Our Firm

We Act As a Fiduciary for You

As a Registered Investment Advisor (RIA)…

We have a fiduciary duty to act in your best interest.

We only and always act in your best financial interest to offer the best solutions that fit your needs.

We are registered with the Texas State Securities Board.

This regulation helps ensure that we serve your interests as fiduciaries.

We provide more than just investment advice.

We also advise on a range of subjects that are part of your financial life, from retirement planning to insurance and estate planning.

Our firm has been a member since 2006.

The Financial Planning Association® (FPA®) is the leading membership organization for financial professionals and those engaged in the financial planning process. The FPA helps financial advisors be a partner in planning by helping them realize their vision of professional fulfillment through practice support, learning, advocacy, and networking.

Our Core Values:

We lead with power and purpose.

We are passionate about our calling.

We strive for personal and professional excellence.

We connect for collaborative impact.

We care for and support each other.

Your Partner in Planning™