Broker Check

What Makes Us Different

We understand your needs and have the specialized expertise to create the right financial strategies for you.

Our senior leadership team includes a former law enforcement officer and a retired firefighter, and our extensive background in public service gives us a deep understanding of the public retirement systems of Texas. Departments and associations across the state have recognized our expertise and frequently invite us to make educational presentations at their member meetings. Moreover, most of our new clients come to us as referrals from our own satisfied clients and colleagues who recognize the difference our strategies have made in their financial well-being.

We have decades of experience helping clients like you protect their financial future.

We have successfully managed our clients’ financial assets in a wide variety of market environments. We understand how to build financial strategies that stand the test of time while remaining flexible enough to adapt to changing conditions. We follow a disciplined investing process that prioritizes risk management and focuses on limiting losses during severe market drawdowns.

We stay abreast of the financial industry through advanced professional education and training.

Financial markets are constantly in flux, and the rules regarding pension plans and taxes change every year. We are deeply committed to staying abreast of the latest trends and regulatory changes in our industry and continually update our knowledge through specialized training and professional education courses.

We are an independent firm and fully client focused.

As an independent financial services firm, we aren’t limited to proprietary products, services, or sales quotas. We believe that this independent perspective allows us to focus entirely on finding the absolute best solutions for our clients and their unique financial circumstances. We never make recommendations until we are confident that we completely understand your goals and have identified the best course to help you reach them.

We are fiduciaries, and that makes a big difference. Our clients’ interests come first. Period.

Since the day our firm was founded, we have relentlessly pursued the standard that everything we do must be in the client’s best interests. Not just to a level of suitability, but to finding the very best solutions for the client. No exceptions. That is rule number one, and there is no compromising on that basic tenet. Also, the Series 65 Investment Advisor Representative license under which we operate assures that we always maintain that very high standard. And most importantly, we make the solemn promise to deliver that same exceptional level of service to you on a daily basis should you decide to join the Alexander Financial family of clients.

Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A page 4, for additional information.