Harman Cpas & Associates
“John Harmon and his team have prepared our tax return for years and we appreciate all that they do help us!”
Best Financial Advisors in McKinney, TX
22 firms listed · all 22 in McKinney · 13 rated 4.5+
Data verified October 21, 2026
Fierce Financial Planning Services
“Absolutely loved the service 🥰🥰 very polite,sweet&kind did all she could&can do to get the maxxxx amount to me thank you🤗 thank you ☺️thank 🫂...”
Krishna Wealth Planning
“He takes the time to discuss any topic that's on my mind, and I always walk away feeling more confident about our financial future.”
JMG Wealth Management
“He has helped us with college savings for our kids, investment advising, retirement planning strategies, long term care planning, life insurance and disability insurance.”
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Yield Financial Advisors
“I had a great experience and am so grateful for the guidance!”
McKinney Wealth Management
“I've known Steven Rodgers personally and have always been impressed by his professionalism, knowledge, and genuine commitment to helping people make informed decisions with their investments.”
The 22 firms listed for McKinney, TX provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: McKinney, TX
All 22 firms we list here are in McKinney itself. We have 26 firms in McKinney on file; this page shows the highest-rated 22. 13 of the firms on this page have a rating, from 4.8 to 5.0 across 337 reviews; 2 have 50 or more reviews. 2 list staff certifications (CFP). Domain records put 11 websites of the firms on this page at ten or more years old; the oldest dates from 2000. 1 offers a free initial consultation. We have a website on file for all 22 of the firms on this page; 18 publish a contact page; 17 list a public email and 5 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for McKinney take financial planning bookings online?
5 of the 22 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Blake Wealth Management
“It has proven to be a very valuable and important relationship whereby Eric has ensured that after my retirement from corporate life, my financial assets would remain adequate for what is likely to be quite a long life.”
HL Wealth
“One of the best decisions of my life was choosing Hector as my financial planner when he came to the school I taught it at in 2013!”
Featured Wealth Management
Toro Wealth Management
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The Tax Firm
“They were fair and honest, while helping me save on my taxes.”
The Thompson Investment Group
Legacy Planning Group
“They display the highest level of concern for the responsibility of being a true fiduciary for their clients.”
LX Parker Wealth Management
Lindberg Financial
The Bryson Group
Harman, Rogowski & Associates
Mefford Wealth Management
Ridgegate Investment Management
Calander Wealth Management
Life Path Wealth Advisors
Pinecrest Financial
Why these companies made our list
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