El Paso is home to a diverse range of wealth management and financial advisory firms, each offering specialized services to help clients achieve their financial goals. Whether you’re seeking retirement planning, estate strategies, or personalized investment management, these firms provide expertise tailored to your needs. Below is a curated list of top firms in the area, along with their key offerings and contact details.
Investment Firms to consider
- Strategic Wealth
- Stratos Investments
- Houghton Financial Partners
- Robert M. Sesich CFP CRPC
- Victor Mascorro Jr. – LPL Financial
- Carolyn L Mora Financial Services
- Alex Barron
- Crown Wealth Strategies
- Humberto Rios
- Dodds Wealth Management Group
1. Strategic Wealth
Strategic Wealth is a fiduciary financial advisory firm offering personalized wealth management services tailored to clients’ unique life stages and financial goals. Operating offices in El Paso, Texas, and Phoenix/Scottsdale, Arizona, the firm provides a comprehensive suite of services, including investment planning, estate planning, risk management, retirement strategies, and tax planning. Strategic Wealth adopts a holistic approach, recognizing that each client’s financial journey is distinct. The firm emphasizes proactive, customized strategies to support clients through various life phases, such as emerging professionals, prime earning years, and retirement. As a member firm of M Financial Group, Strategic Wealth collaborates with Osaic Wealth, Inc., and Osaic Advisory Services, LLC, to offer a broad range of financial solutions while maintaining independence from insurance or investment conglomerates. This structure enables the firm to provide best-in-class services through strategic partnerships with leading financial institutions.
🔹 Services: Wealth Management, Retirement Planning, Tax Planning, Investment Management
📍 Address: 123 W Mills Ave STE 200, El Paso, TX 79912
📞 Phone: 915-532-8885
🔗 Website: Strategic Wealth
📧 Contact: [email protected]
2. Stratos Investments
Stratos Investments of OneSeven is a fiduciary investment advisory firm based in El Paso, Texas, led by Bernard K. Semon, who brings over 40 years of financial expertise. The firm offers a suite of actively managed, proprietary investment strategies designed for investors with moderate to aggressive risk tolerances. These strategies include the Stratos U.S. Market Strategy, Stratos Global Balance, Stratos Global 70, Stratos Global Value & Income, Stratos Global Commodity, and Stratos Master Limited Partners & Equity Income Strategy. Each strategy is built on principles of diversification, active management, and disciplined risk control, aiming to deliver quality returns during market advances and comprehensive wealth preservation during downturns. Stratos Investments emphasizes transparency, focusing on long-term results and efficient tax management without employing margin trading, options, or short selling. Operating under OneSeven LLC, a registered investment adviser with the U.S. Securities and Exchange Commission, the firm provides personalized financial guidance to help clients achieve lasting financial well-being while supporting their broader life priorities.
🔹 Services: Actively Managed Investment Strategies, Wealth Preservation, Investment Management
📍 Address: 210 N Stanton St Suite 3, El Paso, TX 79912
📞 Phone: 915-534-4005
🔗 Website: Stratos Investments
📧 Contact: [email protected]
3. Houghton Financial Partners
Houghton Financial Partners (HFP Solutions) is a U.S.-based financial services firm specializing in retirement plan consulting and wealth management. With over 45 years of experience, HFP offers a comprehensive range of services, including investment analysis, retirement planning, and employee benefits consulting. Their approach emphasizes personalized strategies tailored to meet the unique needs of each client, ensuring optimal financial outcomes. The firm’s mission centers on acting in the best interest of clients, prioritizing honesty, integrity, and a commitment to doing the right thing. HFP’s seasoned team is dedicated to providing outstanding service and support, making them a trusted partner for individuals and organizations seeking expert financial guidance.
🔹 Services: Retirement Plan Consulting, Wealth Management, Investment Management
📍 Address: 210 N Campbell St, El Paso, TX 79901
📞 Phone: 915-541-7055
🔗 Website: Houghton Financial Partners
📧 Contact: [email protected]
4. Robert M. Sesich CFP CRPC
Robert M. Sesich is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Retirement Planning Counselor (CRPC®) based in El Paso, Texas, affiliated with Osaic Wealth, Inc. (formerly Lincoln Financial Advisors). He specializes in comprehensive financial planning for high-net-worth families, offering services in areas such as retirement, estate, tax, and asset protection planning. With over two decades of experience, Sesich is a member of Sagemark Consulting Private Wealth Services, a network of top planners within Osaic Wealth. His client approach emphasizes personalized strategies to build, protect, and preserve wealth, supported by a team of professionals dedicated to delivering thoughtful and effective financial solutions.
🔹 Services: Financial Planning for HNW Families, Estate & Tax Planning, Investment Management
📍 Address: 4687 North Mesa Street Suite 200, El Paso, TX 79912
📞 Phone: 915-543-5630
🔗 Website: Robert M. Sesich
📧 Contact: [email protected]
5. Victor Mascorro Jr. – LPL Financial
Victor Mascorro, Jr. is a financial advisor based in El Paso, Texas, affiliated with LPL Financial. His firm is dedicated to providing high levels of competence, ethical standards, and professionalism in the financial services industry, aiming to offer services at a cost comparable to other providers in the market. The firm offers a range of services, including investment management, insurance solutions, and financial planning, to help clients achieve their financial goals. Victor Mascorro, Jr. emphasizes a client-centered approach, focusing on building long-term relationships and delivering personalized financial strategies. His firm operates under the regulatory oversight of FINRA and SIPC, ensuring adherence to industry standards and client protection.
🔹 Services: Financial Planning, Insurance Solutions, Investment Management
📍 Address: 201 E Main St Ste. 1615, El Paso, TX 79901
📞 Phone: 915-544-2786
🔗 Website: Victor Mascorro Jr.
📧 Contact: [email protected]
6. Carolyn L Mora Financial Services
Carolyn L. Mora CPA, CFP® is a seasoned financial professional based in El Paso, Texas, offering comprehensive tax and financial planning services to individuals, medical and dental practices, and businesses. With over 30 years of experience, including roles at Arthur Andersen & Co. and Columbia Healthcare System, she founded her own practice in 1995. Her firm specializes in retirement, estate, investment, and insurance planning, emphasizing personalized strategies that align with clients’ goals and risk tolerance. Carolyn is actively involved in the community and professional organizations, serving on the board of the Paso del Norte Health Foundation and engaging in ministry work for the Catholic Diocese of El Paso. Clients can access a range of resources on her website, including financial calculators, tax tools, and educational content, reflecting her commitment to empowering individuals to make informed financial decisions.
🔹 Services: Tax & Financial Planning, Retirement & Estate Planning, Investment Management
📍 Address: 11163 La Quinta Pl, El Paso, TX 79936
📞 Phone: 915-577-0926
🔗 Website: Carolyn L Mora
📧 Contact: [email protected]
7. Alex Barron
Alex Barron is a seasoned financial analyst and entrepreneur with over two decades of experience in the U.S. housing market. He began his career on Wall Street with Franklin Templeton Investments and later founded Housing Research Center in 2010, where he gained recognition for accurately predicting key housing market trends. In 2017, he established Diamond Crest Capital to assist investors in managing wealth and generating passive income. Beyond his financial ventures, Barron is deeply committed to financial education and aims to reach one billion people worldwide through his Financial Freedom & Success Institute. His initiatives include the Financial Freedom Seminar, which has helped thousands achieve debt freedom, and the Dare to Dream Foundation, which supports impoverished children globally by providing education, food, and spiritual guidance.
🔹 Services: Wealth Management, Passive Income Strategies, Investment Management
📍 Address: 11 Diamond Crest Ln, El Paso, TX 79902
📞 Phone: 415-425-6434
🔗 Website: Alex Barron
📧 Contact: [email protected]
8. Crown Wealth Strategies
Crown Wealth Strategies is a premier financial planning firm based in El Paso, Texas, specializing in comprehensive wealth management for business owners, medical professionals, retirees, and families. Under the leadership of Elizabeth Dipp Metzger, CFP®, MSFS, AEP®, the firm offers personalized services including estate planning, business succession planning, high-net-worth private wealth management, and fiduciary-standard financial planning. Recognized for its client-centric approach, Crown Wealth Strategies emphasizes building long-term relationships and aligning financial strategies with clients’ values and goals. The firm has earned accolades such as being named to Forbes’ 2024 Top Financial Security Professionals list and ranking #2 in Texas on Forbes’ Best-in-State Financial Security Professionals list. Additionally, Crown Wealth Strategies is actively involved in community initiatives, supporting organizations like St. Jude Children’s Research Hospital, Make-A-Wish Foundation, and the El Paso Children’s Hospital.
🔹 Services: Private Wealth Management, Estate & Business Planning, Investment Management
📍 Address: 621 Resler Dr, El Paso, TX 79912
📞 Phone: 915-613-4300
🔗 Website: Crown Wealth Strategies
📧 Contact: [email protected]
9. Humberto Rios
Humberto Rios is a seasoned financial advisor with Northwestern Mutual, based in El Paso, Texas. Since 2011, he has specialized in risk management and wealth accumulation, focusing on helping clients achieve financial security through personalized strategies. Rios emphasizes the importance of budgeting and saving, often sharing his own experiences to guide clients toward better financial habits. Outside of his professional work, he is passionate about health and wellness, having completed nine Ironman competitions, and actively supports local triathlete groups in El Paso. He also dedicates time to his family and spiritual community, reflecting a balanced approach to life and work.
🔹 Services: Risk Management, Wealth Accumulation, Investment Management
📍 Address: 5870 Onix Dr A, El Paso, TX 79912
📞 Phone: 915-842-8552
🔗 Website: Humberto Rios
📧 Contact: [email protected]
10. Dodds Wealth Management Group
Dodd’s Wealth Management Group offers personalized financial planning and investment strategies to help clients achieve long-term financial security. With a client-focused approach, they provide tailored solutions for retirement, estate planning, and wealth preservation. Their team of experienced advisors ensures each strategy aligns with individual goals and risk tolerance. Whether for individuals or businesses, Dodd’s WMG delivers expert guidance in asset management and financial growth. Trust and transparency are at the core of their services, making them a reliable partner for wealth management.
🔹 Services: Financial Planning, Wealth Preservation, Investment Management
📍 Address: 5915 Silver Springs Dr Building #4, El Paso, TX 79912
📞 Phone: 915-257-2627
🔗 Website: Dodds Wealth Management Group
📧 Contact: [email protected]
El Paso’s wealth management landscape offers a robust selection of firms, each with unique strengths to cater to diverse financial needs. From fiduciary advisors clients can find expertise tailored to their goals—whether it’s retirement, tax efficiency, or growth-focused investment management. We recommend reviewing firm credentials, fee structures, and service alignments to make an informed choice. For further assistance, reach out directly to the advisors listed above.
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