be considering financial advice in Edinburg, TX if you're navigating federal income tax planning alongside significant property and sales taxes. Without a clear understanding of how these taxes interact, you could overlook key expenses that affect your overall financial picture.
- Federal and property tax balance. Ask how they integrate federal tax strategies with local property tax impacts to avoid surprises.
- Sales tax considerations. Confirm if they factor in Texas's sales tax when modeling your cash flow and spending.
- Multi-state planning experience. Since many advisors serve Texas clients remotely, check how they handle clients with ties to multiple states.
- Local market knowledge. Inquire about their familiarity with Edinburg's economic environment and how it influences your financial plan.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Liza F
Series 63, Series 66
Edinburg, TX
PNC Wealth Management
Liza Fox at PNC Wealth Management in Edinburg, TX, brings four years of experience and holds Series 63 and 66 licenses, supporting executive clients with wealth management and both passive and active portfolio strategies. Her firm’s large-scale model-based programs, including algorithm-driven discretionary accounts, offer a structured investment approach distinct from smaller local advisors.
Experience: 5 years
Avg account: $182,752
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Marc O
Series 65
Edinburg, TX
MDO Financial Planning, LLC
Marc Ortega offers financial planning in Edinburg, TX, with a focus on wealth management, college savings, and annuities, supported by his Series 65 designation and three years of experience. His firm uses a long-term trading strategy and charges flat fees between $100 and $300 annually, making him a cost-conscious choice for individual clients seeking independent advice with local insight.
Experience: 4 years
Avg account: $52,058
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Michael H
Series 66
Edinburg, TX
Roosevelt Advisors LLC
Michael Haralson, based in Edinburg, TX, brings 18 years of experience and a Series 66 designation, specializing in wealth management, retirement income strategy, and tax-loss harvesting. As an independent advisor at Roosevelt Advisors LLC, he offers direct asset management with a 1.00% annual fee and integrates local market knowledge with tailored investment strategies, distinguishing him from others by combining financial planning with educational seminars and an affiliated insurance practice.
Experience: 18 years
Avg account: $69,406
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Harvey L
Series 63, Series 65
McAllen, TX
LPL Financial
Harvey Lopez's 28 years of experience and expertise in wealth management and tax-loss harvesting make him well-equipped to address the complexities of federal and local tax planning in Edinburg, TX. Operating within Cetera, a large firm offering flat-fee and hourly consulting options, he serves high earners and those approaching retirement, providing tailored strategies supported by a broad network and diverse portfolio management solutions.
Experience: 28 years
Avg account: $399,489
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Angel M
CFP®, Series 63, Series 65
San Antonio, TX
Financial Life Advisors
Angel Melgoza offers financial advice in Edinburg, TX, with 11 years of experience and CFP® certification, making him well-equipped to address local tax complexities including federal and property taxes. His firm, YFP Wealth, serves a diverse client base with a focus on passive investment strategies and provides flat-fee options and educational seminars, distinguishing him from advisors who may rely solely on asset-based fees.
Experience: 11 years
Avg account: $1,725,203
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