Financial Planning and Tax Office
“I have been coming here for the past few years to do my taxes, every one is friendly and they are such amazing people .”
Best Financial Advisors near Richmond, TX
We have one firm in Richmond on file, but only the highest-rated make our list, and it did not make it; the 15 here come from towns including Sugar Land (6, 8 mi), Katy (4, 15 mi) and Missouri City (2, 14 mi).
2 open weekends · 14 rated 4.5+
Data verified October 15, 2026
Jeffery Davidson CPA
“He handled a fairly complex situation involving a multi-year rental property depreciation correction (Form 3115) with real expertise and patience — walking me through the process clearly and making sure everything was filed correctly.”
Money Management International
“I was able to use them through my work to pay off 7k in credit card debt.”
Clearwater Financial Group - Houston's Annuity Experts
“Michael and his team are excellent in how they explain details and provide options that will fit your life style.”
Future Financial Solutions
“Leon Brand knows what he's talking about and he cares enough to share what he has been thru for our benefit.”
Strategic CFO
“If you are needing project work, acquisition due diligence or application selection, implementation and training Strategic CFO does great work.”
The 15 firms listed for Richmond, 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: Richmond, TX
The 15 firms on this page are rated from 4.2 to 5.0 across 1,189 reviews; 3 have 50 or more reviews and 14 are rated 4.5 or higher. 2 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are annuities (2), bookkeeping (2), churches & non-profits (2), retirement planning (2) and wealth management (2). 1 lists staff certifications (CFP). 7 have ten or more years of experience, the longest 34 years. 1 offers remote or virtual consultations and 4 offer a free initial consultation. We have a website on file for all 15 of the firms on this page; 14 publish a contact page; 11 list a public email and 5 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do any financial advisers listed for Richmond offer a free first meeting?
4 of the 15 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
Christeen Seymour, CPA
“Seymour was extremely knowledgeable & helpful in getting me the maximum refund!”
TN CPA
“I would recommed them to any individual or company for accounting needs.”
WJ Interests Financial Advisors - Wealth Management
“We have been clients for 5 years and have been very happy with their services.”
Financial Planning & TAX Office Inc.
“They've done the last 2 uears of taxes for me and They've done it very well.”
McCaffrey Wealth Management
“He is easy to reach and has time available to talk about my progress, questions and any concerns.”
McGee Wealth Management
“Our net worth has grown so much and they have helped us make decisions that have been beneficial to us over the last 10”
Book onlineBook
Goheen Companies
“All-in-all, he was able to give me great advice and we changed some things around.”
Triunity Bookkeeping & Tax Services
“She kept our books clean, organized, and always delivered what we needed on time.”
Dearborn & Creggs
Why these companies made our list
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