Financial Advisors in The Woodlands, Texas (Montgomery County)

Marc Schindler, BA, CFP
Pivot Point Advisors openly embraces innovation, but at the same time, typifies traditional values of honesty, transparency and mutual trust that come with a personal relationship and deep understanding of its clients' needs. Investors find in Pivot Point Advisors a partner who matches highly analytical reasoning with a personal touch, to provide the key ingredients for long-term success; rational decisions and disciplined implementation using robust investment strategies. With the right acumen, paired with its proprietary tools, this is a firm perfectly positioned to embrace not merely the economic climate of today, but also the financial horizon of tomorrow, working hard for clients every step of the way.
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My role is to advise my client as to their best course of action. I am not compensated for selling investments or insurance. During an inital consultation you can explain what you are looking for and we will determine the extent of our relationship. We begin by completing a sophisticated, customized, and thorough personal profile. We will establish a written method, reviewed annually in person, which will direct our quarterly portfolio analysis.... See More

.RESIDENT OF WESTON LAKES/FULSHEAR

I am a Baylor MBA graduate as well as a CERTIFIED FINANCIAL PLANNER™ practitioner with over 25 years of experience in helping families and small business meet and exceed their financial goals.

Houston Financial Center - Associate
CERTIFIED FINANCIAL PLANNER™ License 01268 issued 1984
MBA, Baylor University, 1979
BS in Finance from Illinois State University in 1976
Texas Life and Health Insurance Agent
Texas Life and Health Insurance Counselor
IAR, Investment Advisory Representative, Symphonic Financial Advisors

As an associate of the Houston Financial Center, I am committed to maintaining standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
In all our professional relationships, we pledge ourselves to the following rule of ethical conduct:

"We shall, in the light of all conditions surrounding those we serve, which we shall make every conscientious effort to ascertain and understand, render that service which, in the same circumstances, we would apply to ourselves.”

Resident of Weston Lakes, Texas

Volunteer in local area dog rescue organizations

Active Member and Wrangler of the Fulshear Area Chamber of Commerce

Former Junior Achievement advisor, former Board Member Houston Jaycees

Investment Advisory Services offered through Symphonic Financial Advisors. Insurance offered through Symphonic Insurance. Securities offered through Symphonic Securities, Member FINRA/SIPC, 400 Park Avenue, New York, NY 10022.

Certified Financial Board of Standards owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® in the U.S.... See More

Jonathan Chapman, CFP, MBA
WJ Interests, LLC has provided Fee-Only financial advice to individuals, families and businesses since 1996. We do not sell products or receive commissions from any source. Simply put, our goal is to provide advice that is in your best interest, based on your financial needs and goals. When you succeed, we succeed. Please visit our website at www.wjwealth.com.
Going from civil engineering to financial planning doesn't seem like a typical progression, but in retrospect, it makes perfect sense. When Bill Jameson and his son, Jared, founded WJ Interests, they not only brought with them years of disciplined project management and client service experience, they brought a unique discipline.
We apply the same research-driven and technology-intensive approach in civil engineering to understanding investment markets and money managers. We are proud to have distinguished ourselves as one of Houston's most respected wealth management firms.
We've structured our business to provide financial planning and investment management advice that is in our client's best interest, not ours. We are selling our advice, not a product. This translates directly to a unique level of trust between our clients and us, which has been the mortar of our success. In addition, we've carefully managed our growth to ensure clients get the individual attention they deserve. We individually review each client's investment portfolio on a regular basis and at least annually, we update each client's financial plan.
We're proud of what we've built-our company and our reputation. But more importantly, we're proud of our relationships and of the long-term financial success we've brought to our clients.
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My objective is simple: I will focus on understanding your unique values, personal situation and financial needs in order to deliver tailored strategies to you. Our office will help you track your goals and communicate regularly to deliver timely information. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy, so you have more options when you retire, regardless of what you decide to do.

I began my career with Edward Jones in 2012 in Sugar Land, TX. I hold the professional designations of AAMS® and CRPC®, which help further my ability to work through complex situations. I have served as a trainer to new financial advisors in our firm and am part of our regional leadership team serving as the culture of compliance leader.

My branch office administrator, Nancy King, has twenty five years of experience and is dedicated to providing you with the highest level of personalized service available in our industry.

We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet your unique goals and needs.

Outside of work, I enjoy attending my children's baseball games, theatre plays, teaching guitar to my oldest and traveling.... See More

With the current economic environment & more than 17 years of industry experience, many investors have found our team’s confidential no obligation risk audit, second opinion, & recovery strategy review extremely useful.

WHY WORK WITH US:
I started at Edward Jones 2003 after graduating from Texas A&M University & in 2008 I became a limited partner with the firm.

Since then, I have hired an outstanding, motivated, detail oriented, customer minded branch team, Megan McCoy & Melanie Goodwin.

Our mission in life, is to help affluent investors continue, maintain, & improve their hard earned standard of living for the rest of their life & pass that legacy on to their family.

WHAT WE DO:
We focus on professional financial strategies for affluent business owners, executives, entrepreneurs, families, & individuals.

We work as a financial quarterback, partnering & working in tandem with other professionals including CPAs, estate planning attorneys, & life insurance specialists. Our team can help determine the most appropriate financial strategy for you, your family, & your business.

We use an established process to gain a detailed understanding of your values & goals.

Together we can put a plan in place including but not limited to…
--Retirement Savings Strategies
--Selling Your Business
--Receiving an Inheritance
--Saving for the Dream Vacation Home
--College Savings Plans for Kids or Grandkids
--Long Term Care for Later in Life
--Life Insurance to Plan for the Unexpected
--Charitable Giving
--Leaving a Legacy

WORK WITH US TO:
--Develop, implement, & monitor a comprehensive wealth strategy.
--Make smarter decisions in today's uncertain political, economic, & social environment.
--Obtain a confidential no obligation second opinion, risk audit, & recovery strategy from a seasoned financial advisor.

CALL TO ACTION:
Let’s connect & schedule a confidential no obligation deep dive into your finances today.



http://www.edwardjones.com/brice-milliorn

COMMUNITY INVOLVEMENT:
I am a widely recognized leader in the local Brenham community, having served 6 years on the Washington County Chamber of Commerce Board of Directors, including a year as chairman of the board. I have also served for 14 years in the Blue Blazers Club, including 4 of those years as president. I am currently a member & past President of the Washington County Rotary Club, volunteer at Camp for All, & currently sit on their Camp Friends Board.... See More

We are dedicated to developing lasting relationships with all of our clients. We believe in helping you find the right product and solution whether it is a fixed annuity, a life insurance policy or an individual or group healthcare plan. Maybe you are rolling over a prior company's 401k Plan, preparing for a child going to college, or making sure your business has the proper retirement and succession plan. Whatever the financial situation, we are here to help you!... See More

Christine Nutt, CFP, MBA