Monday, April 6

The Best Financial Planners in Austin, According to Locals


By Bianca Baymon

Money management feels a lot less overwhelming when you have the best certified financial planners (CFPs) in Austin on your side. The financial advisors featured here offer financial planning services that support every stage of life, from early career planning to estate planning. Whether you’re preparing for retirement, building college savings or just getting organized, each financial advisor featured here offers personalized guidance, not one-size-fits-all advice. Most of these professionals will help you create a plan and stay on track to make smarter financial decisions for your future, no matter your income or starting point.

  • A+ Wealth Management, A Division of A+ Federal Credit Union


    Winner

    A+ Wealth Management, the in-house advisory division of A+ Federal Credit Union, offers access to certified financial planners in Austin who specialize in helping members build long-term wealth. Their financial advisors offer structured, phase-specific planning across retirement, wealth management and estate strategy, backed by proven methods and periodic reviews. Every plan begins with a comprehensive financial assessment tailored to meet client needs. If you’re looking for the best financial planning services in Austin, A+ offers full-spectrum financial products and services, giving you one place to manage your finances, investments and long-term goals.

    Get directions (19 locations)

  • Austin Telco Federal Credit Union


    Finalist

    Austin Telco Federal Credit Union gives members access to some of Austin’s best certified financial advisors through a partnership with LPL Financial, a licensed investment firm. Retirement planning, investment services, and seminars are available through Austin Telco Retirement & Investment Services, where LPL representatives provide direct support to members. While the credit union does not offer investment advice or have its own certified financial planners, members access these services on-site or through referrals. This structure makes licensed financial advisors accessible, with the added benefit of having your credit union guide you through the first step.

    Get directions (23 locations)

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  • Financial Integrated Solutions


    Finalist

    Financial Integrated Solutions offers comprehensive financial planning services in Round Rock, encompassing retirement planning, tax planning, estate planning, college funding, investment management, risk management and business planning for entrepreneurs. Its financial advisors help you determine how much you need to retire, how to reduce long-term tax burdens and how to best align investments with your goals, using a four-step process: analyze, recommend, implement and review. With online scheduling available, this firm makes connecting with some of the best financial planners in Round Rock more accessible.

    Get directions (1 location)

  • University Federal Credit Union (UFCU)


    Nominee

    University Federal Credit Union offers its members access to top financial advisors in Austin. Each relationship begins with a complimentary, no-obligation, six-step review with an LPL Financial advisor to assess your goals, savings strategy and investment risk. Its CFPs will guide you through Social Security timing, retirement income planning and asset allocation based on your personal financial picture. Then, they will create a custom plan that supports your short-term and long-term needs. If you’re looking for an Austin financial advisor for your 401(k) or overall wealth management, you can get experienced advice by simply looking at your credit union.

    Get directions (20 locations)

  • World Financial Group


    Nominee

    World Financial Group has spent over two decades helping more than 7 million clients prepare for life’s milestones with tailored retirement, insurance and wealth‑building strategies. Its financial advisors help you identify long‑term goals, review your savings and investment risk, and craft a plan using an assortment of products and services to help you meet your goals. While not all of its agents are certified financial planners, they all receive extensive training to offer effective financial planning services in Austin. With a network of over 85,000 agents, it provides support across the U.S. and Canada.

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