A complete list of active advisors currently associated with Earls Financial

Warmer can help you find a great advisor at Earls Financial or one who fits your needs even better.

Earls Financial provides wealth management and comprehensive financial planning to individuals, high-net-worth clients, charitable organizations, and businesses. The firm manages approximately $24 million across a client base of about 40 households and also offers limited-scope, project-based financial planning engagements. The firm’s investment process emphasizes asset allocation guided by Modern Portfolio Theory and a blend of passive and active strategies, with discretionary management available where agreed. It integrates ongoing planning — covering business planning, retirement and estate planning, employee benefits optimization, and tax-aware investment decisions — and will monitor fee-based annuity positions when those products are part of a client’s plan (including annuities held at Jackson National). Compared with many peers, Earls Financial highlights a focus on business-owner needs and exit planning: the firm’s principal holds CFP® and CEPA credentials and provides consulting for business transitions and owner-specific planning. The firm operates on a fee-only basis, works with a modest number of clients to provide coordinated advice with clients’ attorneys and tax professionals, and offers project-based engagements in addition to ongoing advisory relationships.

To learn more about the advisors currently working at Earls Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Ben Earls	Lindale, TX	3

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