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Selecting the right investment firm is a key move toward building lasting financial security. Whether you’re aiming to expand your portfolio, prepare for retirement, or pursue new avenues of investment, partnering with an experienced advisor can provide the insight and guidance needed to navigate today’s complex financial landscape.
For residents and business owners in Corpus Christi, the firms featured below stand out for their personalized financial planning, dedication to fiduciary standards, and deep understanding of the region’s unique economic dynamics.
1. Stonewater Wealth Management Inc.
2. Carter Benkendorfer
3. Oxbow Advisors
4. Freedom Investment Counsel LLC
5. Oak Tree Wealth Management
6. Cruger Financial Services
7. Corpus Christi Financial Group
8. Waddell & Reed Inc. Financial Advisor Mark Chavez
9. Legamaro Financial Services
10. Bergstrom Financial
Stonewater Wealth Management Inc.
Stonewater Wealth Management is an independent financial advisory firm based in Corpus Christi, Texas, specializing in comprehensive wealth management and retirement planning services. Led by Managing Partner Michael Sharp, the firm offers a range of services including estate and retirement planning, risk and capital gains management, custom investment solutions, and business retirement plans such as 401(k) and 457 services. Their team of advisors collaborates with clients’ tax professionals and attorneys to provide integrated financial strategies tailored to individual goals. As an independent firm, Stonewater Wealth Management emphasizes integrity and personalized service, aiming to guide clients toward financial freedom.
Address: 4639 Corona Dr Ste9, Corpus Christi, TX 78411
Phone: 19513281190
Email: [email protected]
Website: https://www.stonewaterwealth.com/
Carter Benkendorfer
Benkendorfer Investment Group is an independent financial services firm with offices in Corpus Christi and San Antonio, Texas. The firm offers advanced investment and wealth management strategies, emphasizing highly personalized service. Their comprehensive suite of services includes investment planning, insurance planning, tax planning, retirement planning, personal finance, estate planning, education planning, and business planning.
Address: 500 N Water St #400, Corpus Christi, TX 78401
Phone: 13616530472
Email: [email protected]
Website: https://benkendorferinvestmentgroup.com/
Oxbow Advisors
Oxbow Advisors is a Texas-based, independent Registered Investment Advisor (RIA) specializing in wealth preservation and investment management for high-net-worth individuals, particularly those who have experienced significant liquidity events such as selling a business or inheriting substantial assets. The firm is headquartered in Austin, Texas, with additional offices in Houston and Corpus Christi.
Address: 800 N Shoreline Blvd # 2200, Corpus Christi, TX 78401
Phone: 13616921296
Email: [email protected]
Website: http://www.oxbowadvisors.com/
Freedom Investment Counsel LLC
Freedom Investment Counsel LLC is a family-owned financial services firm based in Corpus Christi, Texas. Led by financial advisors Marty Evans and Jeff Evans, the firm offers personalized investment and retirement planning services, emphasizing long-term financial stewardship. They are affiliated with Cambridge Investment Research, Inc., a broker-dealer, and Cambridge Investment Research Advisors, Inc., a registered investment advisor.
Address: 500 N Water St #400, Corpus Christi, TX 78401
Phone: 13618136331
Email: [email protected]
Website: http://freedom-ic.com/
Oak Tree Wealth Management
Oak Tree Wealth Management is a Stockton, California-based financial advisory firm dedicated to helping individuals and families develop, implement, and monitor personalized financial strategies. Their services encompass retirement planning, investment management, insurance solutions, estate planning, and debt management, all tailored to address each client’s unique financial situation. The firm emphasizes client education, aiming to demystify financial concepts and empower clients to make informed decisions. With a commitment to personalized, hands-on service, Oak Tree Wealth Management strives to build lasting relationships and guide clients toward achieving their financial goals.
Address: 101 N Shoreline Blvd, Corpus Christi, TX 78401
Phone: 13614520226
Email: [email protected]
Website: https://www.otwm.net/
Cruger Financial Services
Cruger Financial Services is a client-centered financial advisory firm located in Corpus Christi, Texas. The firm offers personalized strategies to help clients build wealth, protect their families, and preserve assets. Their services encompass retirement planning, investment management, estate planning, insurance solutions, and tax strategies.
Address: 800 N Shoreline Blvd Suite 1210, Corpus Christi, TX 78401
Phone: 13618668466
Email: [email protected]
Website: http://www.crugerfinancial.com/
Corpus Christi Financial Group
Corpus Christi Financial Group is a financial services firm based in Corpus Christi, Texas, dedicated to providing personalized guidance to individuals, families, and businesses. Founded in 1993, the firm has been building financial confidence in the community for over three decades.
Address: 6210 Wooldridge Rd, Corpus Christi, TX 78414
Phone: 13618828700
Email: [email protected]
Website: http://www.corpuschristifinancialgroup.com/
Waddell & Reed Inc. Financial Advisor Mark Chavez
Mark Chavez is a seasoned financial advisor based in Corpus Christi, Texas, affiliated with LPL Financial. With over 16 years of experience in the financial services industry, he is dedicated to helping clients build wealth, protect their families, and preserve assets through personalized financial strategies.
Address: 500 N Shoreline Blvd Suite 808, Corpus Christi, TX 78401
Phone: 13618833177
Email: [email protected]
Website: https://www.mchavez.wradvisors.com/
Legamaro Financial Services
Legamaro Financial Services Inc. is an independent financial advisory firm headquartered in Corpus Christi, Texas, with an additional office in New Braunfels. Established in 1997, the firm specializes in investment management, retirement income planning, and insurance services, catering to both individual and institutional clients.
Address: 717 Everhart Rd, Corpus Christi, TX 78411
Phone: 13618839333
Email: [email protected]
Website: http://www.legamarofinancialservices.com/
Bergstrom Financial
Bergstrom Financial is an independent financial advisory firm based in Corpus Christi, Texas, founded in 1998 by Darron Bergstrom. The firm specializes in providing comprehensive financial planning, investment management, and estate planning services to individuals and small business owners. In 2021, Bergstrom Financial transitioned to an independent model, affiliating with Cambridge Investment Research to offer a broader range of services and maintain objective, client-focused advice.
Address: 711 N Carancahua St #1818, Corpus Christi, TX 78401
Phone: 13618846347
Email: [email protected]
Website: https://www.bergstromfinancial.com/
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