Fort Worth, TX Office

The firm provides discretionary asset management, financial planning, and retirement-plan advisory to individuals (including high‑net‑worth clients), as well as to corporations and pension plans. It also continues to operate as a certified public accounting practice, offering tax planning and preparation alongside its advisory services.

The firm typically manages accounts on a discretionary basis and implements strategies using a mix of in‑house management, third‑party platforms (including digital advice and Orion Portfolio Solutions), and selected sub‑advisors; its approach draws on fundamental, technical, charting, and cyclical analysis and includes ongoing monitoring and rebalancing. Financial planning is delivered in an integrated way, with tax considerations explicitly incorporated into investment and estate planning recommendations.

What is distinctive about the firm is its origin and continued operation as a CPA firm—founded in 1987—with the owner maintaining a substantial accounting practice and routinely offering tax services to advisory clients, a structure that is uncommon among peers. The firm also expressly provides both limited 3(21) and full 3(38) ERISA plan services and uses a hybrid model combining delegated managers, institutional platforms, and direct advisory oversight.