There are many financial advisors available today. But how can you find the one right for you, your business, or your family? It is generally good advice to “shop around” when looking for an advisor. While there are certainly more options, we’ve compiled a list of local advisors and firms who are ready, willing, and eager to assist you in achieving your financial goals.
CAPTRUST Endowments & Foundations, Individuals, Retirement Plan Sponsors
114 E. Highland Dr. | captrust.com/locations/texas/boerne-tx
Edward Jones - Ryan Marquard Individuals
512 E Blanco Rd. #301 | edwardjones.com/us-en/financial-advisor/ryan-marquard
Edward Jones - Sean Seamster Individuals
138 Old San Antonio Rd., Ste. 203 | edwardjones.com/us-en/financial-advisor/sean-seamster
Live Oak Investors Individuals
114 Oak Park Dr. | liveoakinvestors.com
PAX Financial Group Individuals, Business Owners
270 N Loop 1604 E, Ste. 200, San Antonio | paxfinancialgroup.com
Raymond James Individuals
116 West Blanco Rd., Ste. 204 | raymondjames.com/boerne-branch
Teamwork Financial Group LLC Individuals
8 Dominion Dr., Bldg. 100, Ste. 103, San Antonio | teamworkfinancial.com
Texas Financial Advisory Individuals
229 N. Main St. | texasfinancialadvisory.com
