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Looking To Improve Your Finances?

At Trisperity Advisors, we know what it takes to serve as a successful Certified Financial Planner (CFP) for our clients – and those happen to be our areas of focus: human compassion, problem-solving and a passion for working with numbers. For firm founder and CFP, Craig Narum, his interest in the financial realm has been a long-time pursuit. He and his team are dedicated to serving clients and allowing them to meet personal and business-related financial goals.  

Your Independent Investment Advisory Firm in Katy

More and more individuals are associating independent firms with increased objectivity about their financial affairs. As trusted professionals who do not owe allegiance to any outside companies, we are truly interested in meeting your goals and finding out what works best for your needs. Our dedication to serving clients is demonstrated in helping them construct a financial Roadmap and serving as their investment advisors. With experienced financial planning, and investment management services, our team works to make sure you are able to support the life you’ve envisioned for yourself and your family. 

Serving Individuals and Businesses

Trisperity Advisors is also happy to serve business clients who operate in the oil and gas industry, as well as other energy companies, among many others. We know that employee retention is important for an employer so they invite us to provide workshops or lunch 'n learn sessions on financial topics that employees find useful. This is usually seen as a benefit by an employee and it helps companies that provide a 401k plan or other savings plans with their fiduciary duties as a plan sponsor. We also work with individuals to determine ideal investment management strategies through customized personal financial planning. In addition to serving as your CFP, our Katy advisory firm is also licensed as a Registered Investment Advisor (RIA). We are held to the highest standard of client care in the industry, known as fiduciary, and have the ability to partner with a CPA who works in-office to ensure you have access to comprehensive services whenever the need arises.

We pride ourselves on being accessible and responsive to all clients. If you are seeking answers to an urgent question, we make sure we are available to provide the assurance needed to make smart financial decisions. All work on client accounts is performed by a CFP and is not delegated to junior employees, compared to what you may experience at larger corporations. 

Welcoming New Clients – Contact us for a Consultation!

If you’re interested in financial planning services and investment strategy, contact Trisperity Advisors today. All new cases are taken up in office or online meetings by our skilled and diverse team, to ensure the best strategy to meet your needs, whether that’s retirement planning, sending kids to college, or setting up a sound investment plan.  We look forward to earning your business!

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