Finance Consultants in Houston to Watch for in 2025

Houston Finance Strategists to Know in 2025

When people think of Houston, they often think energy and innovation, and that extends to its financial services scene. From The Woodlands to Sugar Land and every thriving neighborhood in between, the Greater Houston Area is home to a dynamic ecosystem of independent financial consultants, boutique firms, and solo strategists who are reshaping how Houstonians plan, grow, and protect their wealth.

Finance Consulting Services Methodology: How We Picked These Powerhouses

At Digital Reference, we do the legwork to help you find the best. Our process includes:

• 📊 Deep analysis of public resources like LinkedIn profiles, websites, and industry publications
• 🗣️ Feedback from real client testimonials and interviews
• 🔍 Assessment of strategy, ethics, accessibility, and modern financial tools
• 📍 Focused geography: Every advisor on this list is based in the Houston-The Woodlands-Sugar Land area

What makes this list special? These professionals are more than qualified—they're approachable, values-forward, and digitally fluent. Their services reflect core Digital Reference values like transparency, independence, and customization.

Let’s meet the advisors shaping Houston’s financial future.

Matt Goff

gofffinancial.com | LinkedIn

Founder and Chief Investment Officer of The Goff Financial Group, Matt Goff is a veteran fiduciary advisor with a no-nonsense, client-first philosophy. Since 1994, he's been guiding Houstonians with fee-only investment management and holistic planning.

💡 Why Matt’s one to watch:

• 📈 Known for avoiding commissions and prioritizing objective, unbiased advice
• 📚 Background includes degrees in finance and economics from The University of Texas at Austin
• 🧠 Strong emphasis on portfolio management and long-term investing
• 🤝 Works with business owners, corporate executives, and high-net-worth families
• 💬 Frequently featured in the Houston Business Journal and MarketWatch for thought leadership

Matt’s commitment to transparency and low-cost investing has made him a long-time favorite in Houston’s independent advisory scene.

Paul Carroll

avionwealth.com | LinkedIn

Paul Carroll, founder of Avion Wealth, is a strategist for executives and entrepreneurs who want next-level financial planning without the Wall Street fluff.

💡 Why Paul made our 2025 list:

• ✈️ Specializes in aviation industry professionals, including pilots and aerospace execs
• 💼 Offers tax planning, investment optimization, and business exit strategies
• 📚 Author of "Swing Trading: Power Strategies to Cut Risk and Boost Profits"
• 💬 Leads a team with military precision, backed by decades of investment experience
• 🧭 Focused on helping clients achieve financial independence before traditional retirement age

Paul’s high-efficiency, detail-rich approach resonates with clients who want clarity and control over their financial journey.

Ashley Foster

nxtgenfp.com

Ashley Foster is a new-gen voice in Houston finance. As founder of Nxt: Gen Financial Planning, Ashley serves professionals in tech, oil & gas, and healthcare with a refreshingly modern, no-judgment approach.

💡 What makes Ashley’s practice exceptional:

• 🎯 Targets early-career professionals and first-gen wealth builders
• 💡 Flat-fee, subscription-based model removes sales pressure and builds trust
• 🌱 Culturally competent and LGBTQ+ inclusive planning framework
• 💬 Aims to make financial planning accessible, welcoming, and empowering
• 📈 Offers robust virtual services for digital-native clients

Ashley is a standout for anyone tired of old-school finance jargon and looking for an advisor who speaks their language.

Jeremy Matranga

platinumwealthmgmt.com | LinkedIn

As a partner at Platinum Wealth Management, Jeremy Matranga blends personalized strategy with big-picture insight. He’s especially well-suited to those approaching retirement or managing generational wealth.

💡 Jeremy’s key strengths include:

• 🛡️ Deep knowledge of retirement income strategies and legacy planning
• 📊 Focus on portfolio diversification, tax planning, and insurance optimization
• 🤝 Builds long-term relationships based on education and consistency
• 📍 Serves clients across Texas but maintains a strong footprint in the greater Houston area
• 🧠 Strong attention to both analytical performance and client lifestyle goals

Clients turn to Jeremy when they want a deeply rooted advisor who understands both the market and their long-term vision.

Ralph Schroeder

schroederwealthadvisors.com | LinkedIn

Ralph Schroeder is the founder and lead advisor at Schroeder Wealth Advisors, where comprehensive, science-backed financial planning is the standard, not the exception.

💡 Why Ralph is a Houston standout:

• 🎓 Holds an M.S. in Finance, plus the CFP®, CLU®, ChFC®, APMA®, and BFA™ designations
• 🧪 Applies a behavioral finance lens to all client work, helping people make better decisions
• 🌐 Combines academic theory with practical strategy to support high-net-worth clients
• 📣 Popular speaker and financial educator throughout Houston and beyond
• 🧭 Emphasizes lifelong financial literacy and legacy building

Ralph is known for offering a masterclass-level financial strategy—personalized, research-based, and forward-thinking.

Houston’s Finance Leaders Are Thinking Bigger

From oil and gas legacies to digital-native entrepreneurs, Houston’s financial needs are evolving—and these advisors are more than ready. Each professional in this lineup brings a fresh, deeply human perspective to planning that respects tradition while embracing innovation.

✨ Want more expert picks? Head over to:

• Top Financial Advisors in the USA
• Leading Fractional CFOs in NYC
• What are Finance & Accounting Consultants 

At Digital Reference, our mission is to surface smart, useful, and community-centered content that helps readers take control of their future—financially, professionally, and personally. We’re proud to highlight professionals who are making that easier for all of us. Stay tuned for more city guides and insights from the frontlines of personal finance.

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