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Oaks Wealth Management, Houston Fee-Only Financial Advisor

Financial Planning | Advice | Financial Therapy

Oaks Wealth Management office

We are a financial planning and asset management company that provides financial advice centered around the unique money story of our clients.

Our advice is grounded in the foundation of financial therapy and stems from working to understand and improve our client's thoughts, emotions, and behaviors surrounding money.

Advice Tailored to Your Story





Loss of Partner

Money Story
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Get in touch

How can we help you meet your financial wellness goals today? Let's start the conversation.

Additional Resources


1225 N. Loop W Fwy. # 825

Houston, TX 77008

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