Local Advisors

When It Comes to Your Money, Find People You Trust

There are many financial advisors available today. But how can you find the one right for you, your business, or your family? It is generally good advice to “shop around” when looking for an advisor. While there are certainly more options, we’ve compiled a list of local advisors and firms who are ready, willing, and eager to assist you in achieving your financial goals.

CAPTRUST Endowments & Foundations, Individuals, Retirement Plan Sponsors
114 E. Highland Dr. | captrust.com/locations/texas/boerne-tx

Edward Jones - Ryan Marquard Individuals
512 E Blanco Rd. #301 | edwardjones.com/us-en/financial-advisor/ryan-marquard

Edward Jones - Sean Seamster Individuals
138 Old San Antonio Rd., Ste. 203 | edwardjones.com/us-en/financial-advisor/sean-seamster

Live Oak Investors Individuals
114 Oak Park Dr. | liveoakinvestors.com

PAX Financial Group Individuals, Business Owners
270 N Loop 1604 E, Ste. 200, San Antonio | paxfinancialgroup.com

Raymond James Individuals
116 West Blanco Rd., Ste. 204 | raymondjames.com/boerne-branch

Teamwork Financial Group LLC Individuals
8 Dominion Dr., Bldg. 100, Ste. 103, San Antonio | teamworkfinancial.com

Texas Financial Advisory Individuals
229 N. Main St. | texasfinancialadvisory.com

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