Top financial advisors in Tyler, 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 rules without state income tax, you need an advisor who understands Texas's unique tax landscape. A common mistake is overlooking how property and sales taxes impact your overall financial plan, which can lead to unexpected expenses.
- Federal and property tax balance. Confirm how they integrate federal tax strategies with property tax considerations specific to Texas.
- Multi-state planning insight. Ask how they handle clients with assets or income across different states, given Texas's role as a hub for multi-state advisors.
- Industry-specific knowledge. Check if they have experience with local sectors like oil and gas or business ownership, which affect financial decisions here.
- Long-term tax modeling. Ensure they project how sales and property taxes might evolve and influence your financial goals over time.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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James B
Series 66
Tyler, TX
Edward Jones
James Basham offers expertise in wealth management and tax-loss harvesting, which is valuable for navigating Texas's unique tax environment, including property and federal tax considerations. His 13 years of experience at Edward Jones, a large firm managing over $1 trillion in assets, provide access to diverse advisory programs and resources that may benefit clients with complex financial needs in Tyler, TX.
Experience: 14 years
Avg account: $246,728
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Lindsay S
CFP®, Series 66
Tyler, TX
Raymond James Financial
Lindsay Strange offers expertise in retirement and business succession planning, crucial for managing Texas's unique tax challenges, supported by 13 years of experience and CFP® certification. Affiliated with Raymond James Financial, a large firm known for flat-fee structures and serving diverse clients, she combines personalized planning with extensive firm resources, distinguishing her from advisors with smaller practices or different fee models.
Experience: 14 years
Avg account: $700,796
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John S
CFA®, Series 63
Tyler, TX
Kestra Advisory
John Sokol's 20 years of experience and CFA® designation equip him to navigate Tyler, TX's unique tax environment, especially for business owners planning retirement or exit strategies. His affiliation with Kestra Advisory, a large firm offering flat-fee options and institutional-level retirement-plan consulting, distinguishes him from others by combining personalized service with extensive resources and multi-platform investment access.
Experience: 20 years
Avg account: $618,892
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Anthony M
Series 63, Series 65
Tyler, TX
LPL Financial
Anthony Morton offers extensive expertise in wealth management and retirement plans for business owners, supported by 34 years of experience and credentials including Series 63 and 65. Operating through LPL Financial, a large firm with a broad client base, he provides flat-fee financial planning and integrates tax-loss harvesting strategies, making him well-suited for clients in Tyler, TX managing complex tax considerations.
Experience: 35 years
Avg account: $399,489
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Cheryl G
Series 63, Series 66
Tyler, TX
LaSalle St. Investment Advisors, L.L.C.
Cheryl Germany Higgins offers expertise in active portfolio management and options strategies, well-suited for clients in Tyler, TX navigating complex tax landscapes including property and federal taxes. With 27 years of experience and a flat-fee structure ranging from $1,000 to $7,500, she serves a diverse clientele including executives and business owners, providing both discretionary and non-discretionary account management.
Experience: 28 years
Avg account: $378,978
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