Advising Investors Since 1974

We are a comprehensive financial services and wealth management firm that commits our energies, intellect and knowledge to attaining the financial objectives of our clients. We develop, customize and implement disciplined plans designed to grow and conserve your wealth. You may reach us via email at, by phone at 817-341-7283 or toll-free (800) 445-7380 or stop by our offices ‘On the Square’ in Downtown Weatherford, Texas.

Our Business is people and their financial well-being.

Choosing the right investments is just as important as avoiding the pitfalls of the wrong investments. We guide you through this process, and strive to help you select investments that are prudent, fair, suitable and a reflection of your needs and goals. Remaining responsive to the needs of our clients in a financial environment characterized by constant change is our continual duty.

Products & Services

  • Investments
  • Financial Planning
  • Insurance