Top financial advisors in Victoria, 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 be considering financial advice if you're navigating significant property taxes or planning for federal tax impacts without the cushion of state income tax. A common pitfall is overlooking how sales and property taxes in Texas can affect your overall financial picture.
- Federal tax focus. Confirm how the advisor integrates federal tax planning with your broader financial goals, given Texas's unique tax structure.
- Property tax modeling. Ask how they account for potentially high property taxes in your cash flow and long-term plans.
- Multi-state considerations. If you have ties beyond Texas, check how they handle tax and financial planning across different states.
- Experience with local markets. Understanding Texas's economic sectors, like oil and gas, can influence investment and retirement strategies.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Michael W
Series 66
Victoria, TX
Cetera
Michael Wenske in Victoria, TX, brings 24 years of experience and a Series 66 designation, specializing in wealth management, tax-loss harvesting, and retirement plans for business owners. His role as a CPA and managing partner at a tax and consulting firm complements Cetera's large-firm resources, offering flat-fee and hourly planning options that may suit clients seeking detailed tax and financial planning in Texas's unique tax environment.
Experience: 25 years
Avg account: $306,089
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David M
Series 63, Series 65, Series 66
Victoria, TX
LPL Financial
David Mc Elroy offers expertise in wealth management and retirement plans for business owners, supported by 22 years of experience and Series 63, 65, and 66 licenses. Operating through LPL Financial, a large firm with extensive resources, he provides flat-fee financial planning and consulting, which may appeal to clients seeking transparent pricing and seasoned guidance in Victoria, TX.
Experience: 23 years
Avg account: $399,489
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Robert M
Series 63, Series 65
Victoria, TX
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Robert Mabe's extensive 31 years of experience and expertise in retirement income strategy and cash flow budgeting make him well-suited to address the financial complexities faced by clients in Victoria, TX, including property tax considerations. Operating within United Planners Financial Services of America, a large firm with a flat-fee structure, he serves established professionals and brings a unique perspective from his background as a business owner and ranch operator.
Experience: 31 years
Avg account: $410,135
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Karly H
Series 63, Series 66
Victoria, TX
Thrivent Investment Management
Karly Hoerig's eight years of experience and Series 63 and 66 designations equip her to address financial needs in Victoria, TX, including business ownership considerations relevant to local economic sectors. Working with Thrivent Investment Management, a large firm offering dedicated planning services and consolidated billing, she supports individuals and businesses with both one-time and ongoing financial planning engagements.
Experience: 9 years
Avg account: $162,801
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Chris B
Series 63, Series 66
Victoria, TX
Edward Jones
Chris Bludau offers extensive expertise in wealth management and tax-loss harvesting, crucial for navigating Texas's unique tax environment, including property and federal taxes. With 24 years of experience at Edward Jones, a large firm managing over $1 trillion in assets, he provides access to diverse advisory programs and serves a broad client base, distinguishing him from advisors with smaller firm affiliations or less comprehensive service offerings.
Experience: 24 years
Avg account: $246,728
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