Financial Advisors in The Woodlands, Texas (Montgomery County)

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Craig Narum, CFP
Since our founding in 2001, Trisperity Advisors has offered fee-only financial planning and investment management conveniently in Katy for the greater West Houston area. Because our Certified Financial Planners do not work on commissions, clients can trust that every recommendation they receive is truly aligned to their needs. Our firm was founded to help individuals, families and businesses protect and grow their financial wealth; we take our commitments to our clients seriously. We spend time fully explaining planning considerations and the investment options available in plain terms, so that our clients can make informed decisions about their financial futures.... See More

Sarah Buenger, CFP

(Michael J. Fitzgerald, CPA/PFS, CFP®, MsTax (Houston, Texas)
Financial Planning & Income Replacement Services, Houston, Texas
He offers a complimentary, no obligation Get Acquainted appointment – which can be conducted over the telephone or in person for coffee, so that you can learn how to replace 100% of your income and retire on your terms.
Financial Planning & Retirement Income, Houston, Texas
www.fitzfp-llc.com
Retirement Planning Houston
Retirement Planning Texas... See More

Heath Hightower, CFP
Financial Synergies is a fee-only Financial Advisor located in Houston, Texas. For more than thirty years we've been serving the financial needs of individuals, families, and businesses from around the world. When we take on new clients they become part of our extended family, and in the past three decades we've developed multi-generational relationships with many of them.
Our primary goal is to simplify your financial life. Our Certified Financial Planner™ professionals and advisors combine investment management and holistic planning to provide total wealth management for our clients. Together, we'll construct a financial game plan and investment strategy to meet your goals, and give you greater confidence in your future.
Financial Synergies Asset Management is formally structured as an independent Registered Investment Advisor, and we adhere to the highest fiduciary standard. Our clients' interests are our top priority. We work on a fee-only basis and do not sell commission-based products. This enables us to be objective and free from conflicts of interest when making recommendations to clients.... See More

Nathan Bowen, CFP
The Financial Advisory Group, Inc. works closely with clients to protect and manage wealth, while helping them achieve their financial goals. We believe your success begins with our people, whose breadth, depth, and experience is our greatest strength. As a collective group of talented professional advisors, we pride ourselves on being highly-skilled, versatile, and adaptive. The Financial Advisory Group, Inc.'s “boutique” size gives us the ability to deliver individualized wealth maximization strategies. We find areas of opportunity, chart new directions, and efficiently make changes. As wealth managers, we constantly monitor and integrate the ever-changing and complex world of investments, financial instruments, estate, gift and income tax rules, risk management, insurance, qualified retirement plans and IRAs with our clients' short-and long-range goals.... See More

Peter Regan, CFP, CLU, MBA
CEP Financial is a team of dedicated professionals (CFP, CPA, CLU, JD) focused on helping you achieve your most important financial goals. Our firm provides Planning, Investment and Project services to help you achieve your hopes and dreams whether its sending your children to the right schools, a comfortable retirement, financial security late in life. Our team has the expertise and integrity to help you achieve these critical goals. Our biggest impact may be the financial peace of mind that comes with the awareness that your interests always come first. We serve Houston and Southeast Texas.... See More

Charles Parker, AEP, BBA, CFP
We are a wealth management firm committed to independent thinking and personalized service oriented toward your success. Wealth management is the integration of financial planning and investment managment into a cohesive strategy. ... See More

Kristofor Behn, BS, CFP

Objective Advice from people who care about the outcome
With roots dating back to 1965, Fieldstone Financial is one of the oldest continuously operating Fee-Only financial planning and investment advisory firms in the United States.
Whether you're looking for an objective opinion about your personal financial situation, are in need of a seasoned professional to participate in your foundation's investment committee, or require something in between, our collaborative team approach enables us to select the right people to fulfill your investment needs.
Because we offer no investment or insurance products and have no hidden agendas, each of the financial strategies we recommend is motivated solely by our interest in helping you achieve the financial goals you establish.

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Michael L. Searcy, ChFC, CLU
Founded in 1979, Ronald Blue & Co. is one of the largest independent fee-only wealth management firms in the United States with more than $7 billion of assets under management, a network of 13 branch offices, serving more than 6,000 clients through five distinct divisions (12/31/13). The firm provides comprehensive financial strategies based on biblical wisdom designed to enrich the lives of clients across the wealth spectrum in these key areas:
Financial, retirement, estate, and trust planning Investment management and solutions Family office services Philanthropic counsel and strategies Business consulting Institutional client services... See More

Gary Busch, CFP, MBA
Busch Financial Planning belongs to the Garrett Planning Network, a network of professional financial advisors dedicated to providing independent, objective financial planning and advice to people from all walks of life, on an hourly as-needed basis. Thus Busch Financial Planning has no minimum income level or net worth in order to become a client. Our services include retirement planning strategies, lump-sum distribution advice, investment portfolio analysis and recommendations, college funding advice, and giving a second opinion on investments and current financial plans.... See More

Only About investing is an informational and educational blog on investments. Two investment professionals, Trevor and Kloos who are well experienced share their combined knowledge in this resourceful blog. Ever hear of Prop Trading? It is an elaborate subject matter that requires both time and sources to gain an understanding about. If you wish to be on the trading floor or deal with trading firms, this is one lesson you need to be very familiar with and Only About investing provides a brief description on what it is and what it can do. Many people stay away from Stock Trading, mainly because they only know a little about tit or they have misconceptions about it. They choose to invest in traditional investments, rather than giving stocks a chance. To know more, visit http://onlyaboutinvesting.com/ and http://onlyaboutinvesting.com/category/stocks/.... See More

MISSION
Through financial education and financial coaching, I aim to:
•Help individuals and families set attainable financial goals.
•Help individuals and families develop a plan to achieve those goals, and put the plan into action.
•Help individuals and families develop responsible financial habits required to build sustainable wealth

SERVICE
•Customized financial education workshops
•Financial plan development and Implementation
•One-on-one financial coaching... See More

Steven Schwartz, CPA/PFS, JD
Mercer Advisors was founded in 1985 and has become one of the largest registered investment advisory firms in the country, with over 200 employees managing more than $11 Billion on behalf of six thousand plus clients from coast to coast. Our three primary services are investment management, financial planning and estate planning. ... See More

Robert Rexford, CFP
Rexford Capital is an independent fee-only investment advisor, actively managing individual investment portfolios containing domestic equity, international equity, and fixed income securities for high net worth individuals, retirement plans and trusts. We typically purchase high quality, dominant companies that are well positioned for long-term, after-tax growth of capital and income. We believe that we can add value by acting as a fiduciary and avoiding the conflicts of interests associated with brokers, banks, and insurance companies, promoting our independence and putting the interests of the client before our own. Our only revenue is the advisory fees our clients pay us.... See More