Briaud enables you to focus on the better things
in life and worry less about money. Learn How

Working with Briaud

• Client-Centric

  Fiduciary Standard

  We adhere to a true fiduciary standard, meaning we put clients’ interests first in all circumstances. Many calling themselves advisors are in fact salesmen, working on commission to sell insurance or investment products. Since our founding in 1986, we have been “fee-only”, meaning we have never accepted a commission from anybody.

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• Exclusive

  Personalized Service

  In order to maintain our service standards, we limit the number of clients we will serve per CERTIFIED FINANCIAL PLANNER^TM. Effective wealth management requires a bespoke approach not possible in a high volume business. We take the time to focus on all of the details of our clients’ financial lives.

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• Warm

  A Lighter Touch

  Finances do not have to be cold and impersonal. We pride ourselves on a warmer, slower approach. We prefer conversations to PowerPoint lectures. Many clients now expect hugs instead of handshakes. A great business requires a true purpose, and ours is to treat our clients the way we would treat members of our own family or our closest friends.

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