This is, after all, the “Energy Capital of the World.” It’s no surprise then, that many of our clients work in the energy industry. Through the years we’ve gained a wealth of knowledge within oil and gas professions. Whether you’re an executive, engineer, or oil field services worker, we’ve got the experience and expertise to handle all your financial planning and investment related needs.

We combine holistic financial planning and our investment strategy to deliver Total Wealth Management to our clients. Our Certified Financial Planner™ professionals will develop a customized plan to guide you through the maze of today’s financial landscape. And your dedicated financial advisor will always be there to keep you on track.

Of course, no financial plan is complete without the means to grow and manage your assets sufficiently to meet your goals. Our investment team will construct and manage your investment portfolio to ensure your assets provide the future you desire.

We’ve also developed an expertise in energy company retirement plans, such as 401(k)s, pensions, etc.

Here are some of the energy company plans we are familiar with:



Schlumberger logo



Baker Hughes

Phillips 66