We are a Texas-based fee-only financial firm that offers financial planning and wealth advisory services. A majority of our clients are approaching retirement and have a net worth between $2 and $20 million, but we serve many individuals and families in a variety of life stages.
We believe in a better way. Our desire is to partner with our clients for the journey ahead ... whatever that may be.
We believe that life will inevitably look different than planned, and working through dynamic decisions while markets, taxes, or goals change can add substantial value over decades of working together.
Some of our clients simply need a one-time Financial Plan and an Advisor to reach out to in the future as their financial life progresses. Others might need a more in-depth relationship that includes tactical planning and investment management throughout the year.