CPAs with the Personal Financial Specialist credential combine tax expertise with financial planning.
Cetera Investment Advisers
Top advisor by experience in Midlothian
CPA/PFS
Precedent Wealth Partners
42yrs
Joseph WilliamsFinancial advisor
1800 West Loop South Suite 1400
Houston, TX 77027
Top 2% by experience in Texas
CFP®CPA/PFS
Cetera Investment Advisers
Top 3% by experience in Texas
CPA/PFS
Kestra Advisory Services
40yrs
David ShoemakerFinancial advisor
5707 Southwest Parkway Building 2, Suite 400
Austin, TX 78735
Top 4% by experience in Austin
CFP®CPA/PFS
Austin Wealth Management
39yrs
Daniel DavilaFinancial advisor
5209 Burnet Road Suite. 210
Austin, TX 78756
Top advisor by experience at Austin Wealth Management
CPA/PFS
Linscomb Wealth
38yrs
Heidi DavisFinancial advisor
1333 West Loop South Suite 1500
Houston, TX 77027
Top advisor by experience at Linscomb Wealth
CFP®CPA/PFS
Miai
38yrs
Daniel DooleyFinancial advisor
12222 Merit Dr Suite 1390
Dallas, TX 75251
Top 5% by experience in Texas
CPA/PFSFiduciary
Cetera Investment Advisers
Top 4% by experience in Allen
CFP®CPA/PFS
Momentum Independent Network
37yrs
Robert TheisenFinancial advisor
717 N. Harwood Street Suite 3400
Dallas, TX 75201
Top 6% by experience in Texas
CPA/PFSFiduciary
Advisor Resource Council
36yrs
Richard BrownFinancial advisor
15110 Dallas Parkway Suite 500
Dallas, TX 75248
Top 6% by experience in Texas
CPA/PFS
American Market Advisors
36yrs
Paul AndersonFinancial advisor
4126 Pond Hill Rd Suite 100
Shavano Park, TX 78231
Top 6% by experience in Texas
CPA/PFSFee-only firm
Cetera Investment Advisers
35yrs
Anna CarlyleFinancial advisor
4030 Swiss Ave
Dallas, TX 75204
Top 7% by experience in Texas
CFP®CPA/PFSFiduciary
LPL Financial
35yrs
James KlodoskyFinancial advisor
1449 Highway 6,Suite 350
Sugar Land, TX 77478
Top 7% by experience in Texas
CPA/PFSFiduciary
Cetera Investment Advisers
34yrs
David BottFinancial advisor
14090 Southwest Freeway Suite 200
Sugar Land, TX 77478
Top 8% by experience in Texas
CPA/PFS
Momentum Independent Network
34yrs
Dana DavidsonFinancial advisor
717 N. Harwood Street Suite 3400
Dallas, TX 75201
Top 8% by experience in Texas
CPA/PFSFiduciary
Equitable Advisors
34yrs
Samuel RibakFinancial advisor
8000 IH 10 West Suite 750
San Antonio, TX 78230
Top 8% by experience in San Antonio
CPA/PFSFiduciary
Parker Financial Advisors
33yrs
Joseph KlingenFinancial advisor
14800 St Mary's Ln Suite 245
Houston, TX 77079
Top 10% by experience in Texas
CPA/PFSFiduciary
Legacy Wealth Advisors
33yrs
John LandrumFinancial advisor
408 Water Street
Waxahachie, TX 75165
Top 7% by experience in Waxahachie
CPA/PFS
Cetera Investment Advisers
Top 10% by experience in Texas
CPA/PFSFiduciary
GQO Investment Advisors
Top 10% by experience in Texas
CPA/PFSFiduciary
Kestra Advisory Services
33yrs
Thomas MachugaFinancial advisor
5707 Southwest Parkway Building 2, Suite 400
Austin, TX 78735
Top 10% by experience in Austin
CPA/PFSChFCFiduciary
Howard Financial Services
32yrs
James HowardFinancial advisor
8350 Meadow Rd. Suite 181
Dallas, TX 75231
Top advisor by experience at Howard Financial Services
CPA/PFSFee-only firm
Alpha Wealth Strategies
Top 4% by experience in Cypress
CFACFP®CPA/PFS
Cetera Investment Advisers
32yrs
James WardFinancial advisor
305 W. Woodard St.
Denison, TX 75020
Top 11% by experience in Texas
CFP®CPA/PFS