In the interim, here are some sources you can contact to verify our credibility:
- Certified Financial Planners Board of Standards
- Securities and Exchange Commission
- National Association of Professional Financial Advisors
- Financial Planning Association
Additionally, our firm has been listed as one of the 150 best financial advisors for doctors as reported in the November 3, 2006 issue of Medical Economics magazine; recognized as one of the Top 250 Wealth Advisors in the Oct/Nov 2008 issue of Worth Magazine; 2011, 2012, 2013 and 2014 Houston Five Star Wealth Manager award featured in Texas Monthly Magazine.