Locations · Houston, TX

Serving the
greater Houston area.

From our Sugar Land headquarters, we serve Christian families, business owners, ministers, and churches across the Houston metro, in person where it helps and virtually where it does not.

Houston is a city of builders: energy and medicine, small businesses and large ones, and one of the most active faith communities in the country. A lot of the people driving it carry a quiet tension, though. They are doing well, they want their money to reflect their faith, and they have never had an advisor who would start that conversation. That is the gap we exist to close.

We work with clients throughout the metro, including communities like Sugar Land, Katy, The Woodlands, Pearland, Cypress, Missouri City, and the Memorial area. Because we are a CPA firm and a financial planner under one team, your tax plan and your investment plan finally agree with each other, and the whole picture is held in one place.