Top advisors focused on oil & gas in the US
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 or have income tied to the oil and gas industry, you face unique financial challenges like fluctuating commodity prices and complex tax rules. Without an advisor familiar with these specifics, you might miss opportunities to optimize your cash flow or manage industry-related risks effectively.
- Industry cash flow cycles. Ask how they plan for income swings caused by oil price volatility and production schedules.
- Tax implications. Confirm they understand deductions and credits unique to oil and gas investments, not just general tax strategies.
- Asset valuation expertise. Check if they can accurately assess the value of your oil and gas interests for planning or sale purposes.
- Regulatory awareness. Ensure they keep up with changing environmental and industry regulations that could impact your financial plans.
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, leveraging 18 years of experience and a Series 66 designation to address unique financial challenges like fluctuating income and complex tax rules. 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 alongside industry-specific 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 of the oil and gas industry, including income planning and retirement strategies. Based in Amarillo, TX, he operates within a large firm, Merrill, offering a 1.10% AUM fee for managed strategies, and brings additional expertise in wealth management for business owners and medical professionals, distinguishing him from other advisors.
Experience: 29 years
Avg account: $860,085
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Joe W
CFP®, RICP®
Houston, TX
Refined Wealth
Joe Ward is equipped to address the financial complexities faced by professionals in the oil and gas sector, leveraging his background in corporate energy finance and a focus on retirement planning. Based in Houston, TX, he offers flat-fee and AUM-based pricing, holds CFP® and RICP® certifications, and operates independently, which may appeal to clients seeking specialized, transparent financial guidance tailored to industry-specific income and retirement challenges.
Experience: 3 years
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William M
CFA®
Dallas, TX
Howard Financial Services, Ltd.
William Moran specializes in serving high-net-worth clients in the oil and gas sector, offering expertise in business exit strategies and managing concentrated stock positions. Based in Dallas, TX, he operates independently within Howard Financial Services, Ltd., a firm known for personalized investment management and strategic asset allocation. His CFA® designation and experience with private investment funds provide a nuanced approach compared to advisors focusing solely on general financial planning.
Avg account: $2,825,542
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Raymond B
CFP®
Lubbock, TX
Bonner & Smith, LLC
Raymond Bonner specializes in financial advising for clients in the oil and gas industry, bringing 19 years of experience and a CFP® certification to address unique challenges like income volatility and tax complexities. Based in Lubbock, TX, he works within a small, independent firm that focuses on fee-only planning and discretionary portfolio management, serving individual investors including high-net-worth clients and retirement accounts, which may offer a more personalized approach compared to larger firms.
Experience: 19 years
Avg account: $1,049,220
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