facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

FINANCIAL CLARITY,

LASTING CONFIDENCE.


Life doesn’t wait — and neither should your finances. NO MATTER THE STAGE, PARTNER WITH a team that listens first, plans thoughtfully, and builds around what matters to you.


Get started

400

Trusted Partnerships

160+ years

of Industry Experience

5

Fiduciary Financial Advisors

An easy watch, get updated on markets
Monthly market update

Find out what to do with your 401(k)
Try our retirement calculator

Our advisors give personal advice
Read a quick newsletter

5 Fiduciary financial advisors ready to assist
Contact us

Testimonials

Communication, ease of setting appointments, quarterly luncheons, friendliness of staff and trustworthy financial professionals.

Jacqueline W.

Trust and having someone knowledgeable in my corner.

Christina L.

As a client I feel valued and appreciate all that the staff does to educate us on our financial issues

Suzan B.

A balanced approach to investing and not chasing "what is hot today."

Orazio B.

The knowledge that they bring and that they keep in touch by scheduling regular meetings throughout the year to review my accounts. I appreciate their recommendations when needed, and how they take the time to explain any recommendations and everything pertaining to my accounts. They are very responsive and easy to contact through email if needed. I have been very pleased with every person that I have spoken to at this firm.

Lisa B.

Honestly, truthfulness and ability to increase client value

Robert H.

Friendly and courteous management team

Benny C.

Integrity, keeping us well informed

David C.

good communication with clients

Gary F.

No pressure approach

Douglas E.

We appreciate the way Robare & Jones staff follows up with us regarding our investments

Douglas D.

Trust, Trust, Trust

Robert D.

Truly great people and knowing my investments are in good hands and knowing that I have access to them when needed

Harold D.

The information shared by the Robare & Jones staff is always very interesting. The comments shared also help to provide an understanding of current economic conditions

William R.

Honesty

Brad T.

The growth of my funds

Thomas M.

Non-compensated client testimonials; may not be representative of all client experiences; no guarantee of future performance or success.

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. As an independent firm based in Houston, Texas, our CERTIFIED FINANCIAL PLANNER® (CFP®) Financial Advisors offer a full range of financial planning and wealth management services to individuals, families and businesses alike. Our core values guide the way we serve our clients, team members and the community. 



Expectations When Working with Our Financial Advisors


Dedicated Partnership

Founded and developed with consistent performance, unwavering integrity, and trust in mind, our success as wealth 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.



Financial Advisor UPDATE:

Robare & Jones will keep you up-to-date on the latest market events here! As we go through these volatile times in markets, we continue to meet with our clients through in-person events, webinars, social media, and a variety of other ways. Check out one of our most recent market updates!
 
While we enjoy seeing everyone in person, we want to ensure we are able to as much content to you no matter where you are. Robare and Jones offers much more current market content, so make sure to go to our YouTube Page and subscribe to follow more.

Solutions For Your  Financial Planning From Houston, Texas and Beyond

With fiduciary financial advisor services, we address your individual goals and interests, we’re confident that we can create a comprehensive 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)

Recent Posts from the Blog

Loading Posts...