A complete list of active advisors currently associated with Worthen Financial Advisors

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

Worthen Financial Advisors serves individuals (including high-net-worth clients), trusts, small businesses, and participant-directed retirement plans with investment management and financial planning services. Offerings include portfolio management (on both discretionary and non-discretionary bases), one‑time financial plans, a subscription-based ongoing planning program, and retirement-plan advisory and participant education. The firm’s investment approach emphasizes passive, evidence-based asset-class allocations grounded in Modern Portfolio Theory and implemented primarily with low‑cost mutual funds and ETFs and model portfolios from third‑party providers. Worthen uses portfolio/allocation software, Monte Carlo analysis, and access to sub‑advisers and separately managed account strategies (including tax-aware SMAs) to align portfolios with clients’ objectives and risk tolerances, and conducts periodic monitoring and reviews. Noteworthy features relative to peers are that a substantial portion of the firm’s assets is managed on a non‑discretionary basis and the firm maintains an affiliation with an insurance agency for client referrals and insurance planning—arrangements the brochure discloses while separating advisory and insurance compensation. The firm also provides a subscription membership site and digital communications to clients and leans on third‑party platforms (including a digital wealth manager, custodial reporting/aggregation tools, and AI‑assisted meeting documentation), services and delivery methods that are less common among independent, solo‑advisor firms.

To learn more about the advisors currently working at Worthen Financial Advisors, 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
Angela Johnson	Friendswood, TX	21

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