Best Financial Advisors in Odessa, TX

The highest-rated Financial Planning & Wealth Management companies out of 126 vetted & reviewed in the Odessa area.

Marc Garcia & Associates

Marc Garcia & Associates

(24)
Public Notary, Cash Flow Management, New Business Formation
“I'm been with Mark Garcia and associated for the past 5 years they have been taking care of my bookkeeping and tax returns and they had always very helpful of all my business needs and always willing to teach me to understand where my business is sta...”
In Business Since 2008
Offers Financing Options
Transparent Fees & Pricing
1951 E 37th St A, Odessa, TX
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Retire West Texas

Retire West Texas

“There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits...”
In Business Since 2005
Transparent Fees & Pricing
1520 N Grandview Ave, Odessa, TX
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Carter Financial

Carter Financial

(2)
Retirement Planning, IRA Rollover, Wealth Management
“It was a little tough getting some of my stuff moved over but Mandee worked diligently and persistently until it was done.”
In Business Since 2023
Family Business
Free Initial Consultation
Serving Odessa Area
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Sproles Woodard

Sproles Woodard

Tax, Industries, Family Asset Management
“The mission of our firm is to provide responsive, quality accounting and business services to clients; to develop new business opportunities by projecting our expertise and business knowledge; and to engender a workplace that enriches the professiona...”
In Business Since 1998
6 Desta Dr suite 5800 suite 5800, Midland, TX
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Van Pearcy - Raymond James

Van Pearcy - Raymond James

“Helping you pursue the big things in life is our business. Guided by our experience, we help you build, manage, and preserve your assets in a way that reflects your values and goals. Whether you want to provide for your family, support your community...”
In Business Since 1998
Serving Odessa Area
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Permian Wealth Management

Permian Wealth Management

(4)
Services, Services
“I have used them exclusively for my money management for the past 20 years - they have handled my 401K, financial planning, investment, life insurance, retirement planning, and now college planning.”
In Business Since 1998
708 W Scharbauer Dr suite a-4, Midland, TX
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Syntal Capital Partners

Syntal Capital Partners

“We help our clients distill the issues they are up against – and make sure they are asking the right questions. Many of our clients face transitions, often involving a liquidity event. We do more than help them monetize the opportunity, we help them ...”
In Business Since 2004
Serving Odessa Area
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Cosner Financial Group

Cosner Financial Group

Families and Individuals, Businesses
“You deserve independent financial advice focused on your unique financial future. At Cosner Financial Group, we're not just planners, we're partners. We get to know you and your goals, so that we can guide you to the lifestyle you desire.”
In Business Since 2008
Free Initial Consultation
Accepts Cash
Family Business
Serving Odessa Area
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Rydar Equities

Rydar Equities

“Cameron Rompal has an unapologetic passion for finance that started early in his teens! Going back to 1st grade, he presented his interests in Warren Buffet to his young classmates for "career day."He regards himself as having been fortunate to find ...”
In Business Since 2010
24 Smith Rd #302, Midland, TX
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Basin Wealth Management

Basin Wealth Management

““When the market goes down, you lose money. But, when the market goes back up, you make it back. But, if you lose money to taxes, you're never getting that money back. That's a one-way street. That's why it's critical to have an advisor that has inve...”
In Business Since 2017
3300 N A St Bldg. One, Ste. 108, Midland, TX
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Kevin Foreman - Raymond James

Kevin Foreman - Raymond James

Services, Services
“Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Foreman Financial is not a registered broker/dealer and is independent of Raymond James Financial Services.”
In Business Since 1998
Serving Odessa Area
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R C A Financial-Investment Services

R C A Financial-Investment Services

In Business Since 2012
1031 Andrews Hwy, Midland, TX
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Mesa Pointe Wealth

Mesa Pointe Wealth

“With over 30 years of experience in the industry, our team at Mesa Pointe Wealth is a blend of seasoned expertise and modern insight. We're not just financial advisors; we're your partners in ambition. Our professionals have been at the forefront of ...”
In Business Since 2022
1004 N Big Spring St Suite 107, Midland, TX
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Donald Ruppanner CPA

Donald Ruppanner CPA

“We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.”
In Business Since 2020
800 W Wall St D, Midland, TX
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Cargile Investment Management

Cargile Investment Management

Financial Planning, Other Services, Investment Management
“Our firm is led by Mickey Cargile, a nationally recognized expert on financial and economic issues. We use our deep knowledge of financial markets and investment management to help you achieve your long-term goals. By providing independent, trustwort...”
In Business Since 2011
415 W Wall St # 2200, Midland, TX
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Campbell Private Wealth Management

Campbell Private Wealth Management

“Forty-six years of experience created our proprietary algorithm to guide our investment approach. Our objective is to protect and grow wealth, reducing the impact of human emotions with a systematic approach.”
In Business Since 2024
415 W Wall St # 2120, Midland, TX
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Hughes Heath

Hughes Heath

(2)
“We recently opened a business in Big Spring, and he has been so quick and responsive to questions during this time.”
Serving Odessa Area
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Bennett Bennett & Trice

Bennett Bennett & Trice

(49)
Assurance, Advisory, Tax
“I have known and used Bryan Bennett exclusively as my accountant, business consultant, and source for recommendations and opinions in most all aspects of my medical practice, professional decision-making, and financial investments for over five years...”
In Business Since 2023
Accepts All Major Credit Cards
Licensed, BBB Rating: A
Transparent Fees & Pricing
6807 Indiana Ave Suite 200, Lubbock, TX
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Syncore Medical Realty

Syncore Medical Realty

(35)
Start A Practice, Lease Negotiation Renewal, Market Analysis
“Beyond the basic issue of ensuring we received a fair rental rate, their experience in the health care space was obvious as they were able to identify aspects of our current lease that needed to be updated or amended to come in line with current stan...”
In Business Since 2016
Free Initial Consultation
Serving Odessa Area
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Harlow & Harlow

Harlow & Harlow

(2)
Services For Individuals, Tax Services, Business Services
“Done business with them for over forty years.”
In Business Since 1942
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
Transparent Fees & Pricing
107 W Twohig Ave, San Angelo, TX
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LPL Financial

LPL Financial

(2)
Investments, Saving For College, Charitable Giving
“He has been helping me build a financial plan to ensure success in my retirement and to leave a legacy for my children.”
In Business Since 1996
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
402 Cypress St #305, Abilene, TX
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Mason Warner & Company

Mason Warner & Company

(2)
Tax Preparation, Bookkeeping, Consulting
“As a new small business owner I was nervous about filing my taxes, but he was very informative and helpful!”
In Business Since 1974
Licensed, BBB Rating: A+
5202 Indiana Ave, Lubbock, TX
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Evensky & Katz / Foldes Wealth Management

Evensky & Katz / Foldes Wealth Management

Cats & Kittens
“We'rea large independent Registered Investment Advisory firm with offices in South Florida, West Texas, and Washington. Our staff of 35, including 19 experienced CFP®* practitioners, currently advises $2.6 billion in assets. Over 35 years in our prof...”
In Business Since 2010
Remote Consultations Available
Licensed, BBB Rating: A+
Pyramid Plaza, 3223 S Loop 289, Lubbock, TX
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David Disraeli, President 360networth

David Disraeli, President 360networth

(21)
  • LLC
  • Understand
  • Patient
“He made the whole process extremely quick and easy by providing us with everything we needed, including a Will, Power of Attorney, Health Care POA and he even helped us modify our LLC operating agreement to better protect our estate.”
In Business Since 2020
13809 Research Blvd Suite 200, Austin, TX
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Retirement Planning and Investment Management Services in Odessa, TX Cost Estimates

Minimum cost
$1188
Maximum cost
$10096
National Average
$3564
Avg Per Hour Rates
$357
$2376
$6533
Fair price range is based on 483 cost profiles
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Average Cost $3564
Minimum cost $1188
Maximum cost $10096
Avg Per Hour Rates $357

Fair range $2376 to $6533 is based on 483 cost profiles.

Why these companies made our list

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