Welcome to the website of
Greenbriar Financial

We are an independent fee-only and fee-based financial services firm focusing on financial planning and the management of investments. Our firm, headquartered in downtown Houston, Texas, advises clients throughout North America.

We are not owned or financially supported by any insurance company, bank, brokerage firm or other financial institution. Therefore, our client recommendations are free from the influence of any outside party.

Our goal is to be your trusted financial advisor coordinating all of your financial decisions. Our clients include individuals, families, retirees, trusts, charities and privately held businesses. As independent financial planners, we work for you. We utilize a fee-based consultative approach with no hidden commissions or charges. Our advice is delivered in a manner that is personal, objective, competent, ethical and confidential.