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Reinventing Wealth Management

Developing Unique Financial Planning Solutions

For Houston, Texas and Beyond

Get to Know Us

Our Financial Advisor's Focus On What Really Matters

At Robare & Jones, we take care of planning your future so you can spend less time worrying and more time doing what you love. For over 40 years, many of our CERTIFIED FINANCIAL PLANNER® (CFP®) Financial Advisors have been helping clients manage their finances and reach their retirement goals. As an independent firm based in Houston, Texas, we offer a full range of financial planning and asset management services to individuals, families and businesses alike.

Expectations When Working with Our Best Financial Advisors

Dedicated Partnership

Founded and developed with consistent performance and unwavering integrity and trust in mind, our success as asset managers depends on maintaining successful relationships with our clients.

Commitment to Education

We provide personal contact, market updates and Quarterly Investment Forums as a few ways to help you confidently enjoy retirement without the fear of unexpected surprises.

Independent Allies

With a foundation of integrity, we recommend only the strategies and products that best meet your needs. As an independent firm, we work directly with you, keeping your interests at the forefront of our work with Fee-Based Management.

Finanacial Advisor COVID-19 Update:

Robare and Jones is still working hard through this pandemic for our clients. As we go through 2021, we continue to work daily together in our office and meet with our clients in-person here in Houston. We have also rolled out a number of resources like Zoom to continue meeting virtually with our clients from anywhere. Financial Planning is our passion, so we won't let a pandemic stop us from meeting with our clients. Feel free to contact us to book a meeting with any questions you may have, and check out this video of ways that we continue to interact with our client base.

Solutions For Your  Financial Planning From Houston, Texas and Beyond

With fiduciary services address to your individual goals and interests, we’re confident that we can create a financial plan that's right for you. Our firm uses fiduciary standards to create a successful plan that is implemented based on your unique goals. See below the Professional Organizations we're apart of to better serve our clients.

Learn More

Certified Financial Planner (CFP)
Financial Planning Association (FPA)
Certified Investment Management Analyst (CIMA)
Certified Divorce Financial Analyst (CDFA)

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