Briaud enables you to focus on the better things
in life and worry less about money
Your Trusted Partner for All of Life's Stages.
We offer comprehensive advisory and investment services to high net worth families and individuals across the United States. With a special emphasis on meeting the unique needs of professors and other higher ed professionals, small business owners and families with special needs, our guiding principle is to put our clients’ interests first.
Working with Briaud
Client-Centric
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.
Personalized Service
Effective wealth management requires a bespoke approach not possible in a high volume business. Our approach focuses on meeting clients where they are, with no prescribed formula.
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.
