top of page

Working For Your Financial Future

Celebrating more than 35 years of excellent service.

Our Story

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.

Group Picture of Brien. Matalyn, Laurie

Accredited Fiduciary CFP®

Traditions Wealth Advisors

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 Advisors gold and maroon star icon

Traditions Wealth Insights

Contact us

bottom of page