why presidio
Why Presidio Financial?
We built Presidio Financial to be an independent, fiduciary Investment Advisor.
This model allows us to advise and coach in the best interest of our clients. Additionally, we take pride in these characteristics:
1
Fiduciary Standard
We are legally and ethically required to consider our clients’ best interests and nothing else when offering financial advice. This is the standard that our clients deserve.
2
completely objective advice
Many larger firms recruit an army of advisors and train them to sell their in-house financial products. As an independent registered investment advisor we are not incentivized to push any company’s products on our clients.
3
two core values: integrity and knowledge
Our objective is to create a long term tradition of caring for our clients with love, honesty, and transparency. Additionally, we continually refine our craft to maintain the highest standard of knowledge. We believe abiding by these two ingredients ensures our firm’s success.
4
feeling that you received more value than you paid
The small financial decisions we make today have huge implications on our future. We will bring you strategies that have the potential to save you much more in taxes and opportunity cost.
5
education and coaching
Necessary to achieve real peace of mind, empowerment, and purpose in your financial life.
HAVE QUESTIONS? SCHEDULE A TIME TO SPEAK WITH ONE OF OUR COACHES
Schedule a complimentary, introductory meeting to get acquainted with us.
Presidio Financial is a registered investment advisor in Texas and Louisiana.
5850 San Felipe Suite 500 Houston, TX 77057
711 W Bay Area Blvd Suite 272 Webster, TX 77598