Fiduciary advisors in Corpus Christi, TX

Corpus Christi, Texas

Coastal Bend Wealth Partners is an investment advisory firm in Corpus Christi, Texas. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Corpus Christi, Texas

MGA Wealth Management & Life Coaching, based in Corpus Christi, Texas, provides investment management and wealth management services alongside life coaching. The firm employs a proprietary three-phase planning process—discovery, design, and deployment—that addresses financial planning, risk assessment, and ongoing service coordination. The firm serves clients seeking work-optional lifestyles and guidance through major financial transitions, with an in-house life coach available to connect clients with health and wellness resources. Michael Gorichanaz leads the firm's approach, which integrates financial objectives with broader lifestyle and wellness goals through a unified planning strategy.

Corpus Christi, Texas

Melissa Lara Financial is an independent firm in Corpus Christi, Texas, offering financial planning, insurance placement, and tax services to individuals and small businesses throughout the Coastal Bend. The principal, Melissa Lara, holds more than 13 years of experience and operates on a fiduciary basis, combining investment guidance with home, auto, and commercial insurance solutions tailored to local market conditions. The firm coordinates retirement income strategies, handles year-round tax planning and filing, and emphasizes transparent, relationship-based service.

Corpus Christi, Texas

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Corpus Christi, 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 2 Google reviews.

Corpus Christi, Texas

Spotlight Financial, based in Corpus Christi, Texas, provides investment management, financial planning, risk management, and personal CFO services. Founded in March 2024 by Alex DeLeon and Bob Griffin, the firm is led by a team with decades of combined experience at major financial institutions, alongside Armando J. De Leon who brings nearly 40 years of financial consulting background. The firm emphasizes education-driven advisory, transparent fee arrangements, and a holistic approach to client wealth and risk management across business transitions, real estate, and tax planning.

Corpus Christi, Texas

Strategic Financial Services in Corpus Christi offers investment management, retirement planning, and estate planning services using a consultative approach. The firm works with clients to identify financial objectives and develop plans addressing near-term needs and future goals, including education funding, homeownership, and retirement income strategies. Leadership includes advisors with substantial industry experience.