Financial Advisor Near Me
A Different Kind of Financial Advisor in Houston
Totus Wealth Management is a leading Houston-based firm specializing in financial planning. We are an independent firm, giving us the freedom to remain objective when recommending investment vehicles within a plan and to better customize your solutions to meet your unique needs and goals. Totus, offers comprehensive, collaborative, and independent advising services backed by decades of service experience. Our personalized approach helps to ensure you can reach your financial goals in any life stage.
Why Work with a Top Financial Advisor and Firm in Houston?
Through our relationship with Cetera, we have the connections, resources and total network to provide comprehensive guidance to every client. Strategic partnerships help to enhance our knowledge and improve the financial planning experience for our clients. Specifically, our partnerships with premier broker-dealer, Cetera Advisors, and securities services provider, Pershing LLC, give us access to cutting-edge technology, industry insights, and robust resources.
Our office is located in Houston, Texas at 701 North Post Oak Rd, Suite 320, allowing us to truly understand the local market and its specific challenges and opportunities. If you ever find yourself asking “is there a financial advisor near me,” we are accessible and ready to provide financial guidance to individuals in Houston and the surrounding areas.
A Financial Advisor Near You in Houston, Texas
Our team and affiliated advisors are proud to possess a wide variety of credentials that set Totus apart from other wealth management and financial planning firms in Houston, Texas. These credentials and certifications include:
- Certified Financial Planner™ (CFP®)
- Certified Public Accountant (CPA)
- Chartered Financial Consultant (ChFC®)
- Chartered Life Underwriter (CLU®)
- Chartered Retirement Planning Counselor (CRPC)
- Life Underwriter Training Council Fellow (LUTCF)
- Life and Annuity Certified Professional (LACP)
- Certified Long-Term Care (CLTC)
- Accredited Asset Management Specialist (AAMS)
- Accredited Wealth Management Advisor (AWMA)
- Accredited Portfolio Management Advisor (APMA)
At Totus Wealth Management, you can easily find an experienced financial advisor near you in Houston and the surrounding areas.
Develop a Personalized Plan with a Financial Advisor at Totus Wealth Management
If you are interested in professional retirement planning and guidance built around the totality of your financial portfolio and your personal retirement goals, call the Totus Wealth Management Houston office at 832.220.3602, or request a consultation online.