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

  • I love being a financial servant, helping others plan, manage, and give away the money they steward.

    Thomas Talbott

    Financial Advisor

    Baltimore, MD

  • 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. Private Wealth Advisor

    Montgomery, AL

  • My first meeting with a client is sitting down and asking the question, 'What's most important to you?' because it's about legacy not numbers.

    Sherry Teat

    Private Wealth Advisor

    Charlotte, NC

  • We live in a complex world and a major part of our role is to help simplify the world for our clients.

    Erik Daniels

    Executive Vice President

    Atlanta, GA

  • I`ve been with the firm over 14 years. The vision of the firm is so powerful and I`ve seen the results in the lives of our clients.

    Carol Jackovich

    Financial Advisor

    Atlanta, GA

  • We tie everything back to our clients’ goals, quantify their financial goals, and then help to make sure they are doing the right things with their money to help them achieve those goals.

    Jim Wise

    Managing Director

    Orlando, FL

  • I love our firm’s deep commitment to biblical financial management – helping our clients discover and apply the timeless principles of stewardship, wisdom and generosity found in the Bible.  Truth never changes, and applying it consistently and faithfully can lead to financial freedom and peace of mind.

    Ed McCahill

    Private Wealth Advisor

    Seattle, WA

  • Everyone needs a financial advisor. We are living in a world where more and more information is available and what's missing is the filter to process that information.

    Joe Helms

    Managing Director

    Seattle, WA

  • 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

  • The principal focus of a great financial planning and investment management strategy is to buy time: time to make lasting investments in family and friends, and time to pursue your life`s passions.

    Roby Kotcamp

    Sr. Private Wealth Advisor

    Phoenix, AZ