Concierge Legacy Advisors is an independent, fee-only Registered Investment Advisor (RIA) based in Houston, Texas. The firm operates under a fiduciary standard, meaning they are legally obligated to act in their clients' best interests. They specialize in providing holistic wealth management solutions for successful executives, business owners, and their families, focusing on financial planning, investment management, estate planning, and retirement strategies to help clients build and preserve their legacy.

Founded in

United States