Best Financial Consulting Courses Houston Near Me

4worldlovers:
If you’re looking for a financial advisor in Houston to help you achieve and maintain financial independence, we are here to help. Our experienced team of professionals with diverse backgrounds takes pride in assisting our clients with their wealth management needs. We deliver customized service in the areas of investment management, financial planning, tax, and family office services.

The Financial Advisory Group offers a wide range of services to help clients achieve and maintain financial independence. This includes financial planning, tax planning, retirement planning, investment management, family office, and pension plan fiduciary services. Most of our clients, both in the Houston area and nationwide, benefit from a mix of these different services tailored to their specific needs. We integrate these services to create an efficient client experience.

We provide these services on a fee-only basis, which means we do not make any commissions or receive referral fees based on the advice we provide. You benefit from a broader array of options and the confidence that we are working in your best interest to help you achieve your financial goals.

4worldlovers: We’re here for you. Trust is a popular word. You hear it frequently in the financial world, but why should you believe it? As fee-only financial advisors, it’s the essence of what we offer to our clients: straight talk and undiluted investment advice based solely on their best interests. We back up this claim with a history of servicing couples and individuals with expertise in customized investment solutions. We’re committed to building your financial future.


Nancy Lopez-Cardenas – Client Services Specialist, Eva Lejidos – Manager, Matt Goff – Founder & Chief Investment Officer, Rick Peterson, CIMA – Financial Advisor, Nick Lyons, CFP – Financial Advisor


At the Goff Financial Group, we provide customized investment management services based on your comfort level with risk and long-term objectives:

Investment recommendations for executive-deferred compensation plans that complement other investment accounts

Here, peace of mind is top of mind. We are committed to making you comfortable with us and our investment strategy. We do this by:

1. Providing full disclosures and reports on our experience, required regulatory filings, and other relevant documents all in writing;

2. Assuring complete transparency in reporting and portfolio management as a fiduciary; and

3. Tailoring investment solutions to suit your unique financial goals and circumstances.

The Goff Financial Group was founded over 25 years ago with one idea: to provide long-term investors with sound, objective financial advice. We’ve never strayed from that proposition. We do not receive any commissions or fees from financial products to reduce potential conflicts of interest between client and advisor. This model allows us to provide trusted advice.

Our valued clients have wholeheartedly embraced our fee-only and fiduciary approach. As of December 31, 2021, the company managed approximately $457,552,800 on a discretionary basis. In addition to the assets we manage, our

Assets under advisement were approximately $13,515,927. To learn more about us, please get in touch with one of our financial advisors at (713) 850-8900.

4worldlovers: We get you to think about money like you’ve never thought about it before


Has rolling up your sleeves, working hard, and building success always been part of your DNA? Then we believe Mercer Advisors is the wealth management firm for you.


Because we’re here to help you keep building on that success. But at the same time, we fundamentally believe there’s a point in life where the wealth-builder in you deserves to become the wealth-enjoyer of all you’ve attained.


Because to us, helping you protect and grow your wealth is about much more than just your investment portfolio


Of course, a well-managed investment portfolio is the cornerstone to building wealth. And we strive to do that exceptionally well.


But if returns are your sole focus, those returns can quickly be offset by what happens in the other parts of your financial life. Like not preparing for major taxable events, having an incomplete estate plan, a retirement plan that’s on autopilot, or a less than ideal business succession strategy.


So, unlike most firms, we have expertise across financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more. With specialists across each of these areas communicating with each other about you, and with you.


Put simply, we help oversee and connect all the dots of your financial life.


They’re here to help you connect all your financial dots


Since 2006, David has supported financial clients in many capacities, helping them build unified wealth plans to realize their goals. At Mercer Advisors, he serves on the Insurance Committee, is a member of the Ascend Group, and advises high-net-worth clients. Prior to joining Mercer Advisors, David was a co-owner at Republic Wealth Advisors, where he was also a portfolio manager and chief compliance officer. David attended The University of Texas at Austin, graduating with a bachelor of business administration in finance with honors, and is currently earning an MBA at Rice University. He also serves on the national board of directors for the Jewish National Fund USA. David lives in Houston with his wife and three daughters, and he enjoys vacationing on the slopes of Colorado's mountains.

Gary joined Kanaly in 1998 and has more than twenty-eight years of service in trust administration, investment management, and wealth advisory services. Before joining Kanaly, Gary worked as a Personal Trust Officer at Hancock Bank of Louisiana and Premier Bank (now Chase Bank) in Baton Rouge, Louisiana. Gary earned a Bachelor of Science degree in Management and Administration from Louisiana State University. He later completed the Texas Bankers Association Regional Trust School at Southern Methodist University and the Cannon Trust School. Gary is a member of the Financial Planning Association (FPA) and the Institute of Certified Bankers, and he is a member of the Board of Directors of the Houston Estate and Financial Forum (HEFF). In his personal time, Gary watches and participates in sports and is interested in travel, reading, and gardening.


Laura joined Kanaly Trust in 2005 and has over twenty-six years of financial advisory experience. Laura has knowledge around the many complexities that come with building, maintaining and passing wealth to future generations. She is also a member of the American Bankers Association and the Institute for Certified Bankers. As an active member of the community, she was a court-appointed guardian ad litem through the Child Advocates Organization for three years. She holds a Cannon Wealth Management Certificate and is a graduate of the American Bankers Association National Trust School. Laura graduated with a degree in International Business from Sam Houston State University. Laura loves to spend quality time with her husband and two daughters.


Drew joined Mercer Advisors through the Kanaly Trust acquisition where he was the chairman and CEO. He joined Kanaly in 1983 and has more than 35 years of experience in trust and investments. Drew specializes in investment management, charitable trusts, and family limited partnerships. He earned his BBA in Finance from the University of Houston. Drew is a member of the Mercer Advisors Investment Committee.

4worldlovers: Big changes can happen in your life at any time, so you have to think carefully about financial decisions that may affect your future. Planning now could help make the difference between just getting by and living comfortably down the road.

Help secure a more comfortable future with solid planning today. Protecting your wealth involves taking advantage of a diverse array of financial solutions tailored to your long-term needs.

Using a collaborative approach and comprehensive financial planning process, we can help you articulate, visualize, and prioritize short and long-term goals.


Secure your financial future with Strategic Financial Group – Your trusted partner for wealth management and investment strategies.

Our firm is designed to serve the many communities that make up the very fabric of this city. Our teams specialize in a variety of areas – from individual and business planning, to special needs planning, wealth management and risk management strategies.

4worldlovers: Let Linscomb & Williams’ Wealth Advisors help build and manage your wealth to mitigate your financial risks.

Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor or by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings and recognition are based on information prepared and submitted by the advisor. No fee was paid for consideration of Barron’s RIA Firms 2022 Top 100 ranking. Please refer to Important Disclosures for a more thorough disclosure of the criteria used in making these rankings.

Linscomb & Williams ("L&W") is a Securities and Exchange Commission ("SEC") registered investment adviser. We are a fee-only, investment advice fiduciary financial planning and investment management firm headquartered in Houston, Texas and serving investors nationwide. We have over 50 years of experience aimed at helping families build, preserve, and manage wealth.

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Linscomb & Williams' website and its associated links offer news, commentary, and generalized research, not personalized investment advice. Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy. Investment Advisory Services offered through Linscomb & Williams, a Registered Investment Adviser with the U.S. Securities & Exchange Commission. Registration does not imply a certain level of skill or training.

4worldlovers: While financial goals aren’t achieved overnight, the right process and financial advisor can help.


Ownership gives our team a sense of pride and creates a shared commitment to make Edward Jones better every day.


Investors who work with a financial advisor feel more financially secure.

How can we help you today?Review Edward Jones fees and pricingExplore retirement optionsExplore Edward Jones products and servicesReview market news

While headlines around the collapse of the dollar emerge every so often, an outright demise of the dollar does not seem credible for three key reasons.

Read our views on key market and economic developments to help you make decisions affecting your financial strategy.

4worldlovers:
At Trisperity Advisors, we are your home for financial planning in Western Houston! Our firm, conveniently located in Katy, TX, puts your interests first and is completely dedicated to helping you meet your financial goals. With a Certified Financial Planner (CFP) on-staff, our clients benefit from our knowledge of the best strategies and investment options to help save for retirement, plan their estate, grow wealth, or provide considerations for their corporate 401(k) programs. Our team of investment advisers and tax planners in Katy is here to support your success. Get in touch with us today to schedule your consultation.

Trisperity Advisors is a completely independent investment advisory firm and is one of the few firms that offers financial planning from a Certified Financial Planner in the Western Houston area! Because we are NOT associated with one particular bank, insurance company or brokerage firm, we have the flexibility to match our clients' unique financial needs with the very best investment solutions! Our individual and business services include:

When you enlist our Katy financial firm to help you enjoy better financial health, you are given a truly personalized financial plan tailored to your current financial situation and geared toward your individual or corporate financial goals.

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 the best fit for 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 the investment options available in plain terms, so that our clients can make informed decisions about their financial futures.

As a full-service financial planning and investment advisory firm, Trisperity Advisors offers a complete set of services for individuals and businesses. To learn more about our services, browse our website and call us to discuss your individual needs.

Please call us today — we’ll be happy to offer you a free consultation. Thanks for visiting!

Learn more about our Financial Planning & Investment Advisory firm in Katy, TX...

4worldlovers:
At Chilton Capital Management, we’re committed to providing unparalleled service and dedication to our individual clients and institutions. We're here to help you manage your wealth according to your highly individualized goals and challenges. As partners in your financial journey, we can help you determine where you are, where you want to be, and how you can get there, complete with expert advice, outstanding performance, and peace of mind along the way.

With a team of seasoned professionals boasting decades of experience, Chilton is committed to combining traditional methods of security analysis and risk management with our innovative in-house investment strategies across a variety of asset classes to bring you consistent returns. Our advisers use these strategies and a deep knowledge of best financial practices to help clients build their wealth in a tax efficient manner. Ultimately, it is our clients, their family, and their stories, that drive us to deliver the best possible service and results.

From investment advice to asset management, wealth management services consider your unique needs and financial situation to develop a comprehensive strategy to increase your wealth. We work closely with our clients to update goals, review new developments and opportunities, and rebalance your portfolio to keep you on track.

Financial planning helps you make the best use of your money to achieve your long-term financial goals, such as sending your kids to college, enjoying your retirement, or leaving a secure legacy for your family. Through our financial planning services, we seek to provide our clients with peace of mind, confidence, and clarity on their path to financial success.

From wealth management to financial planning services, a trust company can serve as a comprehensive trustee to manage assets and oversee the future transfer of assets to beneficiaries. As a fiduciary, trust companies are legally required to act in your best interests at all times, providing a neutral party for the estate.