Top financial advisors in Port Arthur, 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 Port Arthur, TX, or plan to make significant purchases, you need an advisor who understands how property and sales taxes impact your overall financial picture. Without this insight, you might overlook key tax liabilities that affect your cash flow and investment returns. The top matches here include advisors who can navigate Texas's unique tax environment, focusing on federal income tax alongside local property and sales taxes.
- Property tax modeling. Confirm how they incorporate local property tax rates into your long-term financial plan.
- Sales tax impact. Ask how they account for Texas's sales tax on your spending and budgeting.
- Federal tax coordination. Ensure they balance federal tax strategies with Texas's tax structure for optimal results.
- Experience with Texas clients. Look for advisors familiar with the state's tax nuances and economic factors affecting Port Arthur residents.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Connor M
Series 66
Groves, TX
Edward Jones
Connor Manuel at Edward Jones offers expertise in wealth management and retirement income strategy, which can help navigate the tax implications of property and sales taxes in Port Arthur, TX. Edward Jones's large-firm resources and a variety of advisory programs, combined with Connor's Series 66 credential and business ownership insight, provide a broad platform compared to smaller local advisors.
Experience: 1 year
Avg account: $246,728
-
Matthew B
Series 63, Series 66
Port Arthur, TX
LPL Financial
Matthew Borel's 26 years of experience and expertise in wealth management and tax-loss harvesting equip him to address the complex tax environment in Port Arthur, including property and sales taxes. Operating within LPL Financial, a large firm offering diverse investment solutions and flat-fee financial planning, he serves a broad client base, which may provide more comprehensive resources compared to smaller practices.
Experience: 26 years
Avg account: $399,489
-
Morgan E
Series 66, Series 63
Nederland, TX
J.P. Morgan Securities
Morgan Endicott, based near Port Arthur in Nederland, TX, offers wealth management services through J.P. Morgan Securities, a large firm known for institutional consulting and customized performance reporting. With four years of experience and credentials including Series 63 and 66, he serves executives and business owners, charging a 0.30% annual fee on assets under management, which may suit clients seeking a blend of institutional resources and personalized advice.
Experience: 4 years
Avg account: $318,381
-
Timothy R
Series 65
Port Arthur, TX
IAMS Wealth Management, LLC
Timothy Romero in Port Arthur, TX, offers expertise in retirement plans for business owners, supported by eight years of industry experience and a Series 65 designation. His firm, IAMS Wealth Management, provides discretionary portfolio management with an asset-allocation approach and offers flat-fee financial planning up to $10,000, distinguishing him from others with flexible fee structures and a focus on diverse client types including trusts and corporations.
Experience: 9 years
Avg account: $243,942
-
Clovis V
Series 65, Series 63
Groves, TX
Cambridge Investment Research Advisors
Clovis Van Houten's 27 years of experience and Series 63 and 65 licenses equip him to address the complex tax considerations for property owners in Port Arthur, TX, especially regarding retirement income and business owner plans. Operating within Cambridge Investment Research Advisors, a large firm offering flat-fee and AUM-based pricing, he serves diverse clients including executives and retirees, providing tailored financial planning and consulting services.
Experience: 27 years
Avg account: $378,281
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular in Port Arthur, TX
Find advisors by type
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")