Connect with Top-Rated Financial Planners in Lubbock!

Evensky & Katz / Foldes Wealth Management is a comprehensive wealth management firm with over 35 years of experience, specializing in financial planning and goals-based investment management. Our firm offers portfolio construction, risk management, manager selection, and asset allocation services. With a staff of 35, including 19 experienced CFP practitioners, we currently advise $2.6 billion in assets. We pride ourselves on staying focused on our clients and honoring our fiduciary duty to them.

Coordinated Financial Group is a financial services firm that provides holistic financial strategies tailored to its clients' goals. With years of experience, the team at Coordinated Financial Group prides itself on creating financial strategies that take into account its clients' values and goals. The company offers a range of services, including retirement planning, estate planning, investment services, and insurance solutions. With a focus on building long-term relationships and providing exceptional service, Coordinated Financial Group is dedicated to helping its clients achieve financial stability and success.

We believe thoughtful, detailed planning can help you create a life that you enjoy. Our approach is centered around the idea that your "why" is just as important as the "how". From our initial meeting, we want to know what truly matters to you. Once we've established your goals, we'll develop a personalized financial plan designed to meet your needs, wants, and lifestyle.

Johnston Wealth Management is a wealth management company committed to building long-term relationships with its clients. The company works hand in hand with its clients to understand their goals, financial situation, and needs, providing them with information, understanding their risk tolerance, and developing sound strategies to help them achieve those goals. As a trusted financial advisor, Johnston Wealth Management helps its clients pursue their financial goals and insure financial confidence. With over 40 years of experience, the company has a proven track record of delivering exceptional results and providing expertise in investment management, retirement planning, estate planning, insurance, tax planning, and lifestyle planning.

Qorval provides tactical solutions for challenging business situations, offering a range of strategic services including operational support and improvement, crisis and turnaround management, and executive leadership guidance and support. With over 25 years of experience serving clients across a wide array of industries, Qorval's team of seasoned experts is dedicated to delivering rapid results and creating tangible, measurable, and positive outcomes for businesses.

Miles Financial Services is a national wholesaler that provides a wide range of financial services, including life insurance, annuities, disability income, long-term care, health insurance, and Medicare supplements. With over 50 years of experience, the company works with clients, agents, and brokers to help them achieve their financial goals. As a dedicated partner, Miles Financial Services offers competitive products, compensation, and unparalleled sales and administrative support to create a friendly sales environment.