Financial Advisors in Anderson, Texas (Grimes County)

Sarah Buenger, CFP

Christine Nutt, CFP, MBA

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

MPG is a leading Financial Advisor Recruiter, Financial Headhunter and Financial Recruiter in Houston, Dallas, Fort Worth, Oklahoma City, and Surrounding Areas. Our Financial Advisor Recruiter help you uncover what’s most important to you in Houston, Dallas, Fort Worth and Oklahoma City. Contact Us Today For Your Financial Employment Needs!... See More

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

.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

(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

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.
... 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

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

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

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

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

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.

... 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