Wealth Management


Waterside Wealth Advisors is an independent, fee-only, fiduciary, wealth management firm providing comprehensive biblically-based advice to high net worth individuals and families.

We combine Academic award winning theories, Behavioral financial realities, and timeless Biblical truths into what we call Integrated Advice. We believe this approach is the best to help you achieve what is most important.

Our Credentials:

 CFP ®  Certified Financial Planner

CFA®  Chartered Financial Analyst

We are proud to be a part of the Dave Ramsey SmartVestor Pro network.

Learn More about our Founder


“But blessed is the one who trusts in the Lord, whose confidence is in him. They will be like a tree planted by the water that sends out its roots by the stream. It does not fear when heat comes;
   its leaves are always green. It has no worries in a year of drought and never fails to bear fruit.”  

         Jeremiah 17:7-8

In Whom do you put your Financial Faith?

Biblical Investing




Office Locations
Beaumont, TX
3420 Calder Ave
Victoria, TX
101 W. Goodwin Ave ste. 880
Tyler, TX
110 College Ave ste. 1402

If you would like to learn more please give us a call or send us an email. We will get in touch with you as soon as possible.



CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

© 2023 by Waterside Wealth Advisors