Top financial advisors working with oil and gas professionals
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 work in the oil and gas industry, your financial situation can be affected by unique income patterns, tax rules, and market cycles. Without an advisor familiar with these specifics, you might miss opportunities or face unexpected risks.
- Industry cash flow understanding. Look for advisors who grasp how fluctuating commodity prices impact your income and savings potential.
- Tax nuance awareness. Confirm they know about deductions and credits specific to oil and gas, which can affect your tax bill.
- Asset valuation insight. Ask how they handle valuing oil and gas interests, as this differs from typical investments.
- Risk management approach. Ensure they consider operational and market risks unique to your sector when planning your portfolio.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Gordon B
Series 66
Luling, LA
Edward Jones
Gordon Brown III specializes in serving clients in the oil and gas industry, bringing 18 years of experience and a Series 66 designation to address unique financial challenges in this sector. Based in Luling, LA, he operates within Edward Jones, a large firm managing over $1 trillion in assets, offering a comprehensive wealth management approach with an annual program fee up to 1.35%, which may suit clients seeking established firm resources and multi-generational planning expertise.
Experience: 18 years
Avg account: $246,728
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Steven C
Series 63, Series 65
Amarillo, TX
Merrill
Steven Cox's extensive 29 years of experience and focus on oil and gas executives make him well-equipped to address the unique financial challenges in the energy sector. Based in Amarillo, TX, he operates within Merrill, a large firm, offering a 1.10% AUM fee for managed strategies under $2 million, and emphasizes disciplined portfolio management alongside retirement income and wealth planning, distinguishing him from advisors with narrower specialties or smaller firm affiliations.
Experience: 30 years
Avg account: $860,085
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Joe W
VerifiedCFP®, RICP®, Series 65
Houston, TX
Refined Wealth
Joe Ward's background in corporate finance within the energy sector equips him to understand the unique income patterns and retirement complexities faced by oil and gas professionals. Based in Houston, TX, he offers flat-fee and AUM-based pricing, holds CFP® and RICP® certifications, and focuses on retirement planning tailored to the industry's specific tax and risk considerations, distinguishing him from advisors with more general expertise.
Experience: 3 years
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William M
CFA®
Dallas, TX
Howard Financial Services, Ltd.
William Moran's expertise in oil and gas, combined with his CFA® designation and experience at Howard Financial Services, equips him to navigate the unique financial challenges of this sector. Serving high-net-worth clients with a 1.00% AUM fee, he offers personalized investment management using fundamental, technical, and quantitative analysis, distinguishing him from advisors with less specialized investment approaches or client focus.
Experience: 0 years
Avg account: $2,825,542
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Raymond B
CFP®
Lubbock, TX
Bonner & Smith, LLC
Raymond Bonner specializes in financial advising for oil and gas professionals, leveraging 19 years of experience and a CFP® certification to address unique industry income patterns and tax nuances. Based in Lubbock, TX, he operates within a small, independent firm that focuses on fee-only planning and discretionary portfolio management, serving high-net-worth individuals and retirement accounts with actively managed model portfolios tailored to the sector's risks and opportunities.
Experience: 19 years
Avg account: $1,049,220
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