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Finding the right financial advisor is a significant step in organizing your financial life and preparing for the future. In Frisco, Texas, a growing number of financial professionals offer services tailored to a wide range of personal and business financial needs. Whether you’re looking to plan for retirement, manage investments, or navigate financial transitions, there are advisors in Frisco offering guidance to help you evaluate your options.
The list below highlights financial advisors in the Frisco area to help you start your search. Each firm or professional offers a different mix of experience, services, and planning philosophies.
1. Cantrill Financial Group LLC
Cantrill Financial Group, located in Frisco, Texas, is a boutique wealth management and tax advisory firm founded in 2006 by Brad Cantrill, CFP®, JD, EA. The firm is dedicated to providing personalized, family office-style services without high barriers to entry. Their offerings include comprehensive financial planning, income distribution strategies, small business advisory services, and integrated tax planning and preparation through their sister firm, TaxLogix. With a commitment to the motto “Serving First, Without Compromise,” Cantrill Financial Group emphasizes fiduciary responsibility, ethical standards, and a deep connection to the local community. Their team of experienced professionals works closely with clients to develop and manage customized financial plans that evolve with their needs and goals.
Phone: +1 469-522-4053
Email: bcantrill@cantrillfinancialgroup.com
Address: 2440 Timber Ridge Dr Suite 103, Frisco, TX 75034, United States
Website: https://cantrillfinancialgroup.com/
2. Merit Financial Advisors
Merit Financial Advisors, based in Frisco, Texas, offers comprehensive wealth management services designed to help individuals and families achieve financial confidence. The firm delivers personalized financial planning, investment management, retirement strategies, and risk mitigation solutions tailored to each client’s unique goals. With a strong commitment to transparency, integrity, and fiduciary responsibility, Merit Financial Advisors prioritizes long-term relationships and client education. Their team of experienced advisors collaborates closely with clients to create strategies that grow, preserve, and transfer wealth efficiently.
Phone: +1 214-423-4200
Email: info@meritfa.com
Address: 2801 Network Blvd #503, Frisco, TX 75034, United States
Website: https://www.meritfinancialadvisors.com/
3. Brindle & Bay Wealth Management
Brindle & Bay Wealth Management, located in Frisco, Texas, offers personalized financial strategies with a strong emphasis on clarity, confidence, and long-term vision. Their team specializes in guiding professionals, business owners, and families through comprehensive wealth planning, investment management, and retirement planning. With a commitment to transparency and education, Brindle & Bay focuses on aligning each client’s financial decisions with their personal values and life goals. Their approachable and collaborative method ensures clients feel empowered every step of the way.
Phone: +1 214-988-9178
Email: hello@brindleandbay.com
Address: 5899 Preston Rd Ste. 1103, Frisco, TX 75034, United States
Website: https://www.brindleandbay.com/
4. Wave Wealth Management
Wave Wealth Management, headquartered in Frisco, Texas, provides tailored financial planning and investment strategies designed to help clients navigate life’s financial waves with confidence. Their services include retirement planning, tax strategies, investment management, estate planning, and insurance solutions—all customized to fit each client’s lifestyle and goals. Wave Wealth takes a holistic approach to wealth management, integrating advanced tools and deep market insight to deliver clear, forward-thinking strategies. The firm is committed to building lasting relationships and empowering clients through education and transparency.
Phone: +1 972-954-4100
Email: info@wavewealth.com
Address: 7000 Parkwood Blvd Suite G300, Frisco, TX 75034, United States
Website: https://www.wavewealth.com/
5. Libertas Financial Advisors
Libertas Financial Advisors, based in Frisco, Texas, is a faith-based financial planning firm dedicated to guiding clients toward financial independence with integrity and personalized service. The firm offers comprehensive wealth management solutions, including retirement planning, investment strategies, tax-efficient planning, and insurance services. Rooted in biblical principles, Libertas emphasizes stewardship and long-term financial well-being, helping individuals and families align their financial decisions with their values. Through a client-centered approach, they empower clients with clarity, education, and strategic guidance.
Phone: +1 972-646-2525
Email: office@libertasfinancialadvisors.com
Address: 9355 John W. Elliott Dr N25, Frisco, TX 75034, United States
Website: https://libertasfinancialadvisors.com/
Choosing a Financial Path That Fits Your Goals
Selecting a financial advisor is ultimately a personal decision—one that depends on your unique goals, preferences, and financial circumstances. Frisco’s diverse pool of financial professionals gives you the opportunity to find someone whose approach aligns with how you want to manage your money.
As you evaluate potential advisors, consider how well their services and values align with your own. By taking the time to ask questions and explore your options, you’ll be better positioned to make confident, informed choices about your financial future.
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