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TDECU Wealth Advisors

TDECU Wealth Advisors

How can your money work for you?

Talk to an Advisor

How much will you need to save for a comfortable retirement?

Use our Retirement Planning Calculator to see how much you will need to maintain your desired lifestyle through your retirement years. Start planning now, so you are prepared when you decide to finally retire.1

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Your financial dreams are our priority

We’ll help get you there — from home ownership to retirement. Our experienced Wealth Advisors can help with all your financial planning needs. As an investment client, you get access to objective, professional advice on everything from retirement planning to wealth management — tailored to your needs and goals. Whenever you’re ready to start the conversation, we are here to help. Your future. Uncomplicated.®

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Our Wealth Advisors provide a full range of financial services

Whatever your financial and wealth management goals are, our Wealth Advisors can help you with our suite of services. 

Financial planning

Big goals deserve a clear plan. Our Wealth Advisors help you create a personalized strategy that brings clarity to your finances and confidence to your next step.

Financial portfolios

Your investments should reflect your life, not the other way around. We build and manage portfolios designed around your goals, risk tolerance, and long-term vision.

Investments and savings

Whether you are building wealth or protecting what you have earned, we offer investment and savings options that support steady progress and smart growth.

Retirement planning

Retirement is not just a finish line. It is your next chapter. We will help you design a strategy that supports the lifestyle you want, with income solutions built to last.

Saving for higher education

College is hard. Saving for it should not be. We will help you explore education savings options that make planning ahead feel manageable and achievable.

Insurance planning

Life changes. Your protection plan should keep up. From income protection to long-term care strategies, we help you prepare for the unexpected with confidence.

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

Advice Center

Ready to talk to a Wealth Advisor?

Our Advisors are ready to help you achieve more.

  • Financial planning
  • Investments and savings
  • Financial portfolios
  • Retirement savings
  • Insurance planning
Talk to an Advisor

1 Our financial calculators are provided as a free service to our Members. The information supplied by these calculators is from various sources based on calculations we believe to be reliable (but are not guaranteed, explicit or implied) regarding their accuracy or applicability to your specific circumstances. All examples are hypothetical and are for illustrative purposes only, and are not intended to provide investment advice. TDECU does not accept any liability for loss or damage whatsoever, which may be attributable to the reliance on and use of the calculators. Use of any calculator constitutes acceptance of the terms of this agreement. TDECU recommends that you find a qualified professional for advice regarding your personal finance issues.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

LPL Financial Form CRS
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/ SIPC).

Insurance products are offered through LPL or its licensed affiliates. TDECU and TDECU Wealth Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using TDECU Wealth Advisors, and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, TDECU or TDECU Wealth Advisors. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value

Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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