Welcome to Traditions Wealth Advisors
Celebrating 35-45-65 years!
(35 years as a CFP®, 45 years in business, and our CEO is 65 years old)
(35 years as a CFP®, 45 years in business, 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.
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.
