Top financial advisors in New Braunfels, 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 New Braunfels, you need an advisor who understands how property taxes affect your overall financial picture, even though Texas has no state income tax. A common mistake is overlooking how sales and property taxes can impact your cash flow and long-term plans.
- Federal tax focus. Since Texas lacks state income tax, ask how they optimize your federal tax strategy alongside local tax considerations.
- Property tax modeling. Confirm they incorporate property tax projections into your budget and investment planning.
- Sales tax impact. Discuss how they factor in sales tax on purchases and its effect on your spending and saving habits.
- Local market knowledge. Ensure they understand New Braunfels' economic environment to align your financial goals realistically.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Joseph P
Series 63, Series 65
New Braunfels, TX
Raymond James & Associates
Joseph Pyle's 33 years of experience and Series 63 and 65 licenses equip him to address the complex tax considerations for property owners in New Braunfels, TX. Affiliated with Raymond James & Associates, a large firm offering flat-fee planning and diverse client services, he brings seasoned expertise in wealth management and retirement planning, distinguishing him from advisors with less comprehensive firm support or fee flexibility.
Experience: 34 years
Avg account: $788,879
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Caleb B
Series 65
New Braunfels, TX
Sather Financial Group, Inc.
Caleb Bronnenberg offers expertise in wealth management and retirement income strategy, suitable for New Braunfels property owners mindful of tax impacts. His firm, Sather Financial Group, manages $1.94 billion with a value-oriented approach and serves high-net-worth clients, providing flat-fee and hourly financial planning options, distinguishing him from advisors with different fee structures or client focuses.
Experience: 5 years
Avg account: $3,747,559
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Georgia M
Series 66
New Braunfels, TX
Edward Jones
Georgia Malmsten's 18 years of experience at Edward Jones in New Braunfels equip her to address local financial needs, including property tax considerations relevant to Texas residents. Her expertise in retirement income strategy and multi-generational wealth transfer, combined with a large-firm support structure and a fee of up to 1.35% annually, distinguishes her from other advisors in the area.
Experience: 19 years
Avg account: $246,728
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Kenneth O
Series 66
New Braunfels, TX
Olson Wealth Management
Kenneth Olson in New Braunfels, TX, offers 13 years of experience with a focus on passive/index investing and general retirement planning, which can help manage the impact of property and sales taxes on your financial goals. His independent firm uses a long-term ETF trading approach and serves individuals and high-net-worth clients, charging 1.25% AUM or $150 hourly, providing flexible fee options compared to other local advisors.
Experience: 13 years
Avg account: $274,457
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Cristian R
Series 66, Series 63
New Braunfels, TX
Guardian Life
Cristian Ramirez, based in New Braunfels, TX, offers expertise in business exit strategies and tax-loss harvesting, which can help manage the impact of property and sales taxes on your financial plans. Working with Primerica Advisors, a large firm, he provides flat-fee and subscription-based financial planning options, catering to self-employed clients and business owners with a focus on comprehensive consulting services.
Experience: 3 years
Avg account: $230,599
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