Wealth Management Firms Amarillo TX

Welcome to the Engine Builder Local Pages. Here you can find local information about Wealth Management Firms in Amarillo, TX. We have compiled a list of businesses and services around Amarillo, including Investment Banking that should help you with your search. Should you wish to find help online, the ads on this page have also been targeted to Investment Management in order to better help you find what you are looking for. We hope this page helps satisfy your local needs.

Norman Stewart
Total Financial Planning, Inc.
(806) 374-2224
P.O. Box 309
Amarillo, TX
Expertises
Ongoing Investment Management, Planning Issues for Business Owners, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules, Helping Clients Identify & Achieve Goals, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, BBA, CFP®, CPA

Mr. Patrick T. Freeman, CFP®
(806) 350-6868
600 S Tyler St Ste 2004
Amarillo, TX
Firm
Freeman Wealth Management
Areas of Specialization
Asset Allocation, Budget Development, Comprehensive Financial Planning, Debt Management, Education Planning, Estate Planning, Investment Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $250,001 - $500,000

Profession: Self-Employed Business Owners

Data Provided By:
Mrs. Jamie Marie Carroll, CFP®
(806) 372-4285
One First United Bank Parkway
Amarillo, TX
Firm
Pinaacle Financial Group, LPL Financial
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, Investment Management

Data Provided By:
Mr. Nathan W. Murphy, CFP®
(806) 353-0880
301 S Polk St Ste 550
Amarillo, TX
Firm
Murphy Financial Advisors
Areas of Specialization
Comprehensive Financial Planning, Estate Planning, Life Transitions, Retirement Income Management, Retirement Planning, Wealth Management

Data Provided By:
Mr. Jason E. Dettman, CFP®
(806) 322-1250
2324 Lakeview
Amarillo, TX
Firm
C.S. Wilson & Associates
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided By:
Mrs. Elaine Taylor Hays, CFP®
(806) 371-9188
1520 S Lamar St
Amarillo, TX
Firm
Hays & Hays Inc

Data Provided By:
Mr. Douglas M. White, CFP®
(806) 345-1683
410 S Taylor St Fl 2
Amarillo, TX
Firm
Amarillo National Bank / Raymond James
Areas of Specialization
Investment Management, Retirement Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $1,000,001 or more



Data Provided By:
Mr. Marwan Touma, CFP®
(806) 378-9128
701 S. TAYLOR, SUITE 100
AMARILLO, TX
Firm
BANK OF AMERICA/MERRILL LYNCH
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning, Insurance Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Mr. Steven S. Cox, CFP®
(806) 378-9116
701 S Taylor St Ste 100
Amarillo, TX
Firm
Merrill Lynch
Areas of Specialization
Asset Allocation, Employee and Employer Plan Benefits, Estate Planning, Investment Management, Investment Planning, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Mr. Steven R Swicegood, CFP®
(806) 352-3917
2201 Civic Cir Ste 925
Amarillo, TX
Firm
Conscious Money Solutions
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management, Divorce Issues
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Data Provided By:
Babcox Media • www.babcox.com
3550 Embassy Parkway
Akron, OH 44333
330-670-1234 • (FAX) 330-670-0874