Find a Financial Planner in Midland, TX

 

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We did the hard work of finding trustworthy partners in Midland, TX.

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We Only Work With The Best Midland Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Midland, TX


  • Financial Advisor Close to Midland, TX

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Midland Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the Midland area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
Financial planning is a service in which a qualified professional creates a detailed plan for a client's financial future. Plans in Midland can include budgeting, retirement planning, tax planning, spending and saving strategies, and more.
13.1% of Midland's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Midland area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning is a process by which a financial advisor and/or estate lawyer in the Midland area helps you create and codify legal documentation to distribute your estate upon your death. It is best to start estate planning early to ensure that everything is accounted for.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Midland area an ongoing effort.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. Financial advisors in the Midland area often offer tax planning services to their clients. Tax planning strategies will differ depending on depending on where you live. Texas has unique laws defining which actions trigger a taxable event and has the 20th lowest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse is a service offered by many financial advisors, planners, and other professionals in the Midland area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Midland area when dealing with high-interest credit card debt and private student loans.

 

The Value of Working With the Best Financial Planners in Midland, TX


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Midland, TX

We evaluated over 13,000 RIA firms to bring you the best of the best Midland financial advisors.
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How Retirement-Friendly is Midland, TX?

  • Population: 138,549
  • % of Population 62 Years and Over: 13.1%
  • Average Home Value: $238,000
  • Average Monthly Housing Cost: $1,257
  • Average Household Income: $112,701
  • Texas Total Tax Burden: 8.19% (20th Lowest in U.S.)
  • Texas Property Tax: 3.91% (9th Highest in U.S.)
  • Texas Individual Income Tax: 0.00% (Lowest in U.S.)
  • Texas Sales and Excise Tax: 4.28% (9th Highest in U.S.)


The Top Financial Advisor Firms in Midland, TX


CARGILE INVESTMENT MANAGEMENT

Website

(432) 617-1394

415 West Wall Street
Suite 2200
Midland, TX 79701

SEC#: 801-64513
Years in Business: 16 years

SYNTAL CAPITAL PARTNERS, LLC

Website

(432) 262-8111

1901 Heritage Blvd

Midland, TX 79707

SEC#: 801-74778
Years in Business: 9 years

REDEMPTION CAPITAL

Website

(432) 559-2979

800 N Marienfeld
Suite 101
Midland, TX 79701

SEC#: 801-119626
Years in Business: 0 years