Post Oak Private Wealth Advisors

A financial planner will be able to connect all of the financial dots in order to provide you with an overall plan to meet your financial goals. He or she should have training and experience in all kinds of financial products and financial aspects of your life – equities, bonds, insurance, taxes, and estate planning – in order to make the right recommendations for your personal situation. A financial planner can also save you thousands of dollars in tax deductions and find higher-yielding investment products at little or no extra risk.

The fees will vary depending on the education and experience level of the financial planner, and how the fees are assessed. In general, a financial planner will charge based on one of two ways: commission or fee-only. If the planner charges based on commission, the amount will usually be a percentage of each transaction or assets under management. If the compensation structure is fee-only, he or she will typically charge an hourly rate or will quote a specified fee for the services provided.

Yes, we do.

From the very beginning we have served individuals, affluent families, and institutions who want a firm to guide them to and through specialized risk managed investing, retirement planning and beyond to their legacy and heirs. Our clients include: Senior Executives, Managing Partners, Principals and Business Owners, Medical and Legal Professionals, Women Inheriting Wealth or Facing Divorce, Widowhood or Life Transitions, Multi-Generational, High-Net-Worth Families, Corporate Employees Nearing or in Retirement Mid-Tier institutional Investors. Those who choose Post Oak are seeking the advantage of our uncommon expertise. We work with people who want unbiased and transparent financial advice provided to them on a fee-only fiduciary basis. Our clients know and trust our expertise and that we put their best financial interests ahead of absolutely everything else.

When you call or meet with Post Oak Private Wealth Advisors, first you will notice that you are treated with respect, courtesy and responsiveness. We are rated as one of the nation’s premiere wealth management firms for many reasons, not the least of which is how we treat our clients. The advice we give you is the same we give our family members or take ourselves for our own portfolio. We use the words “transparency, simplicity and value” because they’re words we believe in. We deliver to you the highest level of expertise wrapped in an easy-to-work-with package. We stay in touch. We call you. We respond to you quickly. And we provide ongoing information and communications in the form of market commentaries, white papers, blog posts and social media. We exist to serve you—and share our passion for money management and the exclusive methodologies we’ve developed and refined. In an environment that is increasingly more fragmented and impersonal, our mission is to deliver extremely personal and distinctive service. We are here for you, your children, your parents and your extended family members. You deserve our full attention, and we work alongside you throughout the years. You come first.

There’s a reason we’re often featured in the media and have a reputation for financial expertise. We have a deep understanding of the financial services industry from a money management, regulatory and an industry perspective. But more importantly, we provide our clients with the exact same advice and service we give to our families and closest friends. We are considered a top advisory firm, not because the media trusts us, but because our clients have placed their trust in us, and we continue to earn their trust every day. Managing your wealth is a task we take very seriously, and we know what it means to you and your family…the fulfillment of your dreams, securing your family’s legacy and creating the retirement you envision.