Founded in 1996, Stavis & Cohen Financial, LLC is a Houston-based registered investment adviser (RIA) dedicated to providing personalized wealth management and financial planning. The firm operates on a fee-only basis, emphasizing its role as a fiduciary to act in the best interests of its clients. Their services encompass investment management, retirement planning, estate planning, and risk management, tailored to a clientele of affluent individuals, families, and foundations.

Founded in

United States