Find Top Financial Advisors in Boerne, Texas

David is the founder of Magister Wealth and the visionary behind the firm's unique approach to delivering holistic, integrated financial planning solutions. He is described by those who know him as a 'fixer', 'life coach' and mentor who asks the hard questions many other advisors are afraid to ask. An avid student of the markets with a passion for economics, philosophy and psychology, David is a natural problem solver and accomplished teacher. He applies his keen analytical skills in an effort to deliver a truly comprehensive approach to solving his client's most pressing financial challenges.

David graduated with a Bachelor of Science from George Mason University and completed his Certificate in Financial Planning from Boston University's Institute of Finance. He is a CFA^® Charterholder and a CERTIFIED FINANCIAL PLANNER^™ professional. David served as the 2017 Chairman and 2016 President of the Financial Planning Association (FPA) chapter of San Antonio and South Texas. For over 20 years, David pursued his passion for music as an instrumentalist, conductor and educator. As a professional trombone player, he was a semi-finalist in major orchestra auditions. David's students received scholarships to some of the best conservatories in the world including Juilliard and the New England Conservatories. David enjoys bike riding and swimming. He resides in San Antonio with his wife Ellyn and daughters Sylvia and Emily.

Magister is a unique financial advisory firm. We educate and empower our clients to make prudent decisions about their personal wealth and business finances. Welcome to Financial Mentorship.SM

Manny Gonzalez, CFP® is a financial planner with over 14 years of experience and the founder of Gonzalez Wealth Team at SageSpring Wealth Partners, an independent fiduciary wealth management firm. He works with individuals and families who have accumulated meaningful wealth and are seeking a trusted professional to help them manage complexity, reduce risk, and make confident long-term decisions. Manny specializes in comprehensive wealth management, integrating investment management, financial planning, tax-aware strategies, and estate planning coordination into a cohesive, forward-looking strategy. His clients value having a single point of contact who understands the full picture  not just their portfolio, but their family, priorities, and long-term legacy. His philosophy is rooted in the belief that financial planning is about more than numbers; its about people, priorities, and peace of mind. Mannys approach is proactive, disciplined, and thoughtfully customized to each clients circumstances. As an independent advisor, he is not limited to proprietary products or a single investment platform, allowing him to implement a broad range of strategies and adapt as markets and life evolve. Equally important is the client experience. Manny believes great service means being accessible, responsive, and clear  especially during moments that matter most. He is committed to creating an environment where clients feel supported, informed, and confident as they navigate important financial decisions. Family plays a central role in Mannys life and work. Inspired by the opportunities created by his father and grandfather, he is deeply committed to helping clients protect what theyve built and transfer wealth with intention and clarity. Manny lives in New Braunfels with his wife and two boys and works with clients both locally and virtually. Outside the office, he enjoys golf, fishing, staying active, traveling, classic cars, and coaching his kids sports teams.

As a comprehensive planning-based financial advisory firm, we take a holistic approach to financial advice and tailor our counsel to help you meet your personal goals and assist in building a life of wealth and long-lasting financial independence. Distinctly principled, we are committed and accountable to your values. We educate you along the way to building a life of wealth, so you can focus on what is important - personally, spiritually, and professionally.

Benjamin founded Comal Wealth Management in 2020 with a focus on delivering a high-touch client experience. Benjamin is a Certified Financial PlannerTM practitioner with over 16 years of wealth management experience. He services clients in the New Braunfels, TX community who are approaching retirement.

Benjamin is a retirement and tax planning expert. He is passionate about helping you find your unique path to a successful retirement and helping you maintain your desired lifestyle once retired.

Prior to Comal Wealth Management, Benjamin spent 11 years working for USAA as a financial advisor and wealth manager. In 2013, he was one of the youngest advisors promoted to Wealth Manager and was tasked with leading the Wealth Management offering in El Paso, TX. After 3 years in El Paso, he joined the Austin, TX Wealth Management team to serve the Central Texas community.

Previously, he earned his undergraduate degree in Personal Financial Planning from Texas Tech University, which is widely considered the top program in the country. In addition, he earned his MBA from Colorado State University.

He is a born-and-raised Texan and has called New Braunfels, TX home since 2018.

In his free time, he loves to travel with his wife Brooke, preferably somewhere with beaches and palm trees.

He offers a free Retirement Readiness Review for prospective clients.

Comal Wealth Management is a modern wealth management and financial planning firm based in New Braunfels, TX.

We serve clients that are approaching retirement, value expert advice and have diligently invested $500,000+ towards retirement. Our aim is to help you save time, invest wisely, reduce taxes and retire successfully.

We offer a free Retirement Readiness Review for prospective clients.

FEE ONLY - As a fee-only financial advisor, we are compensated solely by the client, without receiving commissions or other incentives from financial product providers, ensuring unbiased financial advice tailored to our client's needs.

FIDUCIARY - As a fiduciary financial advisor, we are ethically and legally bound to act in our clients' best interest. We provide advice based on what we believe to be in the best long-term interest of our clients.

PREMIER SERVICE: As advisors, we have a responsibility to not only react to our clients needs, but to proactively communicate and deliver an incredible experience overall. We are committed to service of the highest tier, without exception.

VALUE-DRIVEN: The pursuit of financial value should be relentless, and we strive constantly to identify multiple areas of financial gain for our clients. Because investment portfolios are not the sole driver of financial rewards, we seek to identify measurable value beyond investment returns for optimal success and goal attainment.

Beck Capital Management has been helping individuals, families, and businesses manage their investments since 1997. Our mission is to offer an alternative to the one-size-fits-all approach common in the industry. We utilize in-house, custom-built portfolios, designed to align with each client's goals and risk tolerance - often with lower fees than larger, layered institutions.

We serve high-net-worth individuals, including retirees, successful professionals, executives, and business owners. We view our client relationships as true partnerships, and as financial fiduciaries, we are committed to putting the interests of our clients first, building lasting partnerships based on trust, transparency, and results.