Edelman Financial Engines

Ethos Wealth Planning is a goals-based firm specializing in prudent investment management and retirement solutions. Located in Houston, Texas, we provide comprehensive planning services to individuals and families throughout the greater Houston region. Led by Ashish Patel, CFP, CIMA, Ethos Wealth Planning is supported by renowned industry credentials and an unwavering commitment to the fiduciary standard of care. For over a decade, Ashish has guided individuals through the complexities of retirement, market downturns and estate planning. As an independent financial planning practice, we take special care to educate our clients in all areas of their personal financial lives.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Houston, TX area, Dane Lee Everett will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Houston, TX area, Eugene Balakirov will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.