About Us
An independent Lubbock firm offering clear advice on building and protecting wealth.
Wealth advice with a personal touch
Wealth Advice Guide was founded in Lubbock to make thoughtful, independent wealth advice available to every family. Our advisors help clients invest with discipline, borrow at fair rates, plan for taxes, protect their assets and prepare a lasting legacy.
As an independent firm, we compare products from a broad network of lenders, insurers and investment providers. That means our recommendations are driven by what supports your goals, not by commissions.
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Licensed professionals
Experienced advisors in lending, tax, investing and insurance.
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Transparent pricing
Every fee explained clearly in writing before you begin.
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Local and national
Serving Lubbock, the South Plains, West Texas and clients nationwide.
Client-first advice
Our Mission
To give every client clear, independent advice for building, protecting and passing on their wealth.
Our Vision
To be West Texas's most trusted source of independent wealth advice.
Our Values
Honesty, simplicity and respect, with advice that always puts the client's interests first.
How we work with every client
Discover
We learn about your income, assets, debts, family and the goals that matter most to you.
Design
We build a personalized plan covering investments, borrowing, taxes, insurance and estate needs.
Deliver
We put the plan into action, from opening accounts to arranging loans and coverage.
Develop
We review, rebalance and refine your plan as markets and your life change over time.
Where we can help
Investing
Portfolios and asset allocation
Retirement
401(k), IRA and income plans
Real Estate
Homes and investment property
Taxes
Smart federal tax strategies
Protection
Insurance for every stage
Estate
Wills, trusts and legacy
What our clients say
Wealth Advice Guide built a portfolio that finally matches my goals and my comfort with risk. Their explanations are always clear.
They refinanced our Lubbock home and helped us put the monthly savings toward retirement. A smart plan from start to finish.
With their help we set up our wills, updated our beneficiaries and organized everything in one place. Real peace of mind.
Their tax team showed me how to manage my retirement withdrawals in a more tax-efficient way. Excellent advice.
They compared our home, auto and umbrella coverage and found better protection for less. Honest and thorough.
Patient, knowledgeable and never pushy. I trust Wealth Advice Guide with every part of my financial future.
Get clear, independent advice for your wealth.
Book a free wealth review with a licensed advisor in Lubbock.