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Best Financial Advisors in El Paso, Texas

Navigating the world of financial planning can be daunting, especially when you’re looking for a trusted advisor who understands your unique needs and goals. Whether you’re planning for retirement, managing your estate, or looking for investment advice, El Paso, Texas, offers a variety of experienced financial advisors. Here’s a comprehensive guide to some of the best financial advisors in the area, complete with contact information, reviews, and useful tips on what to look for when choosing a financial advisor.

What to Look for in a Financial Advisor

Credentials and Experience

When choosing a financial advisor, it’s crucial to consider their credentials and experience. Look for certifications like Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or Certified Investment Management Analyst (CIMA). These certifications ensure that the advisor has met rigorous education, examination, and ethical requirements. For example, Oscar Romero at First Command Financial Services has a strong background in working with military families and holds a high satisfaction rating from his clients​​.

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Fee Structure

Understanding how a financial advisor is compensated is essential. Advisors can be fee-only, commission-based, or a combination of both. Fee-only advisors, such as those at J Beaver Investment Advisors, do not earn commissions from selling financial products, which can help ensure that their advice is objective and in your best interest​​.

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Services Offered

Different financial advisors offer varying services, from retirement planning and investment management to estate planning and tax advice. Make sure the advisor you choose offers the services that align with your needs. For example, Lauterbach Financial Advisors provides comprehensive services including financial planning, estate planning, and investment management​​.

Client Reviews and Testimonials

Client reviews and testimonials can provide valuable insights into an advisor’s effectiveness and client satisfaction. For instance, Crown Wealth Strategies has numerous positive reviews highlighting their personalized approach and comprehensive financial planning services​​.

Top Financial Advisors in El Paso, Texas

Lauterbach Financial Advisors

Contact Information:

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  • Financial planning
  • Estate planning
  • Investment management

Client Review: Tom Chaney of Lauterbach Financial Advisors has been praised for his attentive service and ability to provide tailored financial advice that has helped clients maintain financial stability even in assisted living situations​​.

Crown Wealth Strategies

Contact Information:


  • Comprehensive financial planning
  • Investment management
  • Education planning

Client Review: Clients appreciate the personalized attention and the detailed financial plans provided by Crown Wealth Strategies, which help them navigate complex financial situations with confidence​​.

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Wells Fargo Advisors

Contact Information:

  • Phone: 915-533-3437
  • Address: 201 E. Main Street, Suite 101, El Paso, TX 79901
  • Website: Wells Fargo Advisors


  • Investment management
  • Retirement planning
  • Wealth management

Client Review: Wells Fargo Advisors are known for their tailored financial strategies and personal service, making them a reliable choice for many clients in El Paso​​​​.

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J Beaver Investment Advisors

Contact Information:


  • Fee-only advisory
  • Custom portfolios
  • Retirement planning

Client Review: Clients value the objective and personalized advice provided by J Beaver Investment Advisors, as they do not sell any financial products, ensuring unbiased recommendations​​.

The Marcum Team, Merrill Lynch

Contact Information:


  • Wealth management
  • Retirement planning
  • Investment strategies

Client Review: The Marcum Team is highly regarded for their comprehensive approach to financial planning and their ability to provide personalized investment strategies tailored to their clients’ needs​​.

Oscar Romero, First Command Financial Services

Contact Information:


  • Financial planning for military families
  • Investment management
  • Retirement planning

Client Review: Oscar Romero is praised for his professionalism and deep understanding of the military lifestyle, making him a trusted advisor for many military families​​.

Table of El Paso’s Top Financial Advisors

Advisor Phone Address Website Services
Lauterbach Financial 915-544-6950 4130 Rio Bravo Street, El Paso, TX 79902 Visit Site Financial planning, estate planning, investment management
Crown Wealth Strategies 915-613-4300 El Paso, TX 79912 Visit Site Comprehensive financial planning, investment management, education planning
Wells Fargo Advisors 915-533-3437 201 E. Main Street, Suite 101, El Paso, TX 79901 Visit Site Investment management, retirement planning, wealth management
J Beaver Investment 915-759-6393 Visit Site Fee-only advisory, custom portfolios, retirement planning
The Marcum Team, Merrill 915-534-3103 4699 N. Mesa Street, Floor 01, El Paso, TX 79912 Visit Site Wealth management, retirement planning, investment strategies
Oscar Romero, First Command 1605 Beech St, El Paso, TX Visit Site Financial planning for military families, investment management, retirement planning
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Choosing the right financial advisor is a crucial step in achieving your financial goals. In El Paso, Texas, you have access to a diverse range of experienced and highly regarded financial advisors. Whether you need comprehensive financial planning, investment management, or specialized advice for military families, there is an advisor who can meet your needs. Remember to consider their credentials, fee structures, and client reviews to make an informed decision. The right financial advisor can provide you with the guidance and confidence to navigate your financial future successfully.

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