Yellowstone Wealth Certified Financial Therapist™️

We help leaders build and maintain wealth, and achieve financial well-being.

Yellowstone Wealth Certified Financial Therapist™️

We help leaders build and maintain wealth, and achieve financial well-being.

Does this any of this sound like you? If so we can help!

You aren't sure if you have sufficient retirement savings

You lack the time or energy to figure out what to do and where to do it

Cash flows during retirement can create a lot of uncertainty and anxiety. At Yellowstone, we specialize in helping you assess your retirement assets, estimate future cash flows and expenses, and build a solid plan for your financial future. Our Yellowstone financial team is dedicated to providing you with the best solutions, including guidance from our Yellowwood Wealth experts.

You lack the time or energy to figure out what to do and where to do it

You are busy, and we understand that. At Yellowstone Financial Services, we take the guesswork out of financial planning and provide you with the strategic information you need for success. With Yellowstone Finance and Yellowwood Wealth Solutions, we aim to support your financial goals.

You need financial clarity, guidance and expert, independent advice

You lack the time or energy to figure out what to do and where to do it

You need financial clarity, guidance and expert, independent advice

People often mention that you can borrow for a new car or college, but you can't borrow for retirement! Fortunately, there are numerous options available. If you need assistance in determining what is best for you, Yellowstone Financial Services is here to help. Whether you seek advice from Yellowstone Finance or explore solutions with Yellowwood Wealth Solutions, we provide the guidance you need.

You've never used an advisor and don't know who to trust

You need financial clarity, guidance and expert, independent advice

A financial plan is not just for the ultra-rich; it's essential for anyone aiming to achieve wealth and financial peace. At Yellowstone Financial Services, we are fiduciaries committed to prioritizing your best interests. Our success is directly tied to your success, and we leverage our expertise at Yellowstone Finance to guide you on your financial journey. With Yellowwood Wealth Solutions, you can trust that we will work diligently to help you reach your financial goals.

You think you're running out of time to get started

You've never used an advisor and don't know who to trust

You think you're running out of time to get started

As we get older, it's natural to become more concerned about our asset allocation and retirement portfolio. At Yellowstone Financial, I provide expert guidance in financial and investment planning as a licensed, registered investment advisor and certified financial advisor. With Yellowstone Financial Services, we can navigate your financial future together, ensuring your wealth is managed effectively. Additionally, Yellowwood Wealth Solutions can assist you in optimizing your investment strategies for a secure retirement.

You have too much debt

You've never used an advisor and don't know who to trust

You think you're running out of time to get started

Debt is a significant limitation on our personal balance sheet and restricts our financial freedom. If you find yourself overwhelmed with debt, Yellowstone Finance is here to assist you. Our Yellowstone Financial Services team can help you navigate your financial challenges, while Yellowstone Financial and Yellowwood Wealth Solutions provide the expertise needed to regain your financial stability.

Yellowstone | Strength, Power, Resilience

James Langabeer | Yellowstone Wealth Advisors | Top Financial Advisor and Certified Financial Therapist

Hi, I'm James!

James Langabeer, PhD, MBA, ChFC®, CFT™️

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, financial coaching, investment advising, and "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 this, 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.

The Yellowstone Advantage

Comprehensive and Insightful

Independent and Client-Focused

Comprehensive and Insightful

At Yellowstone Wealth, we look at your whole picture and complete financial situation before making any recommendations. As a fiduciary, our recommendations are designed to help you reduce your financial anxiety, and build long-term wealth.

Numbers, Spreadsheets, Finances and Wealth. Langabeer Quest for Weath

Strategically-Minded

Independent and Client-Focused

Comprehensive and Insightful

At Yellowstone Wealth, we collaborate with you to ensure your money matters are strategic and long-term focused, ultimately aimed at achieving your financial goals. With Yellowstone Financial Services and Yellowwood Wealth, we prioritize your aspirations and work diligently to help you succeed.

Psychologically-based

Independent and Client-Focused

At Yellowstone Wealth, we provide expertise in financial psychology and behavioral finance. Our proven approach helps clients remove emotions from their money choices, ensuring a more rational decision-making process. Trust Yellowstone Finance and Yellowwood Wealth Solutions to guide you through your financial journey.

Independent and Client-Focused

At Yellowstone Wealth, we're not a big bank where you are just a number. Instead, we specialize in helping you and your financial goals. As an independent firm, we don't accept any commissions or royalties, and we operate as a fiduciary. This commitment to you is what sets Yellowstone Wealth apart.

Yellowstone Wealth Certified Financial Therapist™️

Yellowstone Wealth Certified Financial Therapist™️

Let us help you achieve your financial dreams and goals, and build a better financial life.

Insights Featured in

Does this any of this sound like you? If so we can help!

You aren't sure if you have sufficient retirement savings

You lack the time or energy to figure out what to do and where to do it

You lack the time or energy to figure out what to do and where to do it

You lack the time or energy to figure out what to do and where to do it

You lack the time or energy to figure out what to do and where to do it

You lack the time or energy to figure out what to do and where to do it

You need financial clarity, guidance and expert, independent advice

You lack the time or energy to figure out what to do and where to do it

You need financial clarity, guidance and expert, independent advice

You've never used an advisor and don't know who to trust

You've never used an advisor and don't know who to trust

You need financial clarity, guidance and expert, independent advice

You think you're running out of time to get started

You've never used an advisor and don't know who to trust

You think you're running out of time to get started