About Us
What We Do
Forging A
Path Together
At Magnolia Wealth, we redefine traditional financial services, providing comprehensive solutions to clients in the Houston region and beyond. As your steadfast partners on the path to financial success, we specialize in Tax Smart Retirement planning and offer a holistic approach to wealth management. Our suite of services includes Tax Planning, Investment Management, and Retirement Planning, tailored to your unique needs and goals. Experience the Magnolia Wealth difference and embark on a journey towards financial security and prosperity.
Andrew Huber, EA, RICP®, AIF®
Founder and President
Retirement Income Certified Professional (RICP®):
As a Retirement Income Certified Professional (RICP®), I am equipped with specialized knowledge in crafting comprehensive retirement income strategies. This designation empowers me to address the unique challenges and opportunities retirees face, ensuring that your retirement years are financially secure and fulfilling. With the RICP designation, I am dedicated to optimizing your retirement income, minimizing tax burdens, and providing peace of mind as you transition into this new phase of life.
Accredited Investment Fiduciary (AIF®):
Through my Accredited Investment Fiduciary (AIF®) designation, I uphold the highest standards of fiduciary responsibility. This designation signifies my commitment to always act in your best interests, placing your financial well-being above all else. As an AIF, I adhere to a rigorous code of ethics and employ prudent investment strategies to help you achieve your long-term financial goals. With a focus on transparency, integrity, and expertise, I strive to ensure that your investments are aligned with your objectives and risk tolerance, providing you with confidence and peace of mind.
Enrolled Agent (EA):
With my Enrolled Agent (EA) designation, I bring a comprehensive understanding of tax law and regulations to the table. As an EA, I am authorized to represent taxpayers before the IRS and possess the expertise to navigate complex tax matters effectively. This designation allows me to develop Tax Smart Retirement planning strategies tailored to your unique financial situation, maximizing tax efficiency and minimizing liabilities. Whether it's optimizing deductions, implementing tax-saving strategies, or ensuring compliance with tax laws, my goal as an EA is to help you keep more of your hard-earned money and achieve your financial objectives with confidence.
Together, these designations enable me to offer holistic financial advice that empowers clients to achieve their long-term financial goals with confidence and peace of mind.