Best Financial Advisors in Lubbock, Texas

Winston Wealth Advisors is a financial planning firm in Lubbock helping clients develop comprehensive, personalized financial strategies. Led by experienced advisors David and Jacob Winston, the team takes a disciplined, long-term approach to understanding each client's unique goals and creating meaningful financial plans. They offer financial planning, investment management, and ongoing advisory services, with many clients served for over 20 years.

AIM Advisory Group is a Lubbock-based financial advisory firm led by CFP® Justin L. Price, specializing in comprehensive financial planning, retirement planning, and investment management for successful business owners and growing families. They provide strategic wealth planning with a focus on tax-efficient strategies, asset management, and helping clients achieve long-term financial goals through a personalized advisory process.

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.

Alpha Capital Strategies is a financial services firm in Lubbock offering comprehensive planning and advisory services. They provide insurance, financial consultation, and strategic planning to help clients build and protect their wealth. Their team of experienced consultants works with individuals and businesses to develop customized financial strategies aligned with their goals.

RFS Financial Services is an independent financial consulting firm in Lubbock offering insurance, financial planning, and advisory services. Led by experienced consultants, they work with individuals and families to address comprehensive financial needs including insurance protection, investment strategy, and long-term planning. Their local presence and personalized approach make them a resource for Lubbock residents seeking integrated financial guidance.

Amicus Financial Advisors is a comprehensive wealth management firm in Lubbock offering personalized financial planning, investment management, retirement planning, strategic tax planning, insurance solutions, and legacy planning. Their unified team of financial advisors, tax experts, and attorneys work together to provide fiduciary-standard advice tailored to each client's unique circumstances, goals, and values. They specialize in helping clients prepare for retirement, navigate sudden financial changes, and build long-term financial security.

Leland J Brockman is a financial advisor at Edward Jones in Lubbock specializing in comprehensive wealth management for clients with $2 million or more. He offers retirement income strategies, wealth management, retirement savings planning, intergenerational planning, charitable giving, and estate and legacy strategies. As an AAMS® (Accredited Asset Management Specialist), Brockman provides personalized financial guidance and is currently accepting new clients.

Lubbock Financial Services, Inc. is a local financial advisory firm serving Lubbock and the surrounding area. They provide personalized financial planning and investment management services to help clients build and protect their wealth. With a focus on individual client needs, they offer guidance on retirement planning, investment strategies, and overall financial goals.

The Advisors Group is a fee-only financial planning firm in Lubbock founded by CFP John Russell, offering comprehensive financial planning, investment management, tax preparation, and strategic tax planning for individuals and families. They use a life planning approach to help clients achieve personal and family financial goals while navigating planned and unexpected life events. With team members including CFP professionals and tax specialists, they work with clients over long periods, including across multiple generations, functioning as trusted advisors through both calm and turbulent financial times.

Pennington Bass & Associates is a financial advisory firm based in Lubbock serving individuals and businesses with comprehensive financial planning and investment management services. The firm provides personalized guidance on retirement planning, investment strategies, and wealth management to help clients achieve their long-term financial goals.

Wells Fargo Advisors provides comprehensive financial advisory services including investment management, retirement planning, and wealth management solutions. Located on Slide Road in Lubbock, this branch of the nationally recognized Wells Fargo network offers personalized financial guidance for individuals and businesses seeking to grow and protect their assets.

LPL Financial is a financial advisory firm serving Lubbock and the surrounding region. They provide comprehensive financial consulting services to help clients with investment planning, retirement strategies, and overall wealth management. As a consultant-based finance service, they work with individuals to develop personalized financial plans tailored to their specific goals and circumstances.

Northwestern Mutual Financial is a financial services company offering comprehensive wealth management, insurance, and retirement planning solutions. Their Lubbock office provides personalized financial advisory services to help clients build and protect their wealth through a range of products and investment strategies.

Flathers Wealth Management is a financial advisory firm located in Lubbock, Texas, serving clients who need comprehensive wealth planning and investment management services. The team works with individuals and families to develop personalized financial strategies tailored to their goals and circumstances.

Merrill Lynch Wealth Management in Lubbock provides comprehensive financial advisory services including investment management, retirement planning, and wealth strategies for individuals and families. As part of Bank of America's wealth management division, they offer access to sophisticated financial tools, market research, and personalized guidance to help clients build and preserve wealth across multiple asset classes.

Brandon Hamilton is a Merrill Lynch Financial Advisor serving Lubbock with comprehensive wealth management and investment services. Drawing on Merrill Lynch's institutional expertise, Hamilton helps clients with investment planning, retirement strategies, and wealth preservation. He works with individuals and families to build tailored financial plans aligned with their long-term goals.

Edward Jones Financial Advisor Todd Hill provides comprehensive financial planning and investment management services to individuals and families in Lubbock. As part of the Edward Jones network, Todd Hill offers personalized guidance on retirement planning, education savings, wealth management, and insurance solutions. Edward Jones is known for its relationship-driven approach and local branch presence, helping clients build long-term financial strategies.

Family Dynasty Advisors is a financial advisory firm in Lubbock specializing in comprehensive wealth planning and financial guidance. They work with individuals and families to develop personalized strategies for wealth management, retirement planning, and long-term financial goals. The firm focuses on helping clients build and preserve wealth through tailored advisory services.

Wellington State Wealth Management is a financial advisory firm serving Lubbock and the surrounding region. They provide comprehensive wealth management services including investment management, retirement planning, and personalized financial strategies tailored to individual client goals. The firm focuses on delivering professional financial guidance to help clients build and preserve wealth.

Massengale Wealth Management is an independent financial advisory firm based in Lubbock, TX, offering comprehensive wealth management and financial consulting services. The firm works with clients to develop personalized financial strategies, investment plans, and long-term wealth building approaches. They serve individuals and families seeking professional guidance on managing their finances and building sustainable wealth.

West Texas Investments is an independent financial advisory firm based in Lubbock serving clients throughout West Texas. They provide comprehensive financial planning, investment management, and consulting services tailored to help individuals and businesses build and preserve wealth. The firm specializes in personalized strategies designed to meet each client's unique financial goals.

Johnston Wealth Management is a financial advisory firm serving Lubbock and the surrounding region. They provide comprehensive wealth management and financial consulting services to help clients build and protect their financial futures. The firm focuses on personalized financial planning and investment strategies tailored to individual client needs.

Vision Wealth Advisors is an independent financial advisory firm serving Lubbock and the surrounding region. They provide comprehensive financial planning and wealth management services to help clients build and preserve their financial futures. Their team works with individuals to develop personalized investment and retirement strategies tailored to each client's unique goals.

Creative Wealth Management is a financial advisory firm based in Lubbock specializing in wealth planning and management services. The firm helps clients build and preserve wealth through personalized financial strategies tailored to their individual goals and circumstances. They serve the Lubbock area with comprehensive financial guidance.

Lincoln Financial Advisors in Lubbock provides comprehensive financial planning and advisory services to help clients manage their wealth and plan for the future. As a financial consulting firm, they offer personalized guidance on investment strategies, insurance solutions, and financial decision-making tailored to individual client needs.

Harbinger Wealth Management is an independent financial advisory firm in Lubbock specializing in wealth planning and investment management for individuals and families. The team works with clients to develop comprehensive financial strategies tailored to their specific goals and circumstances, helping them make informed decisions about investments, retirement, and long-term wealth building.

Evensky & Katz / Foldes Wealth Management is an independent financial advisory firm in Lubbock providing comprehensive wealth management, investment management, and financial planning services. The firm specializes in retirement planning, portfolio strategy, and personalized financial guidance for individuals and families seeking a fiduciary approach to wealth management.

Edward Jones Financial Advisor Tommy Wood, CEPA® and AAMS® certified, provides personalized financial planning and investment management services to individuals and families in Lubbock. With credentials in financial advisory and business valuation, Tommy Wood helps clients develop comprehensive strategies for wealth management, retirement planning, and long-term financial goals.

Antioch Wealth Management is a financial advisory firm based in Lubbock that provides comprehensive wealth management and financial planning services. They work with clients to develop personalized financial strategies tailored to individual goals and circumstances.

Happy Investment Services, West Texas Wealth is an Ameriprise Financial Services branch in Lubbock offering comprehensive financial advisory services including investment management, retirement planning, and wealth management strategies. The team works with individuals and families to develop personalized financial plans aligned with their long-term goals.