The Houston office provides financial wisdom based on biblical principles to clients across the wealth spectrum in these key areas:
- Fee–only financial and estate planning
- Investment analysis and management
- Philanthropic counsel
- Tax preparation and business consulting
- Retirement plan services
- Wealth transfer planning
Texas native and Managing Director of the office, Randy Schroeder, moved to Atlanta to work with the firm with a view towards eventually opening a Texas branch office. The Houston office opened in 1994 when Randy and his family moved back to Houston to provide a local presence to the growing client base.
The Houston office draws from a wealth of experience and is comprised of a staff that is ready to help you set financial goals, and turn those goals into realities by pursuing a comprehensive and strategic financial plan.
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