Traditions Wealth Advisors

Working For Your Financial Future

Celebrating more than 35 years of excellent service.

Best Financial Planner

The Eagle's 2026

Readers' Choice Award

Fee-Only Financial Planning in College Station

Traditions Wealth Advisors is an Aggie-owned, independent, fee-only wealth management firm based in College Station, Texas. For 35 years, the firm has served as a fiduciary, prioritizing clients’ best interests and maintaining the highest ethical standards.

With over 70 years of combined experience, TWA is the only 100% Aggie-owned independent registered investment advisor in Bryan-College Station, providing comprehensive financial planning and wealth management services focused on retirement, estate, investment, and business planning for high-net-worth individuals and businesses.

Our Team

Accredited Fiduciary CFP®

Works for the Client

Fee-Only

Highest Standard of Ethics

Financial Advisor

Our Competitor

Works for the Firm

Salary Based Income

Unknown Credentials

“With more than 40 years in the financial services business, I am committed to a higher standard of financial advise.”

Brien L Smith, CFP®

Traditions Wealth Insights

Medicare Open Enrollment Is Coming Up

If you are currently enrolled in Medicare, October 15 through December 7 is a good time to take another look at your coverage for the coming year. Changes made during Open Enrollment generally take effect January 1. It can be easy to stick with the same plan year after year, especially if everything has been working well. But Medicare plans can change, and your healthcare needs may change, too. Taking a little time to review your coverage can help you avoid unexpected costs o

Matalyn Trimble

Sep 22 min read

Jackson Hole Economic Symposium - Kevin Warsh

Inflation Is Not Getting Better The Fed's target is 2%. Warsh said inflation is running at 3.7% over the past twelve months, and 4.1% over the past six. That ordering matters. When the recent six-month number is higher than the full-year number, prices have been speeding up lately, not cooling off. It is the opposite of what the market wanted to hear. He also dismissed the good inflation reports from June and July. Those reports had convinced many investors the Fed was finish

Diego Carranco/Brien L. Smith CFP®

Aug 303 min read

Jackson Hole – Economic Policy Symposium

What Is It? The Jackson Hole Economic Policy Symposium is a three-day academic conference hosted by the Federal Reserve Bank of Kansas City at a lodge in Wyoming. It is not an FOMC (Federal Open Market Committee – which are the meetings that set interest rates). No policy is formally set there. This year’s dates are August 27-29. Each year the KC Fed picks a theme and commissions academic papers on relevant topics. This year’s theme is, “Financial Innovation: Implications for

Diego Carranco/Brien L. Smith CFP®

Aug 264 min read

Working For Your Financial Future

Fee-Only Financial Planning in College Station

Accredited Fiduciary CFP®