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

  • 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

  • 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

  • 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

  • The opportunity to have someone come alongside you and help make decisions and have a rhythm to your decision making has been transformative in my own life.

    Dan Grover

    Sr. Financial Advisor

    Charlotte, NC

  • 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

  • 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

  • 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

    Financial Advisor

    Seattle, WA

  • 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

  • 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

  • It is a great privilege for me to serve clients to help them gain peace of mind by using their God-given resources to accomplish their God-given goals. I am passionate about providing counsel that allows clients to make better decisions and live with a strong sense of intentionality.

    John Miley

    Sr. Financial Advisor

    Indianapolis, IN