Explore Financial Advisors Serving Katy, TX

Holzknecht Umali provides specialized retirement and employee benefits consulting services, focusing on pension plan design, 401(k) administration, and IRS compliance solutions. With expertise dating to 1997 and over four decades of combined experience, we deliver customized retirement programs for businesses through technical consulting and proprietary software systems. Our Houston-based practice collaborates with financial professionals to ensure comprehensive, compliant solutions for clients.

MNM Vested provides fee-only financial planning and tax services in Katy, TX, specializing in retirement, business, and legacy planning. Our Certified Financial Planners help clients achieve financial independence through personalized strategies. We combine expertise in tax preparation, insurance analysis, and cash flow management to deliver unbiased, client-focused solutions.

Equilibria Wealth Management provides fiduciary financial planning and investment advisory services, specializing in customized strategies for retirement, wealth preservation, and targeted portfolio management. Our firm combines deep industry experience with proprietary methodologies to deliver client-centric solutions. We serve individuals nationwide, emphasizing transparency, compliance, and a balanced approach to financial well-being.

McGee Wealth Management provides personalized financial planning and investment management services, specializing in retirement, tax, and estate planning for individuals and professionals. Our fiduciary-driven approach ensures tailored strategies that adapt to clients' changing needs. We serve healthcare workers, oil and gas professionals, and business owners with expertise in risk management and sustainable wealth growth.