Cedarwood Financial Partners
“I never felt like I was being sold products — instead, I felt like I had a trusted advisor in my corner helping me make smarter decisions around investing, retirement planning, and overall financial direction”
Best Financial Advisors in Temple, TX
10 firms listed · 5 in Temple · 1 open weekends · 6 rated 4.5+
Data verified October 18, 2026
John R Holmes, Sr. Raymond James
“I appreciate their attentiveness to detail, prompt responses to my questions & concerns, & their communication about things related to my account or the ever changing market.”
W. Marcus Henn, Certified Financial Planner
“Compared to other financial and investment advisors I've spoken to, Mark knows what he's doing, but is very down-to-earth.”
Bulls Financial Group
Morris & Pursley Financial Plans
Everest Financial Solutions
“Not only did she provided tax services, she shared information that is preparing me for the up and coming tax season.”
The 10 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 10 firms we list here, 5 are in Temple itself and 5 come from Salado (2, 14 mi), Rogers (1, 15 mi) and Killeen (1, 20 mi). 6 of the firms on this page have a rating, and all of them are rated 5.0, across 14 reviews. 1 is open on Saturdays. Domain records put 7 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 1 offers a free initial consultation. We have a website on file for all 10 of the firms on this page; 8 publish a contact page; 9 list a public email and 2 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 10 firms are located in Temple. The others come from other towns within 25 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Bar G Financial
Troy L. Smith Financial
The Personal Wealth Coach
Beronio Wealth Planning
Why these companies made our list
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