Top financial advisors in Palestine, 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're managing significant property taxes or navigating federal tax strategies without state income tax in Texas, you need advisors who understand these nuances. A common mistake is overlooking how property and sales taxes impact your overall financial picture.
- Federal tax focus. Confirm how they integrate federal tax planning with your property and sales tax obligations.
- Property tax modeling. Ask how they help anticipate and plan for potentially high property taxes in your area.
- Multi-state experience. If you have assets or income across states, check how they handle tax implications beyond Texas.
- Long-term planning. See if they consider how Texas’s tax structure affects your retirement and estate strategies over time.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Mitchell W
Series 66
Palestine, TX
&PARTNERS
Mitchell West's 23 years of experience and Series 66 designation equip him to address complex tax planning challenges in Palestine, TX, including property and federal tax integration. His firm, &Partners, supports diverse clients with flat-fee financial planning and estate consulting, leveraging proprietary strategy models and a large-firm platform, distinguishing him from advisors with narrower scopes or fee structures.
Experience: 23 years
Avg account: $384,909
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Stephen M
Series 63, Series 65
Palestine, TX
Equitable Advisors
Stephen Missildine's 52 years of experience and focus on retirement income strategy and Social Security optimization make him well-suited to address the tax planning challenges faced by Baby Boomers in Palestine, TX. Affiliated with Equitable Advisors, a large firm offering diverse financial planning and asset management options, he serves high-net-worth clients with flexible fee structures ranging from hourly planning fees to asset-based charges.
Experience: 53 years
Avg account: $570,841
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David J
CFP®, Series 63, Series 65
Palestine, TX
LPL Financial
David James brings 24 years of experience and CFP® certification to clients in Palestine, TX, focusing on wealth management and retirement plans for business owners. Operating within LPL Financial, a large firm with extensive resources, he offers flat-fee financial planning and integrates tax-loss harvesting strategies, distinguishing him from advisors with different fee structures or smaller firm affiliations.
Experience: 25 years
Avg account: $399,489
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Oliver K
ChFC®, Series 63
Elkhart, TX
Hornor, Townsend & kent, LLC
Oliver Kneisley brings 43 years of experience in wealth management and business succession planning, offering flat-fee and negotiated hourly services through the large firm Hornor, Townsend & Kent, LLC. His focus on life insurance solutions and estate liquidity complements federal tax planning needs, making him a seasoned choice for clients managing complex retirement and property tax considerations near Palestine, TX.
Experience: 43 years
Avg account: $294,061
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Jordan R
Series 66
Palestine, TX
Edward Jones
Jordan Ray in Palestine, TX, offers expertise in wealth management and multi-generational wealth transfer, which is valuable for clients managing property and federal tax strategies in Texas. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he provides a comprehensive advisory program with an annual fee up to 1.35%, distinguishing him from smaller local advisors.
Experience: 5 years
Avg account: $246,728
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