We are an independent, fee-only Registered Investment Advisor consultancy located in College Station, Texas. As wealth managers, we look at our clients’ entire financial picture, not just their investable assets, in order to develop and implement an inspiring vision of their financial future and a realistic strategy to achieve it. All of this we accomplish through our research, experience, and unparalleled attention to relationship and service. Our passion is to help others. As investment advisors committed to education, we encourage you to call with ANY questions of a financial nature. Because the only fee that we charge is based on a percentage of assets under our management, discussions are not just free – they are encouraged!
