Robare & Jones has been helping clients manage their finances and reach their retirement goals for over 30 years. Our independent, Houston-based firm offers a full range of financial planning and asset management services to individuals, families, and businesses.
Our client retention rate is 97% over a 10-year rolling time period. Founded and built on consistent performance and unwavering integrity and trust, our success as asset managers depends upon maintaining successful relationships with our clients over the long haul.
Personal contact, phone calls, conference calls, market updates, and Quarterly Investment Forums are some of the ways we help our clients confidently enjoy retirement without the fear of unwanted surprises.
Robare & Jones is founded on integrity. As independent advisors planners, we propose only the strategies and products that best meet our clients’ needs. Our compensation is primarily a fee-based formula that directly ties our success to your success, rather than to sales commissions. As an independent firm, we answer directly to our clients, not to a parent company.
Our Advisors are dedicated, client focused and have advanced degrees or certifications like Certified Financial Planners. Robare & Jones oversees in excess of $350 million in client assets. Together with our team of support staff, we provide our clients with expert guidance and responsive communication in all aspects of financial planning and asset management.
Meet Our Team
Independent Financial Guidance
for Over 30 Years
Sometimes, mental shortcuts are helpful. Other times they are not. When it comes to investing, seasonal shortcuts are not uncommon. In fact, January boasts two: The January … Read More
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