Top financial advisors in Irving, 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 seek a financial advisor in Irving, TX if you're navigating complex tax situations or managing significant property taxes alongside federal obligations. A common pitfall is overlooking how property and sales taxes impact your overall financial picture, not just focusing on income tax.
- Local tax insight. Confirm how they incorporate Texas's unique tax landscape, including property and sales taxes, into your planning.
- Multi-state experience. Ask if they have experience advising clients with financial ties across different states, which can affect tax and investment strategies.
- Long-term planning focus. Ensure they consider how your financial decisions today will influence your tax exposure and wealth over time.
- Client fit. Discuss how they tailor advice for your specific situation, such as business ownership or retirement plans, rather than offering generic solutions.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Jonathan W
Series 66
Irving, TX
Merrill
Jonathan Wong's experience at Merrill equips him to address Irving's complex tax environment, including property and sales taxes, with a focus on tax-loss harvesting and active portfolio management. Serving mid-career professionals and business owners, he offers managed strategies with a 1.10% fee under $2 million, benefiting from Merrill's large-firm resources and integration with Bank of America affiliates.
Experience: 6 years
Avg account: $860,085
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Miguel F
Series 66, Series 63
Irving, TX
J.P. Morgan Securities
Miguel Flores offers wealth management services in Irving, TX, backed by nine years of experience and Series 63 and 66 licenses, making him capable of addressing complex tax and financial planning needs in the area. Affiliated with J.P. Morgan Securities, a large firm known for institutional consulting and customized investment solutions, he serves executives and business owners with a 0.30% annual AUM fee, distinguishing him from advisors at smaller firms.
Experience: 10 years
Avg account: $318,381
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Richard B
Series 63, Series 65
Irving, TX
LPL Financial
Richard Baird's 32 years of experience and expertise in wealth management, retirement plans for business owners, and tax-loss harvesting make him well-equipped to address complex tax situations in Irving, TX. Affiliated with LPL Financial, a large firm offering diverse investment solutions, he provides flat-fee financial planning and serves clients including business owners and retirees, distinguishing him from advisors with narrower focuses or different fee structures.
Experience: 32 years
Avg account: $399,489
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William D
Series 66
Irving, TX
Signal Securities, Inc.
William Driscoll's 26 years of experience and CPA background equip him to navigate Irving's complex tax environment, including property and sales taxes. His firm, Signal Securities, offers fee-based asset management with a consultative, risk-managed approach, serving individuals and organizations, and provides flat-fee financial plans or hourly reviews, distinguishing him from advisors with purely AUM-based fees.
Experience: 26 years
Avg account: $597,260
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Robert B
CFP®, Series 65
Irving, TX
Snider Advisors
Robert Brauer offers wealth management services in Irving, TX, with 11 years of experience and CFP® certification, making him well-equipped to address complex tax and financial planning needs. His firm, Snider Advisors, manages $216 million using a rules-based, income-oriented strategy and provides technology-enabled tools and educational workshops, distinguishing him from others by combining personalized service with robust resources for high-net-worth clients.
Experience: 11 years
Avg account: $623,704
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