Best Financial Planners in El Paso (2026 Rankings)


Top rated spots for Financial Planner
How we rank these businesses
We use public Google Maps data. Businesses with fewer reviews but high ratings are marked asHidden Gemsto give new businesses a fair shot.
Navigating your financial future in El Paso? Whether you're planning for retirement, saving for a major purchase, or seeking expert investment advice, these top-rated financial planners are here to guide you. We've analyzed local sentiment to highlight the best in the business, ensuring you find the perfect partner for your financial journey.
First Command Financial Advisor - Jason Faras
Vibe: Professional & TrustworthyTL;DR: Top-tier financial guidance with a perfect score.
Jason Faras of First Command Financial Advisor stands out as El Paso's premier financial planner, boasting a perfect 5.0 rating from 32 reviews. His clients consistently praise his comprehensive approach to financial planning, offering personalized strategies for military families and civilians alike. Expect clear, actionable advice designed to secure your long-term financial well-being.
Sheid Wealth Management
Vibe: Client-Focused & DedicatedSheid Wealth Management earns accolades with a flawless 5.0 rating based on 30 client reviews. They are known for their personalized wealth management strategies, aiming to build lasting relationships with their clients. Their commitment to understanding individual financial goals makes them a standout choice for comprehensive financial planning.
Cortez Wealth Management
Vibe: Experienced & ReliableWith a perfect 5.0 rating from 29 reviews, Cortez Wealth Management is a highly respected financial planning firm in El Paso. They specialize in providing tailored financial solutions designed to meet the unique needs of each client. Their dedication to client success is evident in their consistent positive feedback.
First Command Financial Advisor - Matthew Turner
Vibe: Strategic & SupportiveMatthew Turner, another highly-rated advisor at First Command, holds a perfect 5.0 rating from 21 reviews. He offers dedicated financial guidance, focusing on helping clients achieve their personal and financial objectives. His expertise is particularly valuable for those navigating complex financial landscapes.
First Command Financial Advisor - Randy Mills, ChFC®|RICP®|WMCP®|CFP®
Vibe: Expert & CertifiedRandy Mills brings a wealth of credentials, including ChFC®, RICP®, WMCP®, and CFP®, to his role at First Command Financial Advisor, evidenced by a 5.0 rating from 19 reviews. He provides sophisticated financial planning services, leveraging his extensive certifications to offer expert advice. Clients appreciate his thoroughness and commitment to their financial security.
First Command Financial Advisor - Jordan Nelson, RICP®
Vibe: Insightful & FocusedJordan Nelson, a RICP® designee at First Command Financial Advisor, has earned a perfect 5.0 rating from 16 reviews. He focuses on delivering personalized financial strategies, with a particular emphasis on retirement income planning. His clients value his clear communication and tailored recommendations.
First Command Financial Advisor - Angelo Corbo
Vibe: Approachable & GuidingAngelo Corbo of First Command Financial Advisor achieves a perfect 5.0 rating from 11 reviews, highlighting his effectiveness in client financial planning. He is known for his approachable demeanor and his ability to guide clients through their financial decisions with confidence. His dedication to service makes him a trusted advisor.
Trilogy Financial Planning
Vibe: Innovative & ResponsiveTL;DR: Highly-rated planning with a small client base.
Trilogy Financial Planning is a gem in El Paso, boasting a perfect 5.0 rating from 7 reviews, making it a hidden gem for those seeking personalized attention. They focus on innovative financial strategies tailored to individual client needs. With a small but highly satisfied client base, they offer a unique and responsive planning experience.
* This business has a high rating but fewer reviews than average. We include it as a "Hidden Gem" worth exploring.
First Command
Vibe: Established & ComprehensiveFirst Command, a well-established name in financial services, holds a strong 4.4 rating from 20 reviews. They offer a broad spectrum of financial planning services designed to meet the needs of various clients, including military members and their families. Their extensive experience provides a solid foundation for financial security.
Transamerica Financial Advisor - WFG
Vibe: Accessible & BroadRepresented by WFG, Transamerica Financial Advisors offer accessible financial planning services, earning a 4.1 rating from 15 reviews. They aim to provide a wide range of financial products and advice to help clients achieve their goals. Their broad reach makes them a convenient option for many looking to plan their financial future.
Methodology
Rankings based on Google Maps customer sentiment.
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