About Yellowstone Advisors

Yellowstone Wealth Advisors is a Houston-based financial planning, advising, investment management, and registered investment advisory (RIA) firm. We provide psychologically-informed financial advising primarily for entrepreneurs, academics, physicians, business owners, and other busy professionals. Our founder has held many of those occupations, and understands the challenges and opportunities with busy professional careers. 

We are a fiduciary, which means we hold our client’s best interests at heart in all decisions we make. We also realize that people are not always rational and logical in how we think, spend, and invest, and we tend to be led by our feelings and other biases. Using behavioral techniques, we help you better understand your own behaviors and tendencies, so that we can align risk, investment philosophies, and saving patterns accordingly. We are highly differentiated from the masses of financial advisors. 

We are among the less than 1% of all financial advisors who are licensed, certified, hold a PhD in business, and deeply understand both behavioral finance and economics. 

We are a fiduciary. As a fiduciary to our clients, your goals and needs are our first priority. We only offer fee-only services, and do not receive any bonuses or commissions from others. We specialize in holistic, client-centered financial planning for retirement, education, estates, and other life goals. We do not sell specific insurance or investment products, and our investment advice will be focused on long-term diversified portfolios of mutual funds from a variety of investment companies, based solely on the client’s preferences and goals. We will provide clients with comprehensive financial planning outlined by financial planning standards, which includes everything from running a business, to planning for your child's education, to preparing for eventual retirement or estates.