Find a Financial Advisor in El Paso

Financial Advice That Makes the Complex Simple

Our financial advisor firm in El Paso, Texas, works with families and individuals to help them gain confidence in their financial situation and pursue their goals.

By prioritizing client goals, our team customizes each plan – our mission is to put together all the pieces of the retirement puzzle, so our clients look forward to retirement with anticipation rather than apprehension.

Our team specializes in providing our clients with highly personalized, comprehensive, full-service retirement planning, investment and portfolio management, retirement planning, life insurance and long-term care insurance.

Looking for the Las Cruces, NM location? Click here.



Investment Management

Life Insurance

Retirement Planning


Managing Long-Term Care in Retirement: Family Guide to Preparing for the Physical, Financial and Emotional Impacts of Alzheimer's and Dementia

Managing Long-Term Care in Retirement

Caring for a loved one with dementia can be highly stressful for caregivers and family members. Taking steps now to prepare should a loved one be diagnosed with dementia can go a long way toward reducing anxiety, resulting in more time spent enjoying the precious time you have together.

8 Blunders to Avoid in Retirement

8 Blunders to Avoid in Retirement

For many retirees, this momentous event creates apprehension and fear. But, it doesn’t have to. With the proper planning strategy, you can move toward your future with certainty and excitement.

Investment Process: The Importance of Process in Your Investment Strategy

The Importance of Process in Your Investment Strategy

The investment process is the workhorse behind any sustainable investment strategy. It provides an orderly way to create and maintain a portfolio aligned with specific goals and objectives while seeking to manage investment risk.


From Being Ready for Retirement?

Our Advisors

Tom Chaney

Senior Wealth Advisor