Areas served: Cedar Park, TX and surrounding Williamson County
Cedar Park's financial advisory landscape reflects the city's demographic mix of technology professionals from the Austin metro area, retirees, and growing families. The concentration of advisors along FM 1431 and near the Cedar Park Center area serves clients ranging from Dell and Apple employees managing stock compensation to small business owners and pre-retirees planning healthcare transitions. Local advisors typically specialize in either fee-only comprehensive planning, investment management for tech sector clients with complex equity situations, or insurance-based financial services.
Roy Snarr Snarr Financial & Insurance Services is a Cedar Park-based firm specializing in safe-money retirement solutions, asset protection, long-term care planning, and life insurance. Founded by Roy Snarr, a nationally-recognized expert ranked in the top 1% of financial professionals and a six-time MDRT Top of the Table award winner, the firm helps clients build guaranteed retirement income and prepare for unexpected life events. The company also operates Snarr Agent Academy, training financial agents nationwide on asset protection strategies and retirement planning.
Strategic Capital is a wealth management firm in Austin specializing in comprehensive financial planning and investment management for high-net-worth individuals and business owners. The firm provides personalized advisory services including retirement planning, tax-efficient investment strategies, and estate planning coordination. Their team of experienced advisors takes a fiduciary approach to help clients build and preserve wealth aligned with their long-term goals.
The Fox Alliance is a financial advisory firm based in Austin offering comprehensive wealth management and financial planning services. Led by experienced advisors, they work with clients to develop personalized strategies for investment management, retirement planning, and long-term financial goals. The firm focuses on delivering tailored guidance to help clients build and preserve wealth.
REAP Financial is an Austin-based wealth management firm specializing in retirement planning, investment management, and estate planning for affluent families and successful entrepreneurs. Their fiduciary advisors provide comprehensive financial services including tax mitigation, wealth management, and legacy planning through a Virtual Family Office model. They focus on designing wealth strategies that support clients' quality of life, protect their loved ones, and align with their personal values.
Archer Investment Management is a fee-only financial advisory firm in Austin specializing in comprehensive financial planning and investment management for high-achieving professionals. Led by CFP-certified advisors Richard Archer and Emily, the team helps clients optimize taxes, manage stock options and equity compensation, plan for retirement, and achieve work-life balance goals through personalized, goal-based strategies. They offer investment management with a focus on global diversification, tax-efficient planning, strategic life planning, and complete financial documentation support.
Tuyyo Planning Group is an independent, fiduciary financial planning firm in Austin specializing in comprehensive wealth management for high-income professionals (>$300k) and retirees with $2M+ in investable assets. Founded by CFP® Luis Guardia, the firm provides holistic planning across investments, tax, retirement, estate, education, insurance, employee benefits, and business planning—charging transparent, fee-based compensation without commissions or hidden product fees. Their boutique approach prioritizes personalized service and accountability, helping clients clarify their financial values and stay on track through life transitions.
49 Financial is an independent financial advisory firm in Austin specializing in comprehensive wealth management, retirement planning, and investment strategy for individuals and families. Their team of certified financial planners delivers personalized guidance on portfolio management, tax-efficient investing, and long-term financial planning to help clients build and preserve wealth.
Oakwell Private Wealth Management is an independent financial advisory firm serving high-net-worth individuals, business owners, corporate executives, retirees, doctors, and military leaders in the Leander area. They offer comprehensive wealth management services including investment planning, retirement planning, equity compensation planning, estate planning, tax planning, and business financial planning. Their collaborative approach focuses on understanding each client's unique definition of financial freedom and walking alongside them as a trusted financial partner.
Solstice Wealth is a fee-only financial planning firm founded by CFP Philip and Certified Financial Therapist Julia, offering comprehensive wealth management services including ongoing financial planning, investment management, and tax strategy optimization. With over 15 years of experience helping clients navigate major life transitions—from inheritance and divorce to business growth—they focus on demystifying complex financial decisions and addressing both the emotional and practical aspects of money management. Their fee-only model means no commissions or product sales, just advice aligned with your needs.
Ankerstar Wealth is an independent financial advisory firm based in Leander serving Central Texas clients. They provide comprehensive wealth management, investment planning, and financial consulting services tailored to individuals and families seeking personalized financial strategies. The team focuses on helping clients build and preserve wealth through evidence-based investment approaches and comprehensive financial planning.
Centennial Advisors is a financial advisory firm specializing in retirement planning and income strategies for high net worth clients. Their experienced team helps clients determine when they have enough to retire well, offering comprehensive planning that integrates investments and insurance products. They serve clients across multiple Austin-area locations with personalized consultations and ongoing advisory support.
Rethink Wealth is an independent financial advisory firm serving the Austin area with personalized wealth management and financial planning services. Their team of certified advisors works with clients to develop comprehensive strategies for retirement planning, investment management, and long-term financial goals. They focus on understanding each client's unique situation to provide tailored guidance rather than one-size-fits-all solutions.
Wise Counsel Wealth Management is an independent financial advisory firm in Georgetown specializing in comprehensive wealth management, retirement planning, and investment management. Their team works with clients to develop personalized financial strategies tailored to individual goals and life circumstances. They focus on providing fiduciary-standard advice and transparent, fee-based planning without commission conflicts.
Hailey M Whitt is a financial advisor at Edward Jones in Austin, specializing in retirement planning, investment management, and wealth strategies for individuals and businesses. With AAMS® certification, she helps clients with retirement savings strategies, business retirement plans, college savings, portfolio reviews, retirement income planning, and inheritance guidance. Edward Jones is a trusted investment firm focused on personalized financial solutions for long-term wealth building.
Fiduciary Financial Advisors, founded by CFP® Angel Escobedo, is an independent wealth management firm specializing in comprehensive financial planning, retirement planning, investment management, estate planning, and in-house tax preparation. The firm operates on a fee-only model with transparent pricing (maximum 0.95% annual advisory fee) and serves clients nationwide from their Austin location, with particular expertise in serving diverse populations including expats, business owners, healthcare professionals, and families navigating complex financial situations. Angel Escobedo brings a personal financial planning degree from Texas Tech University, bilingual Spanish-English expertise, and a 95% client retention rate, emphasizing data-driven decision-making and financial peace of mind.
Ark Financial Group is a family office firm specializing in tailored wealth management and financial solutions for entrepreneurs and business owners in Austin. Led by CEO David Bull, they provide integrated services including wealth management, tax strategies, estate planning, succession planning, risk management, and business advisory—all coordinated through a dedicated Family Office Captain. Their flat fee-based fiduciary approach focuses on protecting assets, achieving financial clarity, and aligning wealth with personal purpose for visionary entrepreneurs.
Trajan Wealth is a fiduciary wealth management firm founded by U.S. Marine Corps veterans and led by Jeff and Brenda Junior. They offer comprehensive financial services including investment management, retirement planning, estate planning, and tax strategy—all coordinated under one roof. As fee-only fiduciaries, they're ethically bound to act in clients' best interest without commissions, providing personalized strategies aligned to goals, risk tolerance, and values.
Texas Financial Advisors is an independent financial advisory firm serving the Austin area with comprehensive wealth management and financial planning services. The firm provides personalized investment management, retirement planning, and financial strategy tailored to individual client goals and circumstances. They work with clients to build and protect wealth through thoughtful, customized advisory relationships.
Austin Wealth Management is a fee-based financial advisory firm serving Central Texas families with comprehensive wealth planning, investment management, retirement planning, and tax strategy. Led by a team of CFP-certified advisors including Kevin Smith (CFA), Derek Ripp (CFP, CEPA), and others, the firm emphasizes education, advocacy, and accountability rather than sales pressure. They help clients address major financial questions—from retirement timing and college savings to tax optimization, insurance planning, and legacy protection—through a documented planning process supported by a secure online wealth management platform.
Jordan Brown is a CFP® certified financial advisor at Edward Jones in Cedar Park, specializing in comprehensive wealth strategies, estate and legacy planning, business retirement plans, and college savings. With a focus on high-net-worth clients ($250,000+), Jordan provides personalized financial guidance to help clients build and protect their wealth through strategic planning and investment management. Supported by team member Bronwyn Swartz (AAMS®, FPQP®), the practice delivers tailored financial solutions for clients seeking professional expertise in retirement, business succession, and generational wealth transfer.
True Financial Group is a Registered Investment Advisory (RIA) firm founded by financial planners Scott Brischke and Marie Freemyer, offering comprehensive financial planning and investment management services. As fee-only fiduciaries, they prioritize clients' interests above their own and do not earn commissions on product sales. They serve individuals, couples, families, and businesses throughout the Austin area, Texas, and nationwide.
Fort Wealth Management is a comprehensive financial advisory firm serving clients across Texas with offices in Austin, Houston/Katy, Waco, and Fort Worth. They specialize in retirement income planning, tax optimization strategies, investment management, comprehensive financial planning, and legacy planning, with a focus on helping clients achieve financial security and peace of mind. Their team includes RICP-designated retirement income specialists and ChFC-credentialed professionals who offer concierge-style service and free initial consultations.
Austin Asset is a premier wealth management and financial advisory firm serving Austin for over 37 years. They provide comprehensive financial planning including investment management, wealth planning, life event planning, charitable giving strategies, and family office services—from retirement and business sale planning to estate planning, tax optimization, and employee benefits review. Their holistic approach combines portfolio strategy with personalized life planning, treating clients' financial needs across generations.
Roy Snarr Snarr Financial & Insurance Services, Inc. is the top-ranked financial advisor in Cedar Park with a Lantern Score of 85.31/100 and a 5★ rating based on 216 reviews. They specialize in safe-money retirement solutions, asset protection, long-term care planning, and are particularly well-suited for pre-retirees, retirees seeking guaranteed income, and Medicare-eligible clients.
Strategic Capital - Wealth Management Austin (Lantern Score: 84.68/100) and The Fox Alliance (Lantern Score: 84.60/100) are both top-ranked options for high-net-worth individuals in the Cedar Park area. Strategic Capital specializes in comprehensive financial planning and investment management for high-net-worth individuals and business owners, while The Fox Alliance offers comprehensive wealth management services with experienced advisors.
Several advisors serve retirees well, including REAP Financial (Lantern Score: 83.39/100, 4.9★), which specializes in retirement planning and estate planning for affluent families, and Archer Investment Management (Lantern Score: 82.53/100, 5★), which serves those nearing or in retirement. Roy Snarr Snarr (85.31/100) also specializes in retirement solutions and guaranteed income strategies for retirees.
Strategic Capital - Wealth Management Austin (Lantern Score: 84.68/100) and Ark Financial Group (Lantern Score: 76.53/100) both specialize in serving entrepreneurs and business owners. Ark Financial Group is specifically focused on tailored wealth management and business succession planning, while Strategic Capital provides comprehensive financial planning for complex business owner situations.
Tuyyo Planning Group, LLC (Lantern Score: 82.04/100, 5★) is an independent, fiduciary financial planning firm specializing in comprehensive wealth management for high-income professionals earning over $300k and retirees with $2M+ in investments. They focus on tax-aware retirement strategies and personalized planning for this income tier.
None of the 23 financial advisors listed in Cedar Park are open on weekends. All businesses operate during standard business hours, so clients should contact their preferred advisor during the week to schedule consultations.