Behaviorally-Based Financial Planning and Coaching
Let us help you achieve your financial dreams and goals!
Looking for help in managing your financial complexities?
You've come to the right place. Yellowstone Wealth Advisors is a fee-only, fiduciary financial planning firm that helps professionals and retirees achieve lasting financial peace and freedom.
My approach has always been one of listening first, before providing advice. Once we have the full picture, rest assured you will get a thorough set of evidence-based recommendations in your financial strategy.
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 condition.
Let's get started today!
James Langabeer, PhD, MBA, ChFC®
Hello, I am the Founder and Chief Financial Advisor. I was born in Tokyo Japan in a career military family which moved around a lot! Military 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 awards!
I founded Yellowstone Wealth Advisors in Houston Texas to provide in-person or virtual financial planning, coaching, and "financial therapy" for anybody struggling with money behaviors and decisions. If you need help with your investments, I am licensed to provide services across Texas.
I have been a CEO, software executive, company financial controller, university professor, and strategy consultant during my career, and now focus on building other people's wealth.
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.
As Far as Training...
I am one of the few MBA and PhD-trained financial advisors in the industry. I also hold multiple financial certifications and licenses.
Let's find financial peace together!
Debt is a big limitation on our personal balance sheets, and limits our financial freedom. If you are stuck, let us help.
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.
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.
We are a fiduciary--guaranteed to help take only your best interest at heart. Our firm is successful when you are successful.
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.
Let us know how we can help you build your best financial life. We look forward to hearing from you!
2503 Robinhood Street, Houston, Texas 77005, United States