Midland Odessa Financial Advisor & Investment Management
Convenient Locations Nationwide
Our Midland office is located at:
We serve the West Texas area including the Midland Odessa, Snyder, San Angelo, Big Spring, Abilene, and Lubbock areas from our convenient Midland office located in the Graham Building.
The Midland office is located downtown on North Marienfeld and just a short drive to Centennial park and the Bush Convention Center, Petroleum Museum, Museum of the Southwest, Wagner Noël Performing Arts Center, shopping, and dining and has easy access from I-20.
Financial Planning Simplified
The Midland office has the resources and flexibility to provide you with a custom tailored personal financial planning and investment management solution for today, tomorrow and generations to come. You’ll experience the 3P Approach©, a proprietary planning process that ensures we create a financial plan that reflects your retirement goals and which grows with you as your life evolves.
Team of Professionals
Our Midland office is backed by some of the brightest minds in wealth management with specialists in investment management, retirement planning, risk management, tax reduction planning, estate planning, debt and cash flow analysis, education planning, and philanthropy. While there are virtually unlimited planning options, our professionals ensure our process puts the various pieces of your financial life together so you can live more and worry less.
More Than Just Financial Planning
We value giving back to the communities in which we live, work, and play. Through our GWA Gives© program, we actively engage with the community through a variety of volunteer and philanthropic activities. These are some of the nonprofit organizations we support.
This giving philosophy also extends to educating the public about the various financial strategies they can use at any stage of their financial life. To accomplish this, we publish a monthly newsletter, blog, informational videos, and a podcast that people can use whether they are just starting out or nearing retirement.Back To Blog