Top financial advisors in Jacksonville, 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 own a business or have significant property in Jacksonville, TX, you need an advisor who understands how to balance federal income tax with Texas's high property and sales taxes. A common mistake is focusing only on federal tax without modeling the impact of property taxes on your overall financial plan.
- Tax interplay expertise. Confirm how they integrate federal tax strategies with property and sales tax considerations unique to Texas.
- Business owner insight. Ask how they address cash flow and tax planning for local business owners, including oil and gas equity if relevant.
- Multi-state planning. If you have assets or income across states, check how they coordinate tax and retirement strategies beyond Texas.
- Long-term property tax modeling. Property taxes can rise unpredictably; ensure they factor this into your retirement and investment plans.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Benjamin B
Series 63, Series 65
Jacksonville, TX
Money Concepts Capital Corp
Benjamin Burgeson offers 40 years of experience in retirement income strategy and business owner retirement plans, making him well-suited for managing the complex tax interplay in Jacksonville, TX. Affiliated with the large firm Money Concepts Capital Corp, he provides diverse investment strategies and negotiates consulting fees individually, which may appeal to clients seeking tailored financial planning beyond standard fee structures.
Experience: 40 years
Avg account: $237,847
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Heather B
Series 63, Series 66
Troup, TX
Eagle Strategies (NY Life)
Heather Bates offers expertise in retirement income strategy and retirement plans for business owners, which suits Jacksonville business owners balancing federal and Texas property taxes. Affiliated with Eagle Strategies, a large firm serving diverse clients with client-directed solutions, she provides flexible fee options including AUM and hourly rates, and brings 12 years of experience from Troup, TX, nearby Jacksonville.
Experience: 12 years
Avg account: $235,446
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Richard S
Series 63
Jacksonville, TX
Commonwealth Financial Network
Richard Stone Jr. offers expertise in tax-loss harvesting and retirement income strategy, crucial for managing the interplay of federal and Texas property taxes in Jacksonville. His 39 years of experience, combined with ownership of oil and mineral rights in Texas, provide unique insights for business owners, while his affiliation with Commonwealth Financial Network supports diverse investment approaches and flexible flat-fee consulting options.
Experience: 39 years
Avg account: $568,323
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Matt M
ChFC®, Series 63
Jacksonville, TX
Matt Montgomery
Matt Montgomery's four decades of experience and independent firm in Jacksonville, TX, equip him to address the complex tax interplay of federal, property, and sales taxes relevant to local business owners. His flat-fee financial planning and discretionary portfolio management, combined with a focus on risk tolerance and regular reviews, distinguish him from others by offering personalized, research-backed investment strategies and multi-service options at transparent fixed fees.
Experience: 40 years
Avg account: $422,174
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Kourtney C
Series 66
Jacksonville, TX
Edward Jones
Kourtney Childress offers expertise in retirement income strategy and business ownership considerations, making her well-suited for business owners in Jacksonville, TX who need integrated tax and retirement planning. Affiliated with Edward Jones, a large firm with over 23,700 advisors, she provides access to extensive resources and a range of advisory programs, charging up to 1.35% annually in program fees.
Experience: 12 years
Avg account: $246,728
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