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Reinventing Wealth Management

Fiduciary Financial Advisors Developing Unique Comprehensive Financial Planning 

Solutions For Houston, Texas and Beyond

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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 wealth management services to individuals, families and businesses alike.

Expectations When Working with Our Best 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)

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