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TRADITIONS WEALTH ADVISORS
  • Home
  • About
    • Our Team
    • What is a certified financial planner?
    • About our flexible fee system
    • What We Do
  • Services
    • Wealth Management & Financial Planning
    • Investment Planning
    • Spirit Fiduciary Partners
    • Retirement & Estate Planning for Texas A&M University employees
  • Current Clients
  • Internship Opportunities
  • Blog
  • Newsletters
  • Contact

Working For You

Celebrating more than 30 years of superior service to our clients providing peace of
mind by accomplishing their financial planning life goals.
Start Now

Welcome to Traditions Wealth Advisors

Celebrating 35-45-65 years!
(35 years as a financial planner, 45 years married, and our CEO is 65 years old)
​​Traditions Wealth Advisors (TWA) is an Aggie owned and operated holistic financial planning and wealth management firm located in College Station, Texas. True to their Aggie roots, the wealth management team is guided by their strong values and loyalty to their clients by always putting their clients’ needs first.

Unlike many of its competitors, Traditions Wealth Advisors is an independent fee-only firm. For 30 years, TWA has and will continue to act as a fiduciary. What is a fiduciary? It means always doing what is the ultimate best for the client -- the highest standard of ethics in the industry.

With over 70 years of combined experience, TWA is the only independent registered investment advisor in Bryan/College Station that is 100% Aggie owned and operated.

Our wealth management team provides comprehensive wealth management and financial planning for high net worth individuals and businesses. We specialize in Retirement, Estate, and Investment & Business Planning.

Let our team work for you. Call 979-694-9100 or
email [email protected]


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TRADITIONS WEALTH ADVISORS
2700 Earl Rudder Frwy South, Ste. 2600
College Station, TX 77845
OUR SERVICES
- Wealth Management & Financial Planning
- Investment Planning
- Spirit Fiduciary Partners
- Retirement & Estate Planning for Texas A&M University employees

VISIT OUR BLOG:  Stay current with industry news and tips.
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  • Home
  • About
    • Our Team
    • What is a certified financial planner?
    • About our flexible fee system
    • What We Do
  • Services
    • Wealth Management & Financial Planning
    • Investment Planning
    • Spirit Fiduciary Partners
    • Retirement & Estate Planning for Texas A&M University employees
  • Current Clients
  • Internship Opportunities
  • Blog
  • Newsletters
  • Contact