Fiduciary advisors in Midland, TX

Midland, Texas

Campbell Private Wealth Management is an independent wealth advisory firm based in Midland, Texas, offering financial planning and investment management services to a limited clientele of affluent clients and families. Founded in the 1970s, the firm employs a systematic investment approach informed by over 46 years of experience and operates as part of the Ashton Thomas Private Wealth Network. The team includes multiple CFAs, a CFP professional, CPAs, and MBAs, with Craig A. Campbell as founder and managing partner, alongside partners Marcel Campos, Braden S. Schaffner, and Stefan P. Faria.

Midland, Texas

Heritage Private Wealth is an independent firm in Midland, Texas, founded and led by Managing Director Clayton Ortloff, offering investment management, retirement planning, estate planning, and other private wealth services. The firm, backed by LPL Financial, employs a client-centered approach focused on understanding personal priorities and developing customized financial strategies aligned with both short- and long-term objectives. The team includes professionals with decades of combined experience in the financial industry and holds relevant securities licenses including Series 7, 65, and 66 registrations.

Midland, Texas

Tactical Wealth Management is an independent fiduciary firm based in Midland, Texas, serving clients across the nation with investment management and wealth planning services. The firm offers financial planning, tax-strategy integration, and advisory services to individuals, families, pre-retirees, retirees, and business owners, with complimentary financial plans reviewed by a CFP® professional. The firm operates on a planning-first approach and incorporates tax considerations into its client strategies.

Midland, Texas

Talent Financial Services Raymond James is an investment advisory firm in Midland, Texas. The office has a wheelchair-accessible entrance. The office is open five days a week.