A STORY 40 YEARS
IN THE MAKING

The Wealth Management Industry Is Broken. We Set Out To Fix It.

OUR STORY

In 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
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.

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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.

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READY TO GET STARTED?

You’ll have a chance to to visit with one of our dedicated team members to discuss your questions, concerns, and goals.

If you would prefer a phone conversation.
Call (936) 800-0800

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