59 Best Wealth Management Companies in Texas

Strategic Capital is one of the top ten financial advisory companies because of the firm’s client-focused philosophy and dedication to superior customer service. Chris Hernandez’s clients praise him for tailoring intricate financial plans to clients and paying attention to their particular financial goals. By choosing dedicated finance advisors with decades of expertise in finan more...

Strategic Capital is one of the top ten financial advisory companies because of the firm’s client-focused philosophy and dedication to superior customer service. Chris Hernandez’s clients praise him for tailoring intricate financial plans to clients and paying attention to their particular financial goals. By choosing dedicated finance advisors with decades of expertise in financial advising, including trusted partners like Adam D’Acierno, Strategic Capital will put anyone client first. You can offer customized and simplified solutions that make planning and saving money easier. The firm has exceptional integrity and knowledge to help you build your wealth.

Strittmatter Wealth Management Group, LLC is a top ten choice because of its commitment to personalized, fiduciary service that prioritizes clients' financial well-being. Long-term client reviews often mention their upstanding, caring behavior, which includes professional service, portfolio management, retirement and estate planning, and open communication. Clients often discuss more...

Strittmatter Wealth Management Group, LLC is a top ten choice because of its commitment to personalized, fiduciary service that prioritizes clients' financial well-being. Long-term client reviews often mention their upstanding, caring behavior, which includes professional service, portfolio management, retirement and estate planning, and open communication. Clients often discuss how their SWMG advisor goes above and beyond to help them and their families navigate their financial future. Overall, reviewers believe Strittmatter Wealth Management Group, LLC is among the most trustworthy and reliable wealth management firms.

Post Oak Private Wealth Advisors is one of the top ten financial advisors because of its fiduciary commitment, personalized attention, and transparent practices. Clients trust the firm for its extensive financial planning, guidance in retirement distribution decisions, and its user-friendly investment approach. Reviews illustrate how Post Oak’s experts give valuable investment i more...

Post Oak Private Wealth Advisors is one of the top ten financial advisors because of its fiduciary commitment, personalized attention, and transparent practices. Clients trust the firm for its extensive financial planning, guidance in retirement distribution decisions, and its user-friendly investment approach. Reviews illustrate how Post Oak’s experts give valuable investment information and aids in making well-educated decisions that make clients happy. Each client’s needs are recognized and satisfied because of the constant service, thoroughness, and sympathetic approach. The reliability and competence of Post Oak Private Wealth Advisors have made the firm successful.

Chessman Wealth Strategies is in the top ten because it values each client's financial health on a personalized level. Client remarks show the group is prepared for meetings, providing in-depth analysis and suggestions on wealth plans and investment strategies. Chessman offers best-in-class expertise in tax laws and dedication to the client’s principles. Chessman earns the consu more...

Chessman Wealth Strategies is in the top ten because it values each client's financial health on a personalized level. Client remarks show the group is prepared for meetings, providing in-depth analysis and suggestions on wealth plans and investment strategies. Chessman offers best-in-class expertise in tax laws and dedication to the client’s principles. Chessman earns the consumer's trust by addressing their worries and being dedicated to positive moral standards. Chessman is lauded for being trustworthy, making every effort to explain complex issues clearly, and addressing consumer worries. Clients recommend Chessman for this level of service and because its staff is kind and honest and they provide tailored financial advice.

Wela Financial Advisory ranks in the top ten investment agencies due to its commitment to crucial fiduciary standards, expert finely-tuned services whereby they put clients’ needs first, and very low fees for great service. Outstanding client interactions are a staple at Wela and are provided for over three decades by experienced staff members. They include Esmond Pabilona and A more...

Wela Financial Advisory ranks in the top ten investment agencies due to its commitment to crucial fiduciary standards, expert finely-tuned services whereby they put clients’ needs first, and very low fees for great service. Outstanding client interactions are a staple at Wela and are provided for over three decades by experienced staff members. They include Esmond Pabilona and Anders Storvik. The investment business is praised for helping clients with complex financial concerns and ensuring they’re tax-efficient. Wela’s approach addresses all clients are human and value the company’s focus on deliberate supportive artistry.

The Fox Alliance appears to be one of the best financial advisory firms to consider. It boasts over 30 years of experience, 100+ dedicated professionals, and a long track record of satisfied families. The company always treats clients with compassion and adapts financial plans to meet their needs. The firm’s tailored investment strategies result in outstanding returns, exceeding more...

The Fox Alliance appears to be one of the best financial advisory firms to consider. It boasts over 30 years of experience, 100+ dedicated professionals, and a long track record of satisfied families. The company always treats clients with compassion and adapts financial plans to meet their needs. The firm’s tailored investment strategies result in outstanding returns, exceeding client expectations. The CPA services, taxpayer care, and personalized summaries help clients meet the various tax obligations they have. Transactional tax and wealth management processes are not simple; however, they have a compassionate team. The firm's success in exceeding expectations, making personalized and sophisticated financial advice easy for clients, and putting clients' needs first easily qualifies it for consideration in the top 10 firms.

LP Analyst has consistently ranked as a top ten intern provider for the year due to its excellent work environment, growth opportunities, and dedication to detail, which is a bit unprecedented in the private equity sector. Intern reviews show that the company has an exceptional team of MDs and founders, has a great learning environment for newcomers, and invests effort into cust more...

LP Analyst has consistently ranked as a top ten intern provider for the year due to its excellent work environment, growth opportunities, and dedication to detail, which is a bit unprecedented in the private equity sector. Intern reviews show that the company has an exceptional team of MDs and founders, has a great learning environment for newcomers, and invests effort into custom solutions for clients. Interns frequently note Bill and Katita's dedication to help them and encourage open communications within the office. In the end, LP Analyst's focus on doing their best job, accommodating people, and creating a learning environment are what make the company the greatest choice for the top ten list.

WestStar is listed as one of the top ten banks for having a wealth management division that oversees $800 million in assets for high-net-worth individuals, and the bank’s fiduciary responsibilities are exemplarily regulated. With over 30 years of experience, Joe Sayklay and the experienced local team offer estate management, investment management, and trust services. Customer se more...

WestStar is listed as one of the top ten banks for having a wealth management division that oversees $800 million in assets for high-net-worth individuals, and the bank’s fiduciary responsibilities are exemplarily regulated. With over 30 years of experience, Joe Sayklay and the experienced local team offer estate management, investment management, and trust services. Customer service and technology criticisms are noted, while certain employees, such as Monique Martinez, are praised for their professionalism and assistance. Some commercial and customer service interactions at WestStar involve worrisome repetition, so a site's upgrade should be prioritized.

Atlas Wealth Advisors, helmed by Kyle Walters, is considered one of the top ten wealth management firms for its client-centric approach, deep knowledge, and focus on individualized service. According to customer reviews, Kyle and his team make complicated financial topics simple, keep in touch, and offer customized strategies. Their caring demeanor and capacity to adjust to chan more...

Atlas Wealth Advisors, helmed by Kyle Walters, is considered one of the top ten wealth management firms for its client-centric approach, deep knowledge, and focus on individualized service. According to customer reviews, Kyle and his team make complicated financial topics simple, keep in touch, and offer customized strategies. Their caring demeanor and capacity to adjust to changing circumstances have made clients feel secure in their wealth management partnership, regardless of market conditions. This review agrees with their standing as a firm that specializes in developing family-specific plans and values. The company's exceptional service, dedication to active communication, and all-encompassing support make it a trusted partner in financial well-being.

Financial Synergies Wealth Advisors has made the top ten list for wealth management due to its legacy, a focused team of specialized financial advisors, and individualized, client-centric approach to financial advising, which is holistic and comprehensive. The reviews are very positive about financial synergies with users saying that their wealth planners, including Mike Minter, more...

Financial Synergies Wealth Advisors has made the top ten list for wealth management due to its legacy, a focused team of specialized financial advisors, and individualized, client-centric approach to financial advising, which is holistic and comprehensive. The reviews are very positive about financial synergies with users saying that their wealth planners, including Mike Minter, are knowledgeable and have personalized services tailored to meet individual and family goals. Users like the study's in-depth personalized attention to each client. They have readily chosen financial synergies over other wealth advisors because of their comprehensive life-building approach to family wealth management. Reviews are generally very positive except for some complaints about the basic customer service. Financial Synergies' personalized, fully integrated wealth management structure produces a greater client investment than many other standard services. Their competitive edge comes from the estate planning aspect, full-service planning, and tax-aware investment strategy, which forms a complete investment array suitable for wealth expansion and protection. All this makes these financial advisors long-term partners with a very disciplined strategic process and prudent investing for client peace of mind.

Willis Johnson & Associates is a top 10 rated company due to its specialized and remarkable services in wealth management for professionals in large corporate settings. The firm, which has a team of experienced and highly-qualified professionals, including Nick Johnson and Alexis Long, got excellent reviews from its investment strategies, personalized client experience, and unde more...

Willis Johnson & Associates is a top 10 rated company due to its specialized and remarkable services in wealth management for professionals in large corporate settings. The firm, which has a team of experienced and highly-qualified professionals, including Nick Johnson and Alexis Long, got excellent reviews from its investment strategies, personalized client experience, and understanding of the unique financial challenges that corporate professionals and executives, especially in the oil and gas industry, face. The company’s deep trust, transparency, and capability to navigate complex financial conditions like the COVID-19 pandemic have made it a reliable fiduciary.

Charles Schwab ranks in the top 10 for customer experience due to its wide range of investment choices and superior customer service. Reviews about Schwab’s products and online services are mostly good. Schwab offers a lot of investment choices, including advice from knowledgeable financial consultants who truly want to engage with their clients, helping them achieve their finan more...

Charles Schwab ranks in the top 10 for customer experience due to its wide range of investment choices and superior customer service. Reviews about Schwab’s products and online services are mostly good. Schwab offers a lot of investment choices, including advice from knowledgeable financial consultants who truly want to engage with their clients, helping them achieve their financial goals. However, client-disappointment frequently emerges from the challenging in-person experience at Schwab offices and staff availability issues. Schwab may rank low because of the difficulty of appointment scheduling and face-to-face interaction with staff who are professional and respectful. While the location usually provides outstanding online services, the reviews show that Schwab disciplines its employees regarding their in-person customer service behaviors.

Jefferson Bank is the sole owner of 1900 Wealth. Jefferson Bank was established in 1946 and has maintained the family-owned attitude of a Texas bank. Jefferson Bank is a solid part of South Texas' banking community for more than 75 years. The bank is independent and locally owned, but it has been well-structured to provide personalized, convenient service. A.J. A.J. Lewis II more...

Jefferson Bank is the sole owner of 1900 Wealth. Jefferson Bank was established in 1946 and has maintained the family-owned attitude of a Texas bank. Jefferson Bank is a solid part of South Texas' banking community for more than 75 years. The bank is independent and locally owned, but it has been well-structured to provide personalized, convenient service. A.J. A.J. Lewis III, Steve C. Lewis, and Paul E. McSween II are third-generation leaders. 1900 Wealth is made up of highly skilled, experienced financial planners who have accumulated decades of experience. Todd Brockwell is our leader. We are able to preserve and grow wealth due to our depth and breadth of knowledge, passion for what we do, and desire to get maximum results. Jefferson Bank is the sole owner of Monticello Wealth Management. It remains locally owned and independent and is ideally structured to provide personalized, convenient service. We offer a range of services including Investment Management, Advisory Services Consulting, and Family Education & Governance. Trust, Private Banking, Charitable Gifting as well as Oil & Gas Management.

Heritage Financial Planning is a top ten firm for its outstanding fee-only financial planning service and client-centered approach. Its advisors, especially Chad and Allison, show deep expertise and transparency, making a complex financial situation easier for clients. Clients can trust the strategy and presentation the firm offers, as Chad helps manage their retirement and inve more...

Heritage Financial Planning is a top ten firm for its outstanding fee-only financial planning service and client-centered approach. Its advisors, especially Chad and Allison, show deep expertise and transparency, making a complex financial situation easier for clients. Clients can trust the strategy and presentation the firm offers, as Chad helps manage their retirement and investment with empathy and clarity. The many positive reviews about Heritage Financial Planning have echoed one thing: the clients' financial well-being is what the company cares about. Heritage Financial Planning advocates for a personalized, long-term financial plan that’s rooted in a client relationship. Clients, often needing assurance and clarity, find that Heritage Financial Planning is a partner they can trust.

DJH Capital Management appeared in the top 10 list as a parental and professional organization. Clients praise DJH Capital Management and Dominique for their sincerity, accountability, and personalized service. His reaction time and practical suggestions streamline the decision-making process. DJH uses personal finance advice and informative interactions to empower clients. This more...

DJH Capital Management appeared in the top 10 list as a parental and professional organization. Clients praise DJH Capital Management and Dominique for their sincerity, accountability, and personalized service. His reaction time and practical suggestions streamline the decision-making process. DJH uses personal finance advice and informative interactions to empower clients. This leads to increased financial literacy and confidence. DJH Capital Management's say-do philosophy fills clients' desire to be well-informed participants in the financial decision-making process. This blend of attentiveness and expertise raises DJH Capital Management to one of the top spots in the finance profession.

Alex Barron is considered among the top ten financial educators because of the detailed insights he offers into achieving financial freedom and his dedication to helping others with practical strategies. Barron started an independent equity research firm and has a wealth of experience. Alex's listeners frequently applaud the quality and application of the information he shares. more...

Alex Barron is considered among the top ten financial educators because of the detailed insights he offers into achieving financial freedom and his dedication to helping others with practical strategies. Barron started an independent equity research firm and has a wealth of experience. Alex's listeners frequently applaud the quality and application of the information he shares. He wants to make sure that all communities can reach the goals everyone works hard to achieve. Alex's seminars are viewed as life-changing by those willing to put in the work, making his advice highly valuable. His audience admires his financial guidance, establishing his independence and honesty. His seminars must benefit anyone who wants trustworthy financial education.

First Command earned a place in the top ten list for its commitment to supporting military families in achieving financial security. The firm has served military customers since 1958, and veterans and military spouses staff many offices, ensuring they are familiar with the unique challenges clients face. The customer reviews emphasize the company's compassionate, non-judgmental more...

First Command earned a place in the top ten list for its commitment to supporting military families in achieving financial security. The firm has served military customers since 1958, and veterans and military spouses staff many offices, ensuring they are familiar with the unique challenges clients face. The customer reviews emphasize the company's compassionate, non-judgmental approach to financial advice and its team of skilled advisers. Nonetheless, there is a unfavorable review complaining about the organization. Given the office’s warm, caring atmosphere and high commitment to understand clients’ finances, the first Command’s dedication to helping clients build a secure financial future places the firm as a top financial adviser for military families.

Venturi Private Wealth is among the top ten wealth management providers because of its unwavering commitment to client-centered, fee-only advisory services. The firm has grown rapidly since its founding in 2015 through to present, distinguishing itself by having an experienced, independent panel of advisors focused on wealth transfer as well as advanced planning solutions. Its A more...

Venturi Private Wealth is among the top ten wealth management providers because of its unwavering commitment to client-centered, fee-only advisory services. The firm has grown rapidly since its founding in 2015 through to present, distinguishing itself by having an experienced, independent panel of advisors focused on wealth transfer as well as advanced planning solutions. Its Austin base and Oklahoma City offices facilitate personalized service, which is reflected in client feedback. This Venturi Private Wealth recognition follows the dedication of its specialists like Matthew, who accelerates outcomes with professional advice. Such constructive client testimonials reinforce the Venturi Private Wealth's place among the top 10 wealth management companies.

Beaird Harris is one of the top ten financial industry consultants thanks to its unwavering commitment to customer satisfaction, knowledge of complex tax regulations, and professional expertise. Beaird Harris, a Certified Public Accounting firm and fee-only Wealth Management Company, provides tailored, comprehensive solutions to clients like tax preparation, financial planning, more...

Beaird Harris is one of the top ten financial industry consultants thanks to its unwavering commitment to customer satisfaction, knowledge of complex tax regulations, and professional expertise. Beaird Harris, a Certified Public Accounting firm and fee-only Wealth Management Company, provides tailored, comprehensive solutions to clients like tax preparation, financial planning, and business consulting. Outstanding client reviews praise the company's professionalism, attention to detail, and experienced employees. Beaird Harris ensures that customers' financial problems are solved in a holistic manner through its collaborative organization and well-trained employees. It has solidified its position as a top CPA and wealth management firm.

Merrill Lynch Wealth Management is among the top ten list of investment firms. The firm's dedication to wealth accumulation, preservation, and transfer, as well as extensive wealth management planning services, sets it apart. These services include portfolio management, tax reduction, and protection against business risks such as concentrated stock positions, financing options, more...

Merrill Lynch Wealth Management is among the top ten list of investment firms. The firm's dedication to wealth accumulation, preservation, and transfer, as well as extensive wealth management planning services, sets it apart. These services include portfolio management, tax reduction, and protection against business risks such as concentrated stock positions, financing options, and cash management. Client reviews cite anonymized reviews for reputation. Five-star ratings indicate the firm's high level of professionalism, committed customer service, and success of customized strategies.

HUB International is a top-notch insurance and financial service provider for top rankings. The multi-generational, fully-vetted, and advanced service claims work well to protect customers from risks in a changing world. Personalization and proper attention are how clients respond with them. Some disagree that automated services and other digital gaps in customer service are ove more...

HUB International is a top-notch insurance and financial service provider for top rankings. The multi-generational, fully-vetted, and advanced service claims work well to protect customers from risks in a changing world. Personalization and proper attention are how clients respond with them. Some disagree that automated services and other digital gaps in customer service are overtaxed in a new generation that wants it. Actual customers like the company's helpfulness, conscientiousness, and ability to think critically and adapt smartly. These strategies help employees and their interests gain ground.

Intercontinental Wealth Advisors has been named as one of the top ten because of its personalized and trustworthy investment advisory services dating back to the 1980s. The firm has a solid reputation for delivering honest and ethically sound guidance to high-net-worth clients, helping families, non-profits, and businesses manage their wealth. This wealth advisor also has a team more...

Intercontinental Wealth Advisors has been named as one of the top ten because of its personalized and trustworthy investment advisory services dating back to the 1980s. The firm has a solid reputation for delivering honest and ethically sound guidance to high-net-worth clients, helping families, non-profits, and businesses manage their wealth. This wealth advisor also has a team of dedicated and knowledgeable advisors who understand that wealth management is interconnected with other parts of life. This Intercontinental Wealth Advisors rating reflects clients' 30-year long relationships, recognition of the firm's genuine and committed client approach, and investment decisions. The client responses to Intercontinental Wealth Advisors made it into the top lists for wealth free life reviews.

McGowan Group Asset Management is one of the top 10 investment advisory firms in Dallas, TX. Their detailed investment strategy, which includes specialized investment plans, continual performance evaluations, quarterly reviews, and an experienced team of private wealth advisors, is a significant reason for this. The organization has received consistent praise for its topic wisdo more...

McGowan Group Asset Management is one of the top 10 investment advisory firms in Dallas, TX. Their detailed investment strategy, which includes specialized investment plans, continual performance evaluations, quarterly reviews, and an experienced team of private wealth advisors, is a significant reason for this. The organization has received consistent praise for its topic wisdom and management abilities. The firm’s emphasis on financial goal alignment for retirees and business owners and its expert team builds trust. As a result, McGowan Group Asset Management Inc.’s Trustworthiness, custom approach, and client satisfaction also solidify the firm’s top ten designation.

Proper Wealth Management is among the top 10 wealth management companies in the review. Proper has garnered top ratings due to its dedication to quality service and stable returns. Proper's dedication to putting clients first, in contrast to major brokerage houses, sets it apart from other firms. Proper makes sure clients’ needs help the firm and its advisors instead of vice ver more...

Proper Wealth Management is among the top 10 wealth management companies in the review. Proper has garnered top ratings due to its dedication to quality service and stable returns. Proper's dedication to putting clients first, in contrast to major brokerage houses, sets it apart from other firms. Proper makes sure clients’ needs help the firm and its advisors instead of vice versa. According to user reviews, Proper’s team offers exceptional advice and personal attention, which builds trust and leads to superior client-agency relationships. They guarantee significant assurance of investment and provide relevant advice that leads to investment success.

RBC Wealth Management earns a coveted spot in the top ten due to its reputation for integrity and client-first mentality. The company prides itself on clients’ trust in their financial advisor and transparent conversation. Many consultants at RBC are certified, have the proper education, and are clearly dedicated to guiding their clients with expert knowledge. Along with this, t more...

RBC Wealth Management earns a coveted spot in the top ten due to its reputation for integrity and client-first mentality. The company prides itself on clients’ trust in their financial advisor and transparent conversation. Many consultants at RBC are certified, have the proper education, and are clearly dedicated to guiding their clients with expert knowledge. Along with this, the investment company's aim to enhance clients’ wealth while protecting it is another reason. By emphasizing high-caliber customer service and education for personnel, RBC's success draws attention in wealth management.

Charles Schwab ranks among the top ten investment firms, offering comprehensive financial services like brokerage and banking. Their premium brokerage capabilities, like access to investment products and dedicated financial advisors, set them apart. Schwab's top-notch resource accessibility through branches and online platforms makes financial management customizable for investo more...

Charles Schwab ranks among the top ten investment firms, offering comprehensive financial services like brokerage and banking. Their premium brokerage capabilities, like access to investment products and dedicated financial advisors, set them apart. Schwab's top-notch resource accessibility through branches and online platforms makes financial management customizable for investors. It always seeks to deliver reaffirming customer service and innovative technology. Schwab's customers have mixed experiences with their services. Some dissatisfaction comes from tech issues during volatile markets, while others praise Schwab's tools and professionals who help them achieve wealth goals. Schwab ranks among the top ten investment firms, and its varied offerings and intuitive platforms enable personalized financial guidance and wealth management.

Clarity Financial Group is among the top ten financial services companies due to its commitment to customer service, independence, and personalized advice. The company focuses on getting rid of debt which, according to them, reduces risk in financial life and improves the odds of achieving goals. Client reviews highlight Clarity's compassionate approach, dependability, and its t more...

Clarity Financial Group is among the top ten financial services companies due to its commitment to customer service, independence, and personalized advice. The company focuses on getting rid of debt which, according to them, reduces risk in financial life and improves the odds of achieving goals. Client reviews highlight Clarity's compassionate approach, dependability, and its team of skilled professionals. The expert, client-centric approach facilitates Clarity's ability to give personalized recommendations that are ideal for individual situations. The Clarity Financial Group serves clients in Fort Worth and the surrounding area and specializes in constructing customized portfolios with ready access to trusted industry-leading insurers and brokers.

Fort Wealth Management secured a spot in the top 10 as a professional wealth management service with a personalized approach, primarily for retirement and tax planning. Justin Fort, along with the firm's experienced staff, focuses on clients' financial stability and well-being. Numerous favorable reviews reveal the firm's capability, patience, and customized service. Satisfied c more...

Fort Wealth Management secured a spot in the top 10 as a professional wealth management service with a personalized approach, primarily for retirement and tax planning. Justin Fort, along with the firm's experienced staff, focuses on clients' financial stability and well-being. Numerous favorable reviews reveal the firm's capability, patience, and customized service. Satisfied clients appreciate Justin's organization and the diligent help of staff members, such as Melissa, in navigating complex financial decisions. The company's relaxed atmosphere and lack of pressure reinforce its reputation as a sophisticated wealth management service. The company's dedication to its clients' interests and its competent, accommodating team make it stand out.

We are a leading financial planning company founded by Jeremy Sakulenzki. While we serve all age groups, our focus is on protecting retirement savings for baby boomers. We are respected in finance for our disciplined, investment strategy. This is something we don't take lightly. We are not here to make you wealthy, but we want to ensure that you're never in poverty. Fo more...

We are a leading financial planning company founded by Jeremy Sakulenzki. While we serve all age groups, our focus is on protecting retirement savings for baby boomers. We are respected in finance for our disciplined, investment strategy. This is something we don't take lightly. We are not here to make you wealthy, but we want to ensure that you're never in poverty. For confidential, honest, open, and transparent financial management, contact us today for a no-obligation, free consultation. Our team will evaluate your retirement strategy to determine if it is working well. We can also help you improve your financial return and security. Jeremy started his career with a passion for helping others to protect their assets. He also has a Texas A&M business degree. Jeremy was interviewed by several financial planning companies and landed numerous job interviews. He was offered a job at New York Life after nearly 10 interviews with the best financial planning firms around. Jeremy realized quickly that despite the fast progress he made, he wasn't able to provide the best possible assistance for his clients. He was a proud heir to the entrepreneurial spirit of his family and resigned from New York Life. South Texas Wealth is a financial planning company that helps Baby Boomers protect their retirement savings against unpredicted, potentially life-altering events. Being the founder of South Texas Wealth, Jeremy is free to offer his clients what is best.

Lawrence Dove, a cofounder of CORE Investment Group, LLC, is also a registered financial consultant*. Lars has helped business owners create solid financial strategies over the past seven years. Lars started, managed, and eventually sold two businesses between the late 1990s and early 2009. Glass Factory Direct was the first, and it was Austin's fastest-growing business, wi more...

Lawrence Dove, a cofounder of CORE Investment Group, LLC, is also a registered financial consultant*. Lars has helped business owners create solid financial strategies over the past seven years. Lars started, managed, and eventually sold two businesses between the late 1990s and early 2009. Glass Factory Direct was the first, and it was Austin's fastest-growing business, with a revenue of $3 million. Arcadian Inc. was founded by him after he sold Glass Factory Direct. He has been involved in high-end residential and commercial real estate projects. One of these was with the UT School of Architecture. He gained valuable insight from business owners through these experiences, which has made him a trusted source of financial planning advice. Lars Dove is an RFC designee. He also holds Series 6, 63, and 65 insurance licenses. The Texas Department of Insurance has licensed him. Lars founded CORE Investment Group, LLC. Lars received his bachelor's degree with high honors from The College of the Canyons, California. In 2010, Lars also earned an NYLIC University Curriculum certificate.