Principled Guidance and Financial Independence
We offer a blend of professional financial guidance with a commitment to our values like faith, family, and trust, focusing on guiding you toward financial independence.
Who We Are
The foundation of our practice was established by Jim Stanford over thirty years ago, fueled by a passion to serve individuals as they navigate the complex processes of financial planning and investment management. Our team today embodies shared values of integrity, faith, and dedication, all aimed at helping clients achieve their goals.
Variety of Services
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Investment Management
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Retirement Plans
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Estate Planning
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Financial Planning
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Tax-Efficient Investment Strategies
Who We Serve
We cater to a diverse clientele, including business owners, aviation professionals, medical professionals, and others, in Texas and beyond. Our team is adept at understanding and addressing the financial situations as unique as the clients we help.
Individuals & Families
We’re here to embrace the diversity of your professional and personal life, offering financial guidance that resonates with your specific circumstances.
Business Owners
Entrepreneurs and individuals who manage their businesses, often requiring assistance with financial planning, investment strategies, and succession planning for their enterprises.
Aviation Professionals
Those in the aviation industry who have distinctive financial and retirement planning needs due to their career nature and income structures.
Medical Professionals
Including doctors, nurses, and other healthcare professionals who often need specialized financial planning because of factors like student loans, irregular income patterns, and specific retirement planning requirements.
About &Partners
We are proudly partnered with &Partners, a wealth management firm with industry-leading technology, a flexible investment platform and premium service for the sole purpose of helping you realize your financial goals. &Partners is built on the premise that every client has a unique story and distinct financial needs—from wealth building to legacy planning.
