A Retirement Planning and Investment Management Firm

Houston, TX

Who We Are
What We Do

A team of professionals dedicated to your success

Provide unparalleled service in the financial planning arena

What Makes us Different

Our process and our team make us unique among our peers

 

Our Process:

Income in Stages, Money to Last™

How Safe and Secure are Your Investments?

Learn how SEI Private Trust Company, our Custodian, can provide an additional level of security to your investment portfolio.  A level of security that goes above and beyond what is typically offered by a brokerage firm or bank.

OFFERING YOU UNIQUE SOLUTIONS FOR YOUR UNIQUE FINANCIAL SITUATIONS 

What is a Fiduciary? Simply put, we act in YOUR best interests, 24/7. There will be no hidden fees, no hidden conflicts of interest, and our CFP® professionals will always keep you apprised of what course of action is best for YOU. 

Conveniently Located
Conveniently Located
Fee Only Services
Fiduciary

Meet The Team

Dick Grbac, CFP®

President

Suzi Grbac

Vice President

Jeremy Joiner, CFP®

Sr. Wealth Advisor

 

Emily Wellings, CFP®

Financial Planner

Pam Hext

Director of First Impressions

Michael Wellings

Director of Communications 

Founded in 1985, there isn't anything Strategic Advisory Services, LLC hasn't faced. We hope to earn the right to do business with you.

- Retirement Planning

- Investment Management

- College Funding Planning

- Financial Literacy Webinars

- Personalized Financial Plans

10333 Richmond Ave. Suite 720

Houston, TX 77042

© 2020 Strategic Advisory Services, LLC

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