Financial Advisors in Anderson, Texas (Grimes County)

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

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

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

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

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

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

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.
... See More