Briaud Financial Advisors
“Briaud delivers financial security to some of the smartest people in the world.”
What started as a passionate interest has grown into arguably the best Fee-Only Financial Planning firm in the country. Briaud Financial Advisors specializes in working with university professionals and their families providing a holistic financial planning experience. Described within the industry as a “white glove service”, Briaud utilizes a deep bench of expertise, leveraging decades of experience to help clients meet their long-term financial goals.
Briaud is a lower volatility-seeking firm with an emphasis on steady returns. Advising just under $700M in assets, Briaud executes a Top-down Macro-driven investment process to manage the portfolios under advisement. Investments utilized with this process include ETF’S, Mutual Funds, and individual Fixed-Income securities.
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identifying a potential advisor for their review and consideration. The appearance of an
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no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
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