Top passive / index investing financial advisors in Granbury, TX

Dustin Paterson is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. His work history includes multiple roles within JPMorgan Chase Bank and J.P. Morgan Securities since 2019, as well as operating the Dustin Paterson Insurance Agency and involvement with Temecula Motorsports and Gold Seal Products. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG framework when recommending strategies. The firm operates within the broader J.P. Morgan organization, offering a range of product types including security-based swaps and futures.

Justin Haschke is a CFP® professional with 12 years of industry experience, currently affiliated with Carson Wealth. He has held roles at Cetera and LPL Financial and serves on multiple civic and nonprofit boards, including the Stephenville Economic Development Foundation and the Tarleton State University Foundation. Haschke also acts as a city councilman for Stephenville, TX, and has a background in tax preparation and fixed insurance sales. He works with CWM, LLC, an SEC-registered investment adviser managing roughly $50.6 billion through more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing a model portfolio approach supported by both fundamental and technical investment inputs.

Bradley Burnfield is a CFP® and ChFC® with 28 years of experience in financial advising. He is currently with LPL Financial, where he has worked since 2023, following an 18-year tenure at Ameriprise Financial Services, Inc. Outside of his advisory role, Burnfield is involved in managing a family farm and runs a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by advanced operational tools.

Justin Maroney is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 11 years of industry experience. Prior to joining Raymond James in 2022, he worked at Edward Jones for seven years. Outside of his advisory role, he serves as CEO of Maroney Family Wealth Services, a family-owned business providing financial advice focused on retirement, tax, estate, education, and protection planning. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning and utilizes analytical tools and risk profiling to align with client goals.

Michelle Berry is a CFP® professional with 28 years of experience in the financial services industry. She has worked at Raymond James Financial and Raymond James Financial Services, Inc. for over 25 years before joining Berry Wealth Group, LP in 2023. Berry also engages in insurance sales as a secondary business activity. Berry Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm manages approximately $242.6 million in discretionary assets and employs a long-term investment approach using low-cost diversified mutual funds and ETFs, with individual securities added as appropriate.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

Thomas Trefzger is a Series 66-credentialed financial advisor with eight years of industry experience. He has worked at Hantz Financial Services, Inc. since 2018 and previously held roles at Sprint and Cleveland State University. Hantz Financial Services, Inc. serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios across five risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory, broker-dealer, mortgage, and insurance activities under one platform.

Matthew Mc Bride is a CFA® charterholder and Series 65 licensee with three years of industry experience. He has worked at One Day In July LLC since 2023 and previously held positions at the University of Vermont and Saint Michael's College. Outside of financial advising, he is involved in a self storage business focusing on facility valuation and market research. One Day In July LLC provides discretionary portfolio management and financial planning to individuals, charitable organizations, corporations, and pension plans. The firm employs an asset-allocation approach centered on passive, low-cost ETFs, supplemented by periodic rebalancing and limited short-term trades, and offers an optional environmental investing strategy.

Timothy Egan is a financial advisor at First Manhattan Co. LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Citigroup. First Manhattan Co. LLC provides investment management and financial planning primarily for high-net-worth individuals, as well as trusts, pension plans, charitable organizations, private investment vehicles, and institutional clients. The firm focuses on long-term, research-driven, value-oriented management of equity and fixed-income portfolios, combining active management with passive fund investments and integrated wealth planning.

Ryan Vollweiler is a CFP® professional with 22 years of industry experience. He is currently with Schwab Wealth Advisory Inc., having worked there since 2021, and has been affiliated with Charles Schwab & Co., Inc. since 2017. His prior experience includes roles at VOYA Financial Advisors, Cetera Advisors LLC, Equitable Advisors, and Valic Financial Advisors. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses proprietary asset-allocation models and internal research tools to tailor recommendations to client goals and risk tolerance, while trades are executed only with client authorization.