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FINANCIAL CLARITY,

LASTING CONFIDENCE.


Life doesn’t wait — and neither should your finances. NO MATTER THE STAGE, PARTNER WITH a team that listens first, plans thoughtfully, and builds around what matters to you.


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400

Trusted Partnerships

160+ years

of Industry Experience

5

Fiduciary Financial Advisors

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Testimonials

Communication, ease of setting appointments, quarterly luncheons, friendliness of staff and trustworthy financial professionals.

Jacqueline W.

Trust and having someone knowledgeable in my corner.

Christina L.

As a client I feel valued and appreciate all that the staff does to educate us on our financial issues

Suzan B.

A balanced approach to investing and not chasing "what is hot today."

Orazio B.

The knowledge that they bring and that they keep in touch by scheduling regular meetings throughout the year to review my accounts. I appreciate their recommendations when needed, and how they take the time to explain any recommendations and everything pertaining to my accounts. They are very responsive and easy to contact through email if needed. I have been very pleased with every person that I have spoken to at this firm.

Lisa B.

Honestly, truthfulness and ability to increase client value

Robert H.

Friendly and courteous management team

Benny C.

Integrity, keeping us well informed

David C.

good communication with clients

Gary F.

No pressure approach

Douglas E.

We appreciate the way Robare & Jones staff follows up with us regarding our investments

Douglas D.

Trust, Trust, Trust

Robert D.

Truly great people and knowing my investments are in good hands and knowing that I have access to them when needed

Harold D.

The information shared by the Robare & Jones staff is always very interesting. The comments shared also help to provide an understanding of current economic conditions

William R.

Honesty

Brad T.

The growth of my funds

Thomas M.

I feel like the whole team really cares

Tami W.

What I value most about this wealth management group is that I have peace of mind knowing they take care of everything

Alma Laverne W.

Working with a professional team who makes you feel like your family

Benny & Lupe C.

Making money and dealing with knowledgeable, friendly people

Gary F.

A very professional, courteous, and friendly staff that manages my account very well

Dallas & Carolyn M.

Excellent customer relationship and questions are addressed in a timely fashion by financial professionals.

Orazio B.

Very knowledgeable and friendly people and handle my investments well

Harold D.

Their Business Acumen

Dave C.

The history of money and how it performed from past to present.

Christina L.

I've always been treated like "family"

Dandy M.

The friendly and continuity of success

Judith G.

They are patient with all my questions and concerns. My portfolio has not lost value.

Kathleen M.

I value the genuine partnership and peace of mind that Robare & Jones brings. Handing over the complexities of managing my family's wealth has taken a massive weight off my shoulders, and their consistent reliability has earned my absolute trust.

Jason S.

That they are always open & honest, they invest in their staff's financial expertise, that they take part in giving back to the community.

Suzan B.

THE PEOPLE

Charles & Judy M.

Every person I've met with at Robare & Jones seem to genuinely care and want to help.

Tami W.

Professionalism and Personal Relationships

Orazio B.

The trust and honesty that I have with all of you. You take such good care of my lifetime savings...I never have to be concerned with how my assets are being managed!!

Cindy M.

You are Awesome!

Liliana A.

I deeply value my relationship with Robare and Jones because they have built a foundation of absolute trust and always put my best interests at heart.

Lisa P.

Our advisors and the staff at Robare & Jones make us feel like family. The atmosphere is warm and inviting, which is not always the case with financial firms.

John & Beth F.

Helpful and Very Knowledgeable

Ron & Cynthia M.

Warmth and Friendliness of the Staff, Especially the Mustachioed one.

Barron & Cindy F.

Your customer service is exceptional. It's been such a pleasure to work with people who genuinely care.

Susan H.

What I value most is that I can sleep at night knowing that Robare & Jones is handling my finances in a responsible manner and I do not have to worry!

Mathilda S.

A feeling of confidence that our financial assets are being monitored by a professional team!

Michael & Elaine P.

I value the kindness and knowledge of every member of the Robare and Jones team.

Shirley G.

The Patience and will to help us!

James & Anne D.

I value the customer service with this company, everyone is so welcoming. I also enjoy our luncheons and getting to know other people who are part of our community.

Belinda D.

We love all the giving and love that is shown by Robare & Jones

Kenneth & Faith H.

Their genuine honesty and how they really care for their clients

Peter & Cindy Y.

The ability to reach someone when you need them. They value their employees, which is proven by the low turnover.

Louise H.

Friendly people who take care of their clients

Gary & Doris F.

Personal attention; concern for client wellbeing, both financially and personally.

John & Barbara T.

Non-compensated client testimonials; may not be representative of all client experiences; no guarantee of future performance or success.

Our Financial Advisor's Focus On What Really Matters

At Robare & Jones, we take care of planning your future so you can spend less time worrying and more time doing what you love. As an independent firm based in Houston, Texas, our CERTIFIED FINANCIAL PLANNER® (CFP®) Financial Advisors offer a full range of financial planning and wealth management services to individuals, families and businesses alike. Our core values guide the way we serve our clients, team members and the community. 



Expectations When Working with Our Financial Advisors


Dedicated Partnership

Founded and developed with consistent performance, unwavering integrity, and trust in mind, our success as wealth managers depends on maintaining successful relationships with our clients.


Commitment to Education

We provide personal contact, market updates, and Quarterly Investment Forums as a few ways to help you confidently enjoy retirement without the fear of unexpected surprises.


Independent Allies

With a foundation of integrity, we recommend only the strategies and products that best meet your needs. As an independent firm, we work directly with you, keeping your interests at the forefront of our work with Fee-Based Management.



Financial Advisor UPDATE:

Robare & Jones will keep you up-to-date on the latest market events here! As we go through these volatile times in markets, we continue to meet with our clients through in-person events, webinars, social media, and a variety of other ways. Check out one of our most recent market updates!
 
While we enjoy seeing everyone in person, we want to ensure we are able to as much content to you no matter where you are. Robare and Jones offers much more current market content, so make sure to go to our YouTube Page and subscribe to follow more.

Solutions For Your  Financial Planning From Houston, Texas and Beyond

With fiduciary financial advisor services, we address your individual goals and interests, we’re confident that we can create a comprehensive financial plan that's right for you. Our firm uses fiduciary standards to create a successful plan that is implemented based on your unique goals. See below the Professional Organizations we're apart of to better serve our clients.

Learn More

Certified Financial Planner (CFP) Financial Planning Association (FPA) Certified Investment Management Analyst (CIMA) Certified Divorce Financial Analyst (CDFA)

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