Find a Financial Advisor in Houston, TX


 

If you’re searching for smart, sophisticated financial planning and investment solutions, you’ve come to the right place.
 
Everything a modern investor needs – all under one roof.



Lifestyle2
97%
client loyalty 25,000+ Clients2
30
years in business $26 Billion AUM4
14th Ranked RIA Barron’s1
Best Financial Advisory Firms USA Today8
Best in Class Ethics NBRI9

Meet Your Houston Financial Advisory Team


 

Since 1980, our team of fiduciary financial advisors in Houston has been loyally serving the individuals and families in the greater Houston area. Fazley, Paul, Michael, and Bob understand that navigating the complexities of wealth management requires a tailored approach, which is why they take the time to thoroughly understand your financial situation, needs, and goals.

Visit our Houston financial planners on the West South Loop to experience the difference that comes with working with a fiduciary financial advisor who truly prioritizes your financial well-being.

Bob Frater
Bob Frater Partner Advisor CFP®
Houston, TX Read bio
Fazley Rashid
Fazley Rashid Financial Advisor CFP®
Houston, TX Read bio
Michael Bubel
Michael Bubel Financial Advisor CRPC®
Houston, TX Read bio
Paul Culbertson
Paul Culbertson Financial Advisor CFP®
Houston, TX Read bio
Houston

 

1800 W Loop S
Suite 1980
Houston, TX 77027

Hours:
8am - 5pm, M-F

(713) 629-1534

 

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