Financial Planning Tailored For You

We're an independent wealth practice. This means we're not beholden to specific products or strategies and can speak directly to your unique situation. It also means we're a fiduciary financial advisor to our advisory clients and are legally obligated to put your best interests first (it's just what we'd do anyways). While we're based in East Texas, we work with people on their retirement planning remotely in states where we hold licenses.

Our personalized planning process is truly holistic, covering everything from tax-efficient investing and withdrawal strategies to estate planning, insurance reviews, and purposeful wealth transfer. We provide guidance on all your assets, even those we don't directly manage—like your 401(k), stock options, or your kids' accounts—so every part of your financial life is working together toward your goals.

First, you meet with an advisor to ensure it's the right fit. Next, once your assets are transferred, we begin our Azalea Wealth planning process—diving into everything from income to taxes and investments. In the first few months, we meet and email frequently, then shift to ongoing support with at least two strategy check-ins per year, plus on-demand guidance whenever needed.

We work with people from all walks of life. Most of the people we serve have built portfolios of at least $500,000 and are ready to delegate. We ask to manage all assets that are available for direct management so we can deliver advice that's fully integrated into your financial life. For clients that have less than our minimum but still see the value in our planning process, we charge a planning fee. If your situation involves more complexity, such as multiple business entities, advanced planning, or high net worth estate and tax planning, we may charge additional complexity fees.

Your money is held at LPL Financial, our broker dealer and custodian. Think of it like a secure grocery cart where you own everything inside. The accounts stay in your name, and we act as your advisor with authority to manage the assets on your behalf.

Transferring your investment accounts is simple and secure thanks to the ACAT system, which moves assets "in-kind"—meaning nothing is sold or changed during the transfer. Whether you're moving an IRA or brokerage account, your investments stay exactly the same; the only difference is where you log in. We don't make any changes to your portfolio until you approve a personalized plan built around your goals and tax strategy.

To give you the best advice, we typically manage all assets available for management—ensuring your strategy is cohesive and risk is properly aligned. That said, we're flexible. Our goal isn't control—it's clarity, so you don't have to play financial quarterback on your own.

No long term commitment is required. You can leave any time.

No. While our practice has historically been all in-person meetings in the East Texas area, we are bringing on more clients from farther away that are happy to meet via video conference and phone call.