Broker Check


We are an independent and fee-based financial services firm focusing on financial planning and the management of investments. Our firm, headquartered in downtown Houston, Texas, advises clients throughout North America.

We are not owned or financially supported by any insurance company, bank, brokerage firm or other financial institution. Therefore, our client recommendations are not influenced by proprietary products.

Our goal is to be your trusted financial advisor coordinating all of your financial decisions. Our clients include individuals, families, retirees, trusts, charities and privately held businesses. As independent financial planners, we work for you. We utilize a fee-based consultative approach with advice that is personal, objective, competent, and confidential. Our advice is delivered in a manner that is personal, objective, competent, ethical and confidential.

Learn more

Our Process

We create strategies that are tailored to your needs and goals.

Learn more

Our History

Years of experience have prepared us to guide you through your life transitions.

Learn more

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Learn more

Understanding Today's Financial Environment

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

Learn more

Your Financial Future

Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends. 

Whether you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions. 

Learn more

"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."

Robert Fogel

Have a Question?

Thank you! Oops!