Fiduciary advisors in Sugar Land, TX

Sugar Land, Texas

Harwoo Consulting is an investment advisory firm in Sugar Land, Texas. Services include Estate Planning. The office is open daily.

Sugar Land, Texas

Independent RIA

Kings Path Wealth Advisors is an independent, fee-only registered investment advisor based in Sugar Land, Texas, serving families, businesses, and foundations with financial planning and fiduciary investment management. The firm offers services including retirement planning, estate design, tax-efficient strategies, business transition guidance, and portfolio management, with a stated approach centered on aligning wealth decisions with client values and long-term objectives. The firm manages approximately $1.6 billion in assets for over 150 client families and organizations.

Sugar Land, Texas

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Sugar Land, Texas. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.

Sugar Land, Texas

Sweetwater Financial Advisors, LLC, based in Sugar Land, Texas, offers financial planning and investment management services to individuals and families, with particular focus on retirement planning. The firm employs a diversified investment approach and serves professionals, executives, and families through personalized planning. D. Bryan Teel, a CFP® since 2004 with over 20 years of planning experience, and Mark Snelling, an investment advisor with 30+ years in the field, founded the firm in 2001 and oversee a team that has managed client portfolios exceeding $200 million.

Sugar Land, Texas

The Noble Group is a financial planning firm in Sugar Land, Texas that provides wealth management services to families and individuals. The firm employs a structured four-step planning process that begins with understanding clients' financial goals and circumstances across eight key areas—including employment, real estate, investments, insurance, and estate planning—before creating and implementing a personalized financial plan. The team focuses on asset preservation, tax planning, cash flow management, education debt, and business valuation, with ongoing monitoring and plan adjustments to reflect changes in clients' situations. The firm has access to trust services through LPL Financial affiliates.