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Find Help · Texas
Financial Advisors serving Texas. Before a listing appears here, we check the provider's phone, business address, and working website against the provider's own site, and MORTL writes the standard listing description from it. Sponsored Pro and Premium cards may include a provider-written bio.
Provider listings aren’t recommendations, endorsements, guarantees, or referrals. We don’t verify licenses, disciplinary history, availability, or quality. Check those directly before hiring.
Ask a funeral home about these before you sign. They set what has to happen, and when, no matter who you hire.
Verified in Texas so far: 327 financial advisors, 5 funeral homes, 4 hospice & palliative care, 3 grief counselors.
Every figure here comes from MORTL's Texas guide, which cites the statute or the state agency behind it. Read the Texas guide for the rest of it: the cremation and burial rules in full, probate and the small-estate threshold, who inherits when there's no will, advance directives, and the estate tax.
If someone has already died, what to do first in Texas is the order to work in. It's free and it always will be.
Texas financial advisory firm offering advisory and consulting services, family office and investment management, charitable gifting guidance, private banking and trust services, oil, gas and mineral management, and alternative investments in the San Antonio area.
Texas investment advisory firm offering portfolio management, SBIC credit and funding solutions, underwriting, diversification, and regulatory compliance services for institutional investors in the Austin area.
Texas investment firm offering institutional-grade investment access to liquid digital assets and blockchain and Web3 ecosystem exposure in the Houston area.
Texas financial advisory firm offering wealth management and financial planning services in the Austin area.
Texas financial advisory firm offering fee-only fiduciary investment advisory, retirement asset management, and risk management services, including a proprietary market anomaly investment strategy, in the Burnet area.
Texas investment management firm offering mutual fund management, portfolio strategy, and fund performance information, including the Abraham Fortress Fund combining stocks, bonds, and diversifying strategies, in the Canadian area.
Texas investment management firm offering investment models, ETF portfolios, and outsourced CIO services, including income stacking strategies, in the Dallas area.
Texas financial advisor offering financial planning, wealth management, and investment advisory services, including pilot-focused services for American Airlines, Southwest Airlines, and United Airlines employees, in the Allen area.
Texas investment management firm offering portfolio management and financial counseling, including solutions for business owners, nonprofit foundations, and virtual family offices, in the Houston area.
Texas financial services firm offering outsourced trading, portfolio overlay management, and execution services for financial advisors, including portfolio administration and regulatory compliance support, in the Boerne area.
Texas financial advisor offering comprehensive wealth management, investment management, tax and estate planning, and specialized financial strategies for energy industry professionals in the Houston area.
Texas investment management firm offering investment management, development, acquisitions, and lending services in the San Antonio area.
Texas financial advisory firm offering wealth management services in the San Antonio area.
Texas financial advisory firm offering investment management, financial planning, family engagement, tax planning, banking and lending solutions, philanthropy planning, and risk management services in the Dallas area.
Texas financial advisory firm offering asset liability management, investment advisory, mergers and acquisitions, and secondary market solutions, including services for credit unions and banks, in the Dallas area.
Texas financial advisory firm offering investment management, retirement planning, tax planning, insurance solutions, and legacy and charitable giving planning in the Lubbock area.
Texas financial advisory firm offering practice transition advisory, ongoing financial advisory, tax preparation, bookkeeping, and investment management, including a focus on dentistry clients, in the Dallas area.
Texas financial advisory firm offering family office, investment advisory, M&A advisory, and academy services in the Austin area.
Texas litigation funding firm offering financing solutions for law firms pursuing mass tort and mass-action cases in the Houston area.
Texas financial advisor offering wealth management, investment strategy, and income planning services, including employer sponsored plans, in the Conroe area.
Texas financial advisory firm offering investment management, financial planning, and corporate retirement plan services, including estate planning, tax planning, and 401(k) plan design, in the Houston area.
Texas financial advisor offering financial planning, retirement planning, tax strategies, insurance planning, estate planning, exit planning, investment management, and planning services geared toward women, in the Fort Worth area.
Texas financial advisory firm offering retirement planning, wealth management, estate strategy, and tax planning services, including services for retirees, airline pilots and engineers, women, and small business owners, in the Grapevine area.
Texas financial advisor offering portfolio management, tax optimization, financial planning, and retirement planning, including social security optimization, in the Allen area.
Texas financial advisory firm offering wealth management, investment management, and financial planning services in the Austin area.
Texas financial advisory firm offering money management, financial planning, retirement income planning, estate planning, IRA planning, legacy planning, insurance planning, and educational planning, including statistical portfolio analysis and online financial planning software access, in the Austin area.
Texas wealth management firm offering investment management services, wealth management services, and proprietary fund options in the Dallas area.
Texas financial advisory firm offering portfolio investment management, wealth planning, life event planning such as retirement and business sale preparation, charitable giving guidance, and family office lifestyle management services in the Austin area.
Texas financial advisory firm offering financial planning, wealth management, tax planning, retirement planning, investment management, and estate planning services in the Austin area.
Texas financial advisory firm offering portfolio management, wealth management, and investment planning services, including a family office approach for high-net-worth clients, in the Houston area.
About This Directory
Providers come from public sources and provider submissions. Before a listing goes live, MORTL checks the provider's phone, business address, and working website. MORTL writes standard listing descriptions from that site. Sponsored Pro and Premium cards may include a provider-written bio. A provider without a working website isn’t listed.
A listing isn’t a recommendation, endorsement, guarantee, or referral.
MORTL doesn’t verify licenses, disciplinary history, availability, or quality of service. Provider information can change after a listing is added.
Before hiring any provider, check their license with the state licensing board or professional authority, get pricing in writing, and confirm availability directly.
Know Someone Good?
Worked with a funeral home, grief counselor, hospice, financial advisor, or death doula worth finding? Tell us who they are. It takes a minute and it's free.
Every suggestion gets the same check as the rest of the directory: we confirm the provider's phone and address against their own website before anything is listed.
Death doulas aren’t in the directory because no verifiable registry exists to check them against. You can still suggest one; submissions stay open.
For Providers
MORTL readers are planning ahead: people getting their wills, directives, and funeral wishes in order before a crisis. Listing here puts you in front of them before they need you.
A standard listing in the MORTL directory costs nothing, now or later. We list funeral directors, grief counselors, financial advisors, and hospice providers. Founding providers get in before the category fills up.
Death doulas can apply, but don’t appear in the directory yet: no verifiable registry exists to check a doula listing against.
A listing in the MORTL directory isn’t a recommendation, endorsement, guarantee, or referral. Before hiring any provider, verify credentials directly with the appropriate state licensing board.
Want paid placement? A standard listing stays free. Approved Featured plans add labeled sponsored placement and tier-specific card features. Compare Featured plans →
We're adding providers every week. Suggest a provider you've worked with, or sign up to be notified when your state goes live.
Every state has its own financial advisors page, and every listing is checked against the provider's own website before it appears.
Provider Directory Disclosure: A listing in the MORTL directory isn’t a recommendation, endorsement, guarantee, or referral. Before listing, MORTL checks each provider's phone, business address, and working website. MORTL writes standard descriptions from that site; sponsored Pro and Premium cards may include a provider-written bio. MORTL doesn’t verify every license, disciplinary history, availability, or quality. Check credentials directly before hiring. Read our Provider Review Policy →