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About Us

Experience You Can Trust

Our team has been helping people with their finances for over 30 years, making complex financial topics easy to understand and manage. Our mission is simple: to provide straightforward financial strategies focused on steady growth and minimizing taxes. We're here to help you keep more of what you earn and pursue your financial goals without unnecessary risks. There's nothing more rewarding to us than seeing our clients succeed.

About US

Arcus Wealth Advisors is an independently owned financial consulting firm with more than 20 years of dedicated personalized service to our clients. Our independence allows us to offer you an unbiased objective approach to serving your investment needs. 

Whether you are just starting to save for your future, or are a seasoned investor, Arcus Wealth Advisors has the financial management experience to direct you towards reaching your objectives. We also offer financial and investment services through Cetera Advisors LLC, to business owners and their employees. Our commitment is to always provide unbiased advice, impeccable service, and diversified financial resources to serve your individual needs … that’s one benefit of an independent perspective

Decades of Financial Experience

Decades of Financial Experience

Arcus Wealth Advisors is an independent financial consulting firm that helps clients in and around McAllen, Texas keep their ideal lifestyle and protect their assets. With our training, expertise, professional connections, and straightforward approach, we provide tax-efficient strategies and professional support for every aspect of your finances.

Your Holistic Financial Partner

Your Holistic Financial Partner

With our connections to professionals across industries, we coordinate a team to address your whole financial picture. Our comprehensive approach lets you focus on what matters most, knowing that every detail of your finances is managed.

Meet the Team

Mario Gonzalez

(956) 631-8552

mgonzalez@1stallied.com

Mario Gonzalez is a Certified Wealth Strategist® whose business is centered in South Texas. As an Independent Financial Advisor to many of the area’s leading professionals, business owners and private citizens, Mario has earned the...
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Abel Martinez

Executive VP

(956) 631-8552

amartinez@1stallied.com

Abel joined Arcus Wealth Advisors over two decades ago where he currently manages the insurance day to day operations and client service program of the firm. His responsibilities include: processing administrative paperwork and new...
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Core Values That Drive Us

At Arcus Wealth Advisors, our values reflect our commitment to providing exceptional service and building lasting relationships with our clients.

Your Financial Quarterback

With our connections to professionals across industries, we coordinate a team to address your whole financial picture, ensuring you only need one partner for every facet of your financial life.

Tax-Efficient Strategies

Our team implements tax sensitive strategies that allow you to keep more of what you earn; at the same time, we keep it simple so you always understand what’s going on in your finances.

Wealth Protection First

While we aim to keep up with inflation, we also focus on keeping your money, not gambling it. We’re here to help you protect your assets, and, in doing so, protect the people you love.

Experienced Service and Care

Through our years of service, we’ve been privileged to help countless clients in our community. We bring this experience to every client’s unique financial situation and goals.

Partnering with Cetera for Enhanced Financial Services

Through our partnership with Cetera, we benefit from their expert legal and financial services, unbiased investment research, and over 100 years of financial planning experience, allowing us to provide you with comprehensive and personalized financial solutions.

Cetera Advanced
Planning Team

We benefit from the expert legal and financial services from our key resource partner, Cetera's Advanced Planning Team.

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Cetera Investment Management Team

The Cetera Investment Team provides unbiased research and guidance to assist us in developing a personalized investment plan for you.

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Cetera Financial Plan Design Team

Cetera’s Financial Plan Design Team, with over 100 years of experience, is a valuable resource for financial planning.

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Are You Ready to Unlock Your Financial Potential?

Are you ready to unlock your financial potential with Arcus Wealth Advisors? Contact us today, and we can help you get started.

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Supporting Arcus Wealth Advisors

Clients We Serve

We serve individuals, business owners, professionals, and those in the medical and agriculture/farming industries with tailored financial solutions to meet their unique needs.

Discover Who We Work With

Our Approach

Our straightforward approach includes understanding your values, defining your goals, and creating a customized financial roadmap for your future.

Learn How We Work

Our Team

Our team of experienced advisors and professional partners brings decades of expertise to provide comprehensive and personalized financial guidance.

Get To Know Our Team