Office Locations: Houston

Houston Office

952 Echo Lane, Suite 190
Houston, TX 77024

Phone: 713.465.2900
Fax: 713.465.2905

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.

View All Locations View Houston Advisors

  • Money is often a source of anxiety in people’s lives. My goal is to help each client achieve peace of mind regarding their financial decisions. This is accomplished by helping them apply the biblical principles of finances to their unique situations.

    George Andrews

    Managing Director

    Orange County, CA

  • We cannot control the events of life, just our response to those events.

    Bob Stoddard

    Managing Director

    Montgomery, AL

  • Through the development and execution of a client-focused financial and investment plan, my goal is to help clients live a life of purpose and experience financial peace of mind.

    Susan Alexander

    Personal Financial Advisor

    Charlotte, NC

  • Helping clients take action, bringing peace of mind, and leading them to becoming financially free is what drives our team.

    Greg Gilbert

    Sr. Financial Advisor

    Atlanta, GA

  • Our clients value our team approach where they can come to our firm and have the full financial picture understood and taken care of all in one place.

    Lori Davis

    Partner

    Orange County, CA

  • The quality of a person’s life is largely the consequence of his own choices. Many people do not experience the life that they could because they are ill-equipped to make wise decisions.

    Alan Wallace

    Sr. Financial Advisor

    Montgomery, AL

  • It's important to us to understand our clients’ hearts. They are not just a client or a number, many of them really become like family and friends.

    Barb Senum

    Sr. Financial Advisor

    Phoenix, AZ

  • It does not matter how much or how little you have, everyone deserves to receive good advice

    Jamey Gibson

    Personal Financial Advisor

    Atlanta, GA

  • One of the things I love about this firm is that we have an unwavering commitment to the clients and to the people who serve them.

    Brian Shepler

    Chief Financial Officer, EVP Client Services

    Atlanta, GA

  • Money never made a man happy yet, nor will it. The more a man has, the more he wants. Instead of filling a vacuum, it makes one. - Benjamin Franklin

    Charles Terry

    Financial Advisor

    Charlotte, NC