Best Financial Advisors in Temple, TX
24 firms listed · 5 in Temple · 1 open 24/7 · 3 open weekends · 19 rated 4.5+
Data verified October 18, 2026
Cedarwood Financial Partners
W. Marcus Henn, Certified Financial Planner
Bulls Financial Group
Morris & Pursley Financial Plans
Everest Financial Solutions
The 24 firms listed for Temple, 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: Temple, TX
Of the 24 firms we list here, 5 are in Temple itself and 19 come from towns including Waco (7, 33 mi), Georgetown (4, 35 mi) and Salado (2, 14 mi). 19 of the firms on this page have a rating, from 4.7 to 5.0 across 107 reviews; 1 has 50 or more reviews. 1 is open around the clock; 3 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are investment management (3), retirement planning (3) and financial planning (2). 2 show a license on their websites; 1 lists staff certifications (CFP) and 2 have a BBB rating of A or A+. Domain records put 13 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 1 offers urgent consultations and 1 offers a free initial consultation. We have a website on file for all 24 of the firms on this page; 17 publish a contact page; 19 list a public email and 3 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.
Why are financial advisers outside Temple listed here?
5 of the 24 firms are located in Temple. The others come from other towns within 40 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Matt Gunter - Raymond James
Bar G Financial
Troy L. Smith Financial
The Personal Wealth Coach
Connie J. Green, CPA
Beronio Wealth Planning
Be Your Blessing
Pattillo Brown & Hill
- Job
- Team
- PB
Mattson Financial Services
Raymond James
Lovett & Associates
My Federal Retirement Help | Tom Hofferber
- Questions
Growth Horizons Wealth Management
- Financial Advisor