Best Financial Planners in San Antonio (2026 Rankings)

Wela Financial Advisory stands out for its commitment to holistic financial planning, covering everything from retirement and investments to insurance and estate planning. They prioritize building long-term relationships with clients, offering personalized strategies tailored to individual needs and aspirations. Their high rating reflects a consistent dedication to client satisfaction and financial well-being.

Marcus Zapata at First Command Financial Advisors specializes in providing financial guidance to military families and personnel. He offers tailored solutions designed to meet the unique challenges and opportunities faced by those serving in the armed forces. His expertise helps clients build secure financial futures, aligned with their career paths and personal goals.

Justin Blauvelt of First Command Financial Advisors focuses on empowering clients through sound financial planning. He is dedicated to helping individuals and families achieve their long-term objectives with personalized advice. His approach emphasizes education and clear communication, ensuring clients feel confident in their financial decisions.

The Lewis Group offers comprehensive financial planning services with a strong emphasis on client-centric strategies. They are known for their integrity and dedication to helping clients navigate complex financial landscapes. Their team works closely with individuals and families to develop personalized roadmaps for achieving financial security and growth.

James Geddie brings a wealth of knowledge with his RICP® and MBA credentials, offering sophisticated financial advice through First Command. He specializes in creating robust retirement income plans and investment strategies for his clients. His practice is built on a foundation of expertise and a commitment to helping clients achieve lasting financial success.

David Conrady of First Command Financial Advisors is dedicated to providing clear and actionable financial guidance. He focuses on understanding each client's unique situation to develop personalized plans for wealth accumulation and protection. His client-first approach aims to build confidence and security in their financial journey.

Chris Vause at First Command Financial Advisors helps clients define and achieve their financial goals through expert planning. He emphasizes a disciplined approach to investing and wealth management. His services are designed to provide clarity and direction for individuals seeking to build a secure financial future.

Mark Swindell offers financial planning services through First Command, focusing on delivering reliable advice and personalized strategies. He works with clients to develop comprehensive plans that address their specific needs and aspirations. His commitment is to foster financial well-being and long-term success for every client.

Lilly K Jordan, CFP®, with Edward Jones, provides personalized financial advice and investment strategies tailored to individual client needs. She is committed to understanding your unique goals to help you build wealth and prepare for the future. Her client-focused approach emphasizes building strong relationships based on trust and clear communication.

Long Life Financial - San Antonio focuses on guiding clients toward sustainable financial well-being and longevity. They offer personalized strategies designed to help individuals and families plan for a secure and prosperous future. Their approach emphasizes building lasting financial health through careful planning and expert advice.

* This business has a high rating but fewer reviews than average. We include it as a "Hidden Gem" worth exploring.