Financial advisors in The Woodlands

Your financial planning needs are unique. Our team will go deeper to understand your mindset and what shapes your view on money. Acting as an advisor in your corner, we'll build a strategy with your values, priorities and beliefs at the center.


1450 Lake Robbins Drive, Ste 400

The Woodlands, TX 77380


M - F: 8am - 5pm

Sat and Sun: Closed


Meet our advisors

Stephen Bauer, CFP®

Head of Office

Reid Guthrie, CFP®

Wealth Advisor

Scott Key

Wealth Advisor

Ready to start a conversation? We’re here to listen.

Tell us about yourself at no cost or obligation.

  • An introduction to an advisor
  • A personal conversation
  • Your questions answered

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