Experienced Guidance With a Servant’s Heart

Comprehensive financial planning in the Houston, Texas, area.

Unwavering Standards

The Magnolia team is driven by honesty and a desire to serve others. Working with us means you’ll get fairness, transparency, education and financial planning held to the fiduciary standard. We listen first, always act in your best interest and strive to earn your trust every day.

Meet Our Team Experience the Difference

The Magnolia Method

Our three-step process gives you a chance to share your dreams and helps us learn how to best serve you.

15-Minute Introduction Call

This is where we get to know one another. You share your goals, and we learn your situation. Then we work together to find out if we can reduce your tax burden and create a stronger retirement outlook for you.

Think It Over

Explore our analysis and decide if our approach is the best choice for your needs.

Continued Support

If you choose to work with us, we’ll be with you for the long run, providing support and updates when your situation changes.

Schedule Your Call Now

Specialized Planning for Oil & Gas Workers

Working in the oil and gas industry poses unique challenges and opportunities for your financial plan. You face special tax circumstances, pensions, income fluctuation and important insurance decisions, just to name a few.

Your hard work fuels our country. Let us help you fuel a dream retirement.

How We Help

We bring together multiple services to provide a well-rounded approach to retirement planning.

Financial Planning
Small Business Strategies
Risk Analysis
Insurance
Retirement Strategies
Social Security
Tax Efficiency
Investment Management
Estate Planning

Find Out More

Client Testimonials

"Very professional, prompt on reaching back to you, very knowledgeable and trustworthy on helping you get were you need to be in the present and future" - Keil C.

"I learned more in a 1 hour meeting, then I did in 5 years with my previous financial advisor." - John J.

"Ive been working with Andrew for over 5 years. He is always available when needed. He explains info in detail so I can understand the different financial options." - Danielle L.

"My advisor at Magnolia Wealth is very educated in his role. He stays current on everything involved in our portfolio and reacts promptly." - Marcus S.

"Andrew and his team have been professional and provided a path to financial success/goals for retirement." - Kyleen B.

"Andrew and staff are courteous, knowledgeable, and give me peace of mind when I talk to them about what my money is going to look like in retirement! I have never felt confident in being able to be comfortable in my latter years until speaking with Andrew and his team at Magnolia Wealth!" - Michael D.

"Andrew and his team have been very attentive. He has helped me establish and realize plans that are all emcompassing; taxes, estate planning, and other important aspects that compliment excellent investment advice." - Thomas L.

"Andrew is great about touching base each year to see if goals have changed." - Tracy B.

"Magnolia Wealth is awesome!" - Dwayne D.

"The team at Magnolia Wealth have always handled our needs in a respectful/professional manner." - Alfred G.

"I've been with Magnolia Wealth almost three years and I still have to pinch myself that I signed up with the perfect investment company. It took me many years to save my money and Magnolia Wealth goes above and beyond to investment it very well. They also provide excellent communications, customer services, honesty, and integrity. Frequently, I receive important market updates and information, and other things I need to know, to secure my future and protect my assets short and long term. The office atmosphere is welcoming and excels with feedback and information. They take great steps to maintain privacy and security. I feel like family. Thank you Magnolia Wealth, you were my first choice and my last. God bless you all! " - Joan M.

Client testimonials were solicited and are non-representative of all Magnolia Wealth clients. The client testimonials are representative of the client’s experience; however, the performance and experience will be unique and individual to each client. Past performance is not indicative of future results, and investors may realize losses on investments, including loss of principal. The client was not provided any form of monetary or non-monetary compensation for providing a testimonial regarding our services.

Upcoming Seminars

Insights and tools for today’s retirees

Check back for upcoming events