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When it comes to choosing a financial advisor, the most important question to ask is, “Are you a CFP® professional?” 

CFP® Certified Financial Planning Professionals

We meet the highest ethical and professional standards in the industry

In the financial industry, anyone can call themself a financial advisor or planner. However, a CFP® certification signifies a highly credentialed fiduciary that has met rigorous education and experience requirements.

Certification requirements that ensure your peace of mind


CFP® professionals must successfully complete a multi-year, multi-step process to obtain the skills and real-life experience they need to serve your best interests, no matter what your financial goals are.


CFP® professionals must master nearly 100 integrated financial planning topics.


CFP® professionals must pass a comprehensive, 170-question, 6 hour exam testing their ability to apply financial planning knowledge in an integrated format.


CFP® professionals must have a minimum of three years experience in the personal financial planning process prior to earning the right to use the CFP® certification marks.


The final step to certification, CFP® professionals agree to abide by a strict code of professional conduct.

We always stay up to date with current changes and developments in the financial planning field

We have a commitment to the CFP Board to expand our knowledge and stay informed through mandatory continuing education.

We have a fiduciary duty to our clients

Fiduciaries are ethically bound to act in your best interest. This commitment means you receive recommendations tailored to your unique financial goals and circumstances, ensuring that your investments, retirement planning, and financial strategies are aligned with your aspirations and risk tolerance.

Start the conversation

Start the conversation with an email to and we will get back to you with a prompt same day response during business hours.

Phone: 281-634-9400



9:00 a.m. – 5:00 p.m.

9:00 a.m. – 3:00 p.m.