About the FinGroup Team
The FinGroup Team, based in Houston, has been providing comprehensive wealth management services to clients across the United States for nearly three decades. Our team’s mission is to help our clients achieve and maintain financial independence, unaffected by the unexpected! We aim to serve you with comprehensive investment management, financial planning, and tax services*, whether you’re a doctor, dentist, corporate executive, entrepreneur, single or dual wage-earning household, raising a family, widowed, or divorced. We aim to deeply understand our clients’ lives, understanding their short and long-term goals and objectives, focusing on financial planning, investment management, tax planning and compliance, and family office services. Our team is here to assist you with your wealth management goals, from retirement planning to college education planning to wealth transfer and tax planning. Let us know how we can help!
*Tax preparation services offered through Wealth Enhancement Tax & Consulting Services, LLC, a wholly owned subsidiary of Wealth Enhancement Group® Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®.
Advisors, Team Leaders, and Specialists
Resources from our team
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Team locations
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Barron’s - Top Mega RIA Firms 2024
Forbes - Top RIA Firms 2024
USA Today - Best Financial Advisory Firms 2025
CERTIFIED FINANCIAL PLANNERS (CFP®)
CERTIFIED PUBLIC ACCOUNTANTS (CPA)
JURIS DOCTOR (JD)
LOCAL OFFICES
USA Today: Awarded 4/23/25 for the five-year period ending January 2025. Barron’s: Awarded 9/16/24 for the period of 6/30/23 - 6/30/24. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24.