We help busy people create and maintain wealth
We help busy people create and maintain wealth
Do you worry if you have enough money saved for retirement, or to fund a child's education? We help you find financial peace.
You've come to the right place. Yellowstone Wealth Advisors is an independent, fee-only, fiduciary financial planning firm that helps professionals and retirees achieve lasting financial peace and freedom.
Our approach has always been to listen first before providing advice. Once we have the whole picture, you will get a thorough set of evidence-based recommendations to build and maintain wealth.
As a behaviorally-based financial advisor, I listen and work on the areas related to how your emotions or behaviors might be impacting your financial situation and decisions.
Cash flows during retirement create a lot of uncertainty and anxiety. We help you assess your retirement assets, estimate future cash flows and expenses, and build a solid plan for your financial future.
You are busy. We get it. We help take the guesswork out of financial planning, and help give you the strategic info you need for success.
People always say you can borrow for a new car or college, but you can't borrow for retirement! There are always lots of options. If you need help figuring out what is best for you, we do this for you.
A financial plan is not something only for the ultra-rich. It is a must for anybody wanting to achieve wealth and financial peace. We are a fiduciary--guaranteed to help take only your best interest at heart. Our firm is successful when you are successful.
As we get older, it's natural to get more concerned about our asset allocation and retirement portfolio. As a licensed, registered investment advisor and certified financial advisor, I help you tackle financial and investment planning.
Debt is a big limitation on our personal balance sheet and limits our financial freedom. If you are stuck, or drowning in debt, let us help.
James Langabeer, PhD, MBA, ChFC®
Hello, I am the Founder and Chief Financial Advisor. Welcome! I was born in Tokyo Japan in a career military (U.S. Air Force) family which moved around a lot! Military life plus a CPA father has led me to conservative principles for planning that have served me well on my path to wealth. Today, I am lucky to be one of the leading voices in financial decision-making. I also recently authored an award-winning book, The Quest for Wealth, which has won 2 Silver Medal finance book awards!
So why did I pick Yellowstone Wealth as my firm name? Well, to me Yellowstone Mountains and the National Park represents strength, power, and resilience. The Yellowstone mountain ranges are symbols of permanence and beauty...All features I want to help others achieve with their financial life.
I founded Yellowstone Wealth Advisors in Houston,Texas , to provide financial planning, coaching, investment advising, and even "financial therapy" for anybody struggling with money behaviors and decisions as well as those looking to build and maintain wealth. I work to address both money mindset and behaviors, to help you build and maintain wealth.
Before my role as a financial advisor, I have been a CEO, software executive, company financial controller, management consultant, and university professor. As a Dave Ramsey Master Certified Financial Coach, I am a financial advisor with the heart of a teacher.
My passion is to help people improve the behaviors that lead to faulty choices to help maximize the odds of achieving goals, dreams, and wealth.
We can help with any aspect of your daily or strategic financial matters, including:
We work with you to make money matters strategic, long-term focused, and focused on achieving your goals.
We provide expertise in financial psychology and behavioral finance. We help take the emotions out of money choices using a proven approach.
We're not a big bank, where you are just a number. You, and your goals, are what we specialize in. We are independent, don't accept any commissions or royalties, and are a fiduciary.
Yellowstone Wealth Advisors LLC
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