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It's Time to Think Differently about Your Money

We stay focused on market trends, so you don't have to.

<a href="" data-mce-href="">Kevin McCoy II, CFP&#174;</a>

Kevin McCoy II, CFP®




Kevin is a native Houstonian who brings 22 years of experience as a Wealth Adviser into every client relationship. He attended Southwest Texas State University and earned a degree in Finance in 2002. 

Where You Are

Where You Are

We create financial strategies tailored to your goals.

Where You Want To Be

Where You Want To Be

Years of experience have prepared us to guide you through life's transitions.

How You Get There

How You Get There

We believe values matter, and we live by ours every day.

Client Centered

We help take the mystery out of preparing for today and tomorrow. Our clients are capable of managing their own finances but would rather work with an experienced professional.  Whether you are investing to build wealth as you advance through your professional career, provide income for you and your spouse, or preserve your hard earned life savings, our personalized service focuses on your needs, wants, and long-term goals.

Whether you're in the growth and accumulation phase or transitioning to the income and distribution phase, we will help you design a plan for your exact stage in life.

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Still Unsure? We Can Help.

Thank you!