Fiduciary advisors in Abilene, TX

Abilene, Texas

Koda Wealth Management LLC, based in Abilene, Texas, provides financial planning and investment management services. The firm is led by Brendan Messenger, a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Financial Consultant (ChFC®) with over 20 years of experience in financial services. Messenger works with clients across investments, insurance, and debt reduction strategies, drawing on knowledge of stocks, bonds, ETFs, and mutual funds. The firm has earned a 5-star rating on Google based on 30 reviews.

Abilene, Texas

Steven Wegrzynowicz is a Wealth Manager at LPL Financial in Abilene, Texas, holding Series 7, 66, and Life and Health licenses since 2022. He works with professionals across various fields—including educators, medical practitioners, attorneys, accountants, and business owners—to develop personalized financial strategies aligned with individual goals and values. His practice emphasizes ongoing financial guidance across multiple areas of planning, with a focus on tax-efficient approaches and long-term client relationships.

Abilene, Texas

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Abilene, Texas. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Abilene, Texas

Plan Ahead Financial Management, Inc., based in Abilene, Texas, offers investment management, financial consulting, and a proprietary spending plan service called Plan Ahead Spending® to individuals, business owners, retirees, and trusts. The firm operates on a fee-only basis, using a mix of exchange-traded funds, options, individual securities, and alternative investments, with Paul Schnitman (ChFC) as President and Kyle Schnitman (CFP®) as Investment Advisor. The firm was established in 1992 and emphasizes customized planning for goals such as retirement, education funding, and debt reduction, with internally developed systems rather than vendor-purchased strategies.

Abilene, Texas

VistaCrest Financial is an investment advisory firm in Abilene, Texas. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Abilene, Texas

William Madison Advisors is an investment advisory firm in Abilene, Texas. Services include Financial Planning and Investment Management. Service options include onsite meetings and online appointment booking. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 3 Google reviews.