Financial Advisors
Lubbock, TX
Angel Legacy Advisors, LLC, founded by Matthew Angel, provides comprehensive financial planning and wealth management in Lubbock with over 15 years of industry experience. The firm specializes in retirement planning, midlife wealth building, tax optimization, investment management, estate planning, and charitable giving strategies. Matthew offers biblically grounded, values-aligned guidance as a fee-only advisor who manages portfolios through low-cost ETFs and mutual funds while helping clients achieve clarity, tax efficiency, and long-term peace about their financial future.
Ideal for: Professionals in their 40s-50s building midlife wealth, pre-retirees and retirees seeking income confidence, high-net-worth individuals ($1M+), families seeking estate and legacy planning
Service area: Lubbock, Texas and surrounding areas
Fee-Only Structure: Matthew operates as a fee-only advisor with no commissions or kickbacks, aligning his interests directly with clients. Standard advisory fees start at 1.25% and decrease for larger portfolios, or flat-fee planning packages available from $750–$3,000.
Values-Based Planning: Financial guidance rooted in biblical principles and intentional stewardship, helping clients align their wealth with what matters most—including retirement confidence, tax optimization, estate planning, and charitable giving strategies.
Personalized Goal-Based Investing: Steady, long-term approach using low-cost ETFs and mutual funds tailored to each client's goals and risk tolerance, with active monitoring, rebalancing, and tax-loss harvesting to optimize outcomes.
Address: 12203 Quaker Ave Suite 10, Lubbock, TX 79424
Phone: (806) 230-1323
Website: angellegacyadvisors.com
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