Oakwell Private Wealth Management
“They take exceptional care of their clients, making sure we understand and stay informed about every decision regarding our investments and strategy.”
Best Financial Advisors in New Braunfels, TX
16 firms listed · all 16 in New Braunfels · 2 open weekends · 9 rated 4.5+ · 3 show a license
Data verified October 15, 2026
David G Barr CPA
“An hour-long consultation with David was more than just helpful.”
4life Wealth Advisors
“A big thank you to the professionalism and patience of Chaston and Grace and all the team members of 4 Life who helped my family navigate some in person phone calls to several financial institutions this past week.”
Intentional Living FP
“If you truly care about your life and your future, Jim is the man who knows how to get it done.”
Mullins Michael L CPA
“He is the best CPA in New Braunfels He is very reliable and does quality work”
Frost Investment Services
The 16 firms listed for New Braunfels, 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: New Braunfels, TX
All 16 firms we list here are in New Braunfels itself. We have 20 firms in New Braunfels on file; this page shows the highest-rated 16. 12 of the firms on this page have a rating, from 1.0 to 5.0 across 75 reviews; 9 are rated 4.5 or higher. 2 are open on Saturdays. 3 show a license on their websites. 12 have ten or more years of experience, the longest 30 years. We have a website on file for all 16 of the firms on this page; 11 publish a contact page; 13 list a public email and 2 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 New Braunfels take financial planning bookings online?
2 of the 16 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.
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Fruit of the Vine Financial
“I'm grateful to work with Della, who is exceptionally knowledgeable, responsible, and fully licensed to offer a wide range of services.”
Griffin Asset Management
“Extremely personable, very knowledgeable and always offers options for you to pick from.”
James Mahan- South Texas Wealth Management
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Providence Wealth Management
“We have great confidence that PWM is the right choice for managing our investments.”
Hoffmann Financial Services
Sather Financial Group
Olson Wealth Management
Intentional Legacy FP
AXA Advisors
Horizon Wealth Strategies
Why these companies made our list
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