Top financial advisors in Midland, 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 property in Midland, TX, or are planning a major purchase, you need an advisor who understands how property and sales taxes impact your overall financial picture. Without this insight, you might overlook significant expenses that affect your cash flow and investment returns. The top matches here include advisors who recognize that Texas's lack of state income tax doesn't mean low taxes overall.
- Property tax modeling. Confirm how they incorporate local property taxes into your long-term budget and investment plans.
- Federal tax strategy. Ask how they optimize your federal income tax given Texas's unique tax environment.
- Multi-state considerations. If you have assets or income in other states, check how they handle cross-state tax implications.
- Industry familiarity. Midland's economy includes oil and gas; inquire about their experience with clients in these sectors and related financial complexities.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Mark K
Series 66
Midland, TX
Cambridge Investment Research Advisors
Mark Kaufman offers expertise in retirement income strategy and plans for business owners, which is valuable for Midland residents managing property and sales taxes amid Texas's unique tax environment. His affiliation with Cambridge Investment Research Advisors provides access to a large firm's resources and a blend of model-based and personalized investment approaches, with flexible flat-fee and hourly pricing options that may suit diverse client needs.
Experience: 12 years
Avg account: $378,281
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Jason G
Series 66
Midland, TX
Raymond James Financial
Jason Gould's 11 years of experience and Series 66 designation equip him to address Midland's unique tax environment, including property and federal tax considerations. Operating within Raymond James Financial, a large firm offering flat-fee and hourly fee structures, he supports diverse clients such as business owners and retirees, providing tailored financial planning without discretionary control over investments.
Experience: 11 years
Avg account: $700,796
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James V
Series 63, Series 65
Midland, TX
Mutual Of Omaha Investor Services, Inc.
James Vasquez in Midland, TX, brings a unique perspective with five years of financial experience and a background at Halliburton Energy Services, aligning well with the local oil and gas economy. His firm offers flat-fee and hourly financial planning options, serving individuals and businesses with specialties including business ownership considerations and retirement plans for business owners, which may suit clients needing tailored tax and investment strategies.
Experience: 5 years
Avg account: $4,656
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Joel M
Series 63, Series 65
Midland, TX
Gateway Wealth Partners, LLC
Joel Milam's experience in Midland, TX, and his focus on retirement plans for business owners make him well-suited to address local tax impacts on property and investments. His firm, Gateway Wealth Partners, offers flat-fee and negotiable AUM pricing, emphasizing strategic asset allocation with low-cost mutual funds and ETFs, which may appeal to clients seeking cost-effective, diversified investment strategies.
Experience: 8 years
Avg account: $304,435
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Marcus L
Series 63, Series 66
Midland, TX
Edward Jones
Marcus Lopez offers nearly two decades of experience in general retirement planning, serving clients in Midland, TX through Edward Jones, a large firm managing over $1 trillion in assets. His firm’s extensive resources and broad advisory programs may provide comprehensive support for managing property and sales tax impacts, especially for clients with complex financial situations like business owners and executives.
Experience: 20 years
Avg account: $246,728
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