Fiduciary advisors in El Paso, TX

El Paso, Texas

Armando Salas is a CFP® based in El Paso who provides investment management and comprehensive financial planning services including insurance, estate planning, and tax-efficient retirement strategies. He works with clients across different financial backgrounds through a three-step process: initial discovery and goal-setting, outcome mapping based on risk tolerance and time horizon, and ongoing monitoring to adapt to life changes and market conditions. Salas began his career at Vanguard advising high-net-worth households before returning to El Paso to serve his community through Gentry Partners Wealth Management.

El Paso, Texas

Gentry Partners Wealth Management is an El Paso-based firm providing investment management and wealth management services to clients at various stages of their financial lives. The firm uses a three-step process that begins with an onboarding meeting to understand the client's situation and goals, moves into developing a financial strategy based on time horizon and risk tolerance, and includes ongoing monitoring and adjustments as circumstances change. The team consists of industry professionals with combined experience serving investors of different backgrounds.

El Paso, Texas

Insurance-Based

Javier Zubiate, Financial Advisor - Crown Wealth Strategies is an insurance-based firm in El Paso, Texas. Services include Financial Planning and Insurance Analysis. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

El Paso, Texas

Lincoln Financial Group is an investment advisory firm in El Paso, Texas. Services include Financial Planning and Insurance Analysis. 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.

El Paso, Texas

Osaic Wealth is an independent financial services firm based in El Paso, Texas, serving clients in El Paso and Southern New Mexico. The firm provides college planning, retirement planning, estate planning, investment management, and insurance services, with a client base that includes individual investors preparing for retirement across various life stages. Osaic Wealth develops customized strategies for each client rather than applying standardized approaches, and conducts annual portfolio reviews with ongoing monitoring. Alfonso A. Holguin leads the firm.

El Paso, Texas

Serenity Services is an investment advisory firm in El Paso, Texas. The office is open seven days a week, including weekends.

El Paso, Texas

Trilogy Financial Planning is an independent advisory firm in El Paso, Texas that operates outside traditional insurance companies and brokerage constraints, allowing advisors to recommend from a broad range of investment vehicles and planning strategies. The firm serves clients across retirement planning, tax optimization, charitable giving, and high-net-worth planning through a four-step process: discovery, proposal presentation, implementation, and ongoing portfolio review. Services include guidance on retirement accounts, ETF-based strategies, and tax-law updates as circumstances change. The firm employs an AIF-credentialed consultant and charges straightforward fees for advice.

El Paso, Texas

West Texas Financial is an investment advisory firm in El Paso, Texas. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4-star rating from 8 Google reviews.