Blair Financial Advisors
“If you need a financial advisor who cares about you and your money Blair Financial is the one to choose.”
Best Financial Advisors near Wylie, TX
We have one firm in Wylie on file, and it is on this list, along with 14 from towns including Richardson (5, 12 mi), McKinney (4, 14 mi) and Allen (2, 10 mi).
2 open weekends · all 15 rated 4.5+ · 1 shows a license
Data verified October 15, 2026
North Texas Wealth Management
“A great team, they have done a great job handling my retirement funds”
Inspire Financial Group
“He's informative, educational and patient when providing details on specific topics I know little about.”
Fierce Financial Planning Services
“In need of a tax accountant she's the company you want to seek!”
Generational Group
“Generational Group our serious pro's when it comes to selling your business for the most amount of money.”
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Your Money Matters | Tax Preparation Office
“Seems quite knowledgeable and curious enough to ask and make potential suggestions about financial decisions that could best to help his clients.”
The 15 firms listed for Wylie, 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: Wylie, TX
The 15 firms on this page are rated from 4.5 to 5.0 across 1,558 reviews; 7 have 50 or more reviews. 2 are open on Saturdays. 1 shows a license on its website; 1 lists staff certifications (CFP) and 2 have a BBB rating of A or A+. 8 have ten or more years of experience, the longest 56 years. 1 offers payment plans; 2 offer a free initial consultation and 1 lists coupons or special offers. We have a website on file for all 15 of the firms on this page; 14 publish a contact page; all 15 list a public email and 6 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 Wylie offer a free first meeting?
2 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.
DHL Wealth Management
“I was apprehensive but I couldn't be happier she sanded me a lot of money.”
Maven Financial Partners
“Maven has dramatically accelerated my business growth and helped me better understand my numbers and the best way to responsibly grow.”
OS CPA Tax Advisory
“He is very responsive, always replying quickly, and makes the time to listen carefully to any questions or concerns.”
Agrawal & Associates
“Namita was great, she was responsive, professional, and helpful through the filing process.”
Assetbuilder
Bland Garvey
“Teresa at Bland Garvey is the nicest, most thorough CPA ever!”
Krishna Wealth Planning
“He has been helping me for the last 4 years and I am much better prepared financially when it comes to emergency, retirement, estate plan, long term care etc.”
JMG Wealth Management
“He has managed our investing, retirement planning, and our kids' education funds, and he has provided 401k advice, and more.”
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Yield Financial Advisors
“What stands out most is that he truly "walks the talk"—he recommends strategies based entirely on my personal needs and goals, never a personal agenda.”
Why these companies made our list
What clients say about firms near Wylie
- “Wendall is a terrific financial planner. He listens to you, doesn’t rush you, has amazing follow through and is genuinely honest and trustworthy.” — client of Yield Financial Advisors
- “They are extremely knowledgeable and not only saved me from losing money but grew my portfolio in a short period of time.” — client of DHL Wealth Management
- “I recommend Rob and this fabulous team to anyone looking to get ahead in their retirement planning.” — client of North Texas Wealth Management
Excerpts from public reviews of the firms listed on this page.
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