Founded by Andrew M. Smith, Proprietor Wealth Management is a Texas-based independent advisory firm that operates on a fee-only basis, acting as a fiduciary for its clients. The firm specializes in providing comprehensive financial planning, investment management, and retirement planning services tailored primarily to business owners and individuals. Its core mission is to offer objective, conflict-free advice to help clients navigate their financial journey and achieve their long-term goals.

Founded in

United States