Welcome to Bayou City
As an independent, fiduciary, & fee only firm, we help our clients meet their financial goals while treating them with integrity and managing their assets as we would our own.
Let's work together to create a personalized plan that suits your needs.
In a one-on-one consultation, we'll review your goals and objectives.
Then, we'll draft a Blueprint— a personalized road map that provides relevant advice and information for the solutions you need.
We’ll review your investment
objectives and guidelines with you.
As a fiduciary, you can be sure that we’re always acting in your best interest. Because we’re a fee-only firm, we’re free from sales goals.
Our team has more than 75 years of combined experience in finance and wealth management.
We’ll use that know how to build you a portfolio that strives to meet your goals within your time line and risk tolerance.
We have relationships with Fidelity and Schwab to provide you with transparency and investor protection. Plus, we take the time to keep you informed.
Our technology, personal meetings, and reports will help you track your progress every step of the way.
CFA®, Director of Investments