Top financial advisors in Hereford, 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're managing significant property taxes or navigating federal tax rules without state income tax, you need advisors who understand Texas's unique tax landscape. A common mistake is overlooking how property and sales taxes impact your overall financial plan, which can lead to unexpected expenses.
- Federal and property tax focus. Confirm how they integrate federal tax strategies with property tax considerations specific to Texas.
- Multi-state experience. Ask if they have experience advising clients with assets or income across different states, as this affects tax planning.
- Business and energy sector knowledge. Texas's economy includes many business owners and oil-and-gas professionals; check if they understand these industries' financial nuances.
- Long-term tax modeling. Ensure they consider how sales and property taxes evolve over time, not just immediate tax liabilities.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Joe G
Series 63, Series 65
Hereford, TX
Valic Financial Advisors
Joe Green's 25 years of experience and background with Davidson Oil Company equip him to address the financial complexities faced by clients in Hereford, TX, especially those in the energy sector. Operating within Valic Financial Advisors, a large firm serving high-net-worth individuals, he offers flat-fee and hourly financial planning, leveraging Envestnet UMA models for portfolio management, which distinguishes him from other local advisors.
Experience: 26 years
Avg account: $99,681
-
Julian C
Series 66, Series 65
Hereford, TX
Ironwood Investment Group LLC
Julian Castro in Hereford, TX, offers financial planning with a focus on options and derivatives strategies, alongside cash flow and budgeting expertise, which can help manage complex tax scenarios including property taxes. His firm, Ironwood Investment Group LLC, employs a mix of fundamental and technical analysis and serves a diverse client base, providing both discretionary and non-discretionary asset management with a 1.35% annual AUM fee.
Experience: 0 years
-
Donald P
Series 66
Hereford, TX
LPL Financial
Donald Pittman Jr. offers expertise in wealth management and retirement plans for business owners, which suits clients managing property taxes and federal tax rules in Texas. His flat-fee structure at LPL Financial, a large firm with extensive resources, complements his six years of experience and background as a CPA and business owner, providing a practical approach compared to other advisors.
Experience: 7 years
Avg account: $399,489
-
Kevin K
CFP®, Series 63, Series 66
Hereford, TX
Edward Jones
Kevin Knight's extensive 24 years of experience and CFP® certification equip him to address the complex tax considerations in Hereford, TX, especially for clients with retirement income and estate planning needs. His affiliation with Edward Jones, a large firm managing over $1 trillion in assets, offers access to diverse advisory programs, while his personal involvement in ranch land and mineral income provides unique insight into local property and energy sector financial nuances.
Experience: 24 years
Avg account: $246,728
-
Larry L
ChFC®, Series 63, Series 65
Canyon, TX
Cetera
Larry Lee's 38 years of experience and ChFC® designation equip him to address complex tax and wealth management needs relevant to Hereford, TX, including retirement plans for business owners and charitable giving. Operating within Cetera, a large firm offering flat-fee and hourly consulting options, he serves diverse clients such as high earners and those approaching retirement, providing flexible fee structures and seasoned expertise compared to other advisors nearby.
Experience: 39 years
Avg account: $306,089
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular in Hereford, TX
Find advisors by type
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")