Top financial advisors in Roma, 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.
You might seek a financial advisor in Roma, TX when you're navigating complex tax situations involving federal income, property, and sales taxes, or managing assets affected by Texas's unique tax structure. A common pitfall is overlooking how significant property taxes can impact your overall financial plan, even though Texas has no state income tax.
- Tax impact awareness. Confirm how the advisor models property and sales taxes alongside federal taxes to avoid surprises.
- Local market knowledge. Ask how they incorporate Texas-specific economic factors like oil-and-gas equity or business ownership into your plan.
- Multi-state considerations. If you have ties beyond Texas, check how they handle tax and financial planning across different states.
- Experience depth. Inquire about their years working with clients in Texas to ensure familiarity with regional financial nuances.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Marco G
Series 63, Series 66
Rio Grande City, TX
PNC Wealth Management
Marco Garza offers 12 years of experience managing wealth with expertise in both passive and active portfolio strategies, suitable for navigating Texas's unique tax environment. Based in nearby Rio Grande City and affiliated with large firm PNC Wealth Management, he provides model-based advisory services with a 0.85% annual fee, differentiating him through algorithmic risk assessment and access to third-party portfolio management.
Experience: 12 years
Avg account: $182,752
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Wenceslao G
Series 63, Series 66
Mission, TX
Edward Jones
Wenceslao Guerrero Jr. brings 26 years of experience and expertise in wealth management, tax-loss harvesting, and multi-generational wealth transfer, making him well-equipped to address complex tax situations in the Texas region. Operating from Edward Jones, a large firm managing over $1 trillion in assets, he offers a comprehensive advisory program with an annual fee up to 1.35%, serving a diverse client base including retirees and business owners.
Experience: 27 years
Avg account: $246,728
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Leland L
Series 63, Series 65
Mission, TX
Equity Services, inc.
Leland Landes brings over 40 years of experience and is based near Roma, TX, offering expertise in options and derivatives strategies, retirement plans for business owners, and passive investing. His firm, Equity Services, Inc., is a large firm providing both advisory and broker-dealer services with flexible fee structures including flat fees, which may suit clients seeking comprehensive financial planning with seasoned guidance.
Experience: 41 years
Avg account: $221,971
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Lance W
Series 63, Series 65
La Joya, TX
LPL Financial
Lance Woodburn's 30 years of experience and expertise in wealth management and tax-loss harvesting equip him to navigate the complex tax landscape relevant to Roma, TX, including property and federal taxes. Operating through LPL Financial, a large firm offering flat-fee planning and diverse investment options, he serves a broad client base, which may provide more comprehensive resources compared to smaller local advisors.
Experience: 30 years
Avg account: $399,489
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Mark H
Series 66
Mission, TX
Merrill
Mark Hernandez, based in nearby Mission, TX, is equipped to address complex tax situations with expertise in tax-loss harvesting and active portfolio management, relevant for navigating Texas's unique tax environment. Affiliated with Merrill, a large firm offering diverse managed account programs and tax-efficient strategies, he serves mid-career professionals and high earners, providing a broad range of investment options and integration with Bank of America affiliates.
Experience: 1 year
Avg account: $860,085
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