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Faith Based

Purpose Centered

Wealth Management

OUR EXPERTISE

 

Our Structure

Our firm is structured to best serve our clients:

Fiduciary Standard: We put our client's best interest first.

Fee-Only: We do not earn commissions or any form of compensation beyond that which is agreed upon & disclosed to our clients.

Independent: As an Independent Registered Investment Advisory firm we provide unbiased advice and are not beholden to any financial institution.

We Lead with Planning

We design a custom financial plan for each client based on their core values and goals. Their plan provides the context for which all investment and financial decisions should be made.

Integrated Advice

Our Integrated Advice combines Nobel Prize winning Academic and Behavioral financial theories, with timeless Biblical principles to offer what we believe is the best and most comprehensive approach to managing your wealth.

Our Founder is one of the few people in the country that holds both the CFA and CFP® designations.

CFP® Certified Financial Planner

CFA® Chartered Financial Analyst

Dave Ramsey SmartVestor Pro

 

Our ExPerience

Over the past 20 years our Founder has helped hundreds of families meet their financial goals.

Financial advisors nationwide have entrusted him to manage hundreds of millions of dollars of their clients assets.

Large financial institutions have entrusted his judgement to provide recommendations that affected financial advisors and their clients nationwide.

 
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CONTACT US

Our Locations
Beaumont, TX
Victoria, TX
Conroe, TX
Lake Charles, LA
 

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