Pivot Point Advisors
Is a fee-only financial management firm located southwest of Houston.
We believe in providing unbiased, professional, personable and client-centered service.
We also believe objectivity and discipline are key to successful investing.
So we’ve developed and use an exclusive analytical approach that helps eliminate guesswork
and establish a firm financial foundation for you.
We are fee-only. No commissions — just dependable, objective advice.
We are experts. Our staff includes Certified Financial Planners and Ph.D.’s, offering the best
blend of education and experience. Additionally, Pivot Point is a member of the
National Association of Financial Planner (www.napfa.org).
We are personal. Simply put, what happens to your money affects your life.
We strive to understand your whole financial situation and make sure you understand
what’s happening with your investment. Together, we can make the most of your money.
We are unique. Whether you engage us to manage your stock portfolio, allocate your assets
or develop a comprehensive financial plan, our financial management process follows an
analytical protocol for successful investment decisions. Our strategies stay the course
regardless of market mood swings, and you enjoy strong, long-term, consistent returns.
We are ready to help you take a turn toward a solid financial future
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