OUR
DIFFERENCE
We deliver more than just investment advice. We want to be involved in every financial matter. Our fiduciary advisors work with our team of CPAs to bring your financial life under one roof.
READ MOREIn 1981, Paul Barber opened the first Edward Jones office in Nacogdoches, Texas. Little did he know the impact he and our family would have on thousands of families in East Texas and around the country. We’re proud of our legacy of delivering excellence to clients and are committed to continuing that pursuit for the next 40 years and beyond.
God. Family. Country. These are our family’s values. Unfortunately, these beliefs are under attack and becoming all too uncommon in Corporate America today. In order to preserve and protect our values and 40 years of heritage, we made the move to independence in 2023.
As a fee-only, independent, registered investment advisor (RIA), we are able to advise on a breadth of topics without constraints from technology or capacity limitations. By leveraging cutting-edge technology and recruiting like-minded advisors to share in the work, we’re focused on making a positive difference in the lives of countless families for years to come.
OUR
OUR
STRATEGY
We don't have any proprietary products to sell you or a crystal ball to predict the markets. Our people are our secret sauce. We partner with you to continually refine and optimize your strategy as your life unfolds.
READ MORECLIENT FAQs
Our business is rooted in Christian family values and has developed a reputation for exceeding our clients’ expectations. Recently, it became clear to us that a significant change was necessary to preserve our business’s legacy and reputation for excellence. That change was to create our own RIA (Registered Investment Advisor) firm.
We take a holistic approach to your wealth which is why we want to be involved in every matter that your money touches –not just your portfolio. You need an advocate that understands how one decision affects another and how every decision impacts the big picture of your financial success and peace of mind. We call this comprehensive approach to wealth management, Holistic Planning.
Holistic Planning uses the custodial services of BNY Mellon Pershing. Pershing is an industry leader in clearing and custody services with over $2.0 trillion in global client assets representing seven million investor accounts worldwide. Pershing is owned by BNY Mellon, which is the longest-standing bank surpassing 235 years. With over $41 trillion in assets under custody, BNY Mellon is the largest custodian in the world by a significant margin. Pershing provides clearing and custody services in 65 global markets, with execution services in over 60 markets globally, facilitating the trading and conversion of 50 currencies.
We offer the full suite of wealth management services including retirement planning, investment management, education planning, charitable giving strategies, insurance planning, and strategic tax and estate planning.
We are a “fee-only” firm which means we do not make commissions on any products and always recommend the lowest-cost product that fits your need. We serve our clients as full-time fiduciaries and our only mandate is that you get the best advice and service for your specific situation.
