Your Direction is Unique.
Your job is to dream.
Our job is to work out the details.
WholeHuman Wealth Management
Our WholeHuman approach to Wealth Management is centered around you, and helping you build a life well-lived.
Services
Financial Planning
Understanding where you are and where you want to be involves a some conversations. Having a plan means taking control of your future, and we can help.
Retirement Income
Protecting your retirement income is about more than simply setting up a portfolio allocation. Very often, risk control becomes as important as investment allocation. Understanding what risks you can and cannot afford to take is key to building a sustainable retirement income.
Small Business Solutions
The needs of small business owners are complex, ranging from employee retention strategies, to tax mitigation strategies, and cash management. We help small business owners thrive.
401k Rollovers
After a home, 401(k) accounts are the second-largest asset for most households. Yet, around 1 in 5 people forget to move their 401(k), and — worse yet — amost half completely cash it out when leaving a job, incurring taxes, penalties, and lost future savings. There are options. We can help.
Investment Management
Implementing your financial plan is about first understanding you and your objectives, then we can go about organizing your resources to help you accomplish those objectives.
Values Driven
We believe deeply in our fundamental corporate values.
All employees are required to sign this statement of values as a first act.
We also adhere to high ethical standards and codes of conduct. This is also a required commitment of all employees.
Deep Industry Expertise
Directional Advisors was founded with a deep industry expertise.
Our founder has been called “a sage in the realm of family offices and high-stakes investing,” with almost two decades of experience, dozens of peer-reviewed articles and trade publications, and an industry-leading book, let our knowledge and experience help guide you through all cycles of life and the economy.
Open a Conversation
Want to chat? Let’s have a cup of coffee.
No commitment, no nonsense. Just a chat.
Photo of plant and person by Ron Lach on Pexels.com
Directional Advisors is a registered investment adviser in the state of Texas. This site is published for residents of the United States only. Investment advisor representatives of Directional Advisors may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of the services referenced on this site are available in every state and through every advisor listed. Any links to third-party websites are provided for convenience only. Directional Advisors does not endorse nor support the content of third-party links. Directional Advisors is not responsible for the content of a third-party website. By clicking on a third-party link, you will leave this website where privacy and security policies may differ from those practiced by Directional Advisors.
