We are a Houston-based, fee-only financial firm that offers financial advisory services for clients
in various life stages. We believe that many Financial Advisors charge too much and provide too little
Many of our clients are oil and gas employees approaching or in retirement, but we also serve physicians, attorneys, business owners and mid-career professionals. A majority of our clients have a net worth between $2 and $10 million, but we advise clients both above and below that range.
Detail-oriented, comprehensive financial planning is a primary core competency, but we also offer cost- effective, long-term asset management for clients with larger portfolio balances ($1+ million).
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