Financial Planners in Houston

“I've been working with Baker Wealth Strategies for a few years now. I have found that they have been thorough in their exploration of my goals and have offered very sound advice in developing a strategy that moves me toward my goals, minimizes my taxes and manages my risk. They take the time to answer my questions and provide clarifications when I need them. Theya re a key professional partner who I rely on to manage my financial goals.“

“Had a form come in the mail and I reached out to them . They called me back with information on how to fix the problem . Never tried to sell me anything and also told me I could save tons of money doing it myself . Refreshing thanks a lot !“

“Financial Advisory Group has handled our personal & business accounts for 20+ years. We have moved several times across the country for work related reasons. (I am an accountant & my wife is a physician) There have been many contracts that needed to be reviewed, several business ventures to examine, trusts and wills to develop and my 1st step is always to have Financial Advisory Group review all of these life changing opportunities. Having this company on our side in life has given us a peace of mind in this crazy world. We do not worry about the future. We know that this company will help direct us with our best interests in mind.“