CNBC's FA 100
HH ranked one of the Top-Rated Financial Advisory Firms on CNBC’s FA 100 from 2019 – 2025
Last received October 2025 based on 12/31/24 data. All prior rankings were published in September or October of each ranking year and were based on 12/31 data of the previous year. CNBC enlisted data provider AccuPoint Solutions to assist with the ranking. Halbert Hargrove Global Advisors did not pay a fee to participate in the survey; however, HH did pay to license the CNBC FA 100 logo.
Planning with a Fiduciary Focus in The Woodlands
The Woodlands team supports clients seeking thoughtful financial guidance across investment management, retirement planning, and family wealth coordination. Our advisors help bring clarity and structure to evolving financial priorities.
Wealth Advisory and Fiduciary Financial Advisors
Halbert Hargrove’s wealth management office in The Woodlands, Texas opened in 2018 to serve our many clients across the region. The Woodlands, TX team regularly meets with clients both locally and throughout the country to address the investment management, wealth advisory, retirement planning, and tax planning needs of our clients. Our team in The Woodlands is dedicated to helping you attain well-lived todays and tomorrows.
Serving The Woodlands and Surrounding Areas
If you are located near The Woodlands, we encourage you to give us a call to set up a free consultation. Our list of services ranges from investing and tax planning to retirement and life-based event planning. We’d love to see how we can work together to help you plan and invest for your everyday needs, big aspirations—and everything in between.
The Woodlands Financial Team
Explore Our Financial Services in The Woodlands
The Woodlands Investment Services
Our investment services aim to grow your wealth strategically, aligning with your life goals and risk tolerance. Our Woodlands team designs personalized portfolios that aim to balance growth potential with risk management, contributing to your financial future goals.
Financial Planning in The Woodlands
Through meticulous financial planning, our Woodlands team creates a roadmap tailored to your aspirations. We analyze your current financial situation, identify opportunities for improvement, and chart a course to help you achieve your dreams, whether it’s buying a home, funding education, or starting a business.
Retirement Planning in The Woodlands
Retirement should be a time of relaxation and fulfillment, not worry. Our Woodlands retirement planning services assist you in planning and preparing for your retirement lifestyle.
The Woodlands Tax Planning
Managing tax liabilities effectively is an important part of enhancing your wealth. Our Woodlands tax planning services employ strategic techniques to identify deductions, credits, and tax-efficient investment strategies. By staying informed of tax law changes and utilizing effective tax planning strategies, our goal is to help you keep more of what you’ve earned.
Estate Planning in The Woodlands
Estate planning goes beyond distributing assets; it’s about preserving your legacy and protecting your loved ones. Our Woodlands estate planning services take into consideration your wills, trusts, and beneficiary designations. We want to see your wishes honored and your estate passed on efficiently and effectively.
The Woodlands Charitable Giving Services
Giving back to the community is a rewarding endeavor. Our Woodlands charitable gifting services help you support causes close to your heart while optimizing tax benefits. We assist in structuring charitable donations and implementing strategies that align with your philanthropic goals, leaving a lasting impact on the causes you care about.
The Woodlands Family Financial Planning
Families have unique financial dynamics and goals. Our Woodlands family advisory services provide holistic guidance to navigate complex financial decisions. From education funding to intergenerational wealth transfer, we collaborate with families to build a legacy of financial stability and prosperity.
Wealth Management in The Woodlands
Wealth management is about more than just growing your assets; it’s about orchestrating your financial affairs to achieve your life’s vision. Our Woodlands wealth management services integrate investment management, financial planning, and risk management in an attempt to safeguard and enhance your wealth, with the goals of allowing you to focus on what matters most.
More About The Woodlands
Halbert Hargrove’s The Woodlands office serves clients throughout the surrounding region, supporting families and business owners navigating retirement transitions, investment decisions, and long-term wealth planning. The team works closely with clients seeking thoughtful guidance grounded in fiduciary principles.
Markets shift. Priorities change. We’re here to help you adapt your financial plan at every stage.
— Craig W. Eissler, CFP®, ChFC®, AIF®, CPFA®, Wealth Advisor
About the City
- A growing community north of Houston with strong family and business presence
- Home to professionals, entrepreneurs, and multi-generational households
- Known for planned development, economic growth, and quality of life
Frequently Asked Questions
Where is the Halbert Hargrove office located in The Woodlands?
The Woodlands office is conveniently located at 21 Waterway Avenue, Suite 300.
Do I need to live in The Woodlands to work with this office?
No. While many clients live in or near The Woodlands or the surrounding Houston communities, the team also works with clients in other locations. Meetings may take place virtually or in person, depending on preference.
What financial services are available at The Woodlands office?
Services typically include comprehensive financial planning, retirement planning, investment management, and coordination with tax and estate professionals.
Who does The Woodlands office typically work with?
The Woodlands team works with individuals, families, and business owners who are planning for retirement, managing investments, or navigating complex financial decisions.
How do I schedule a meeting with The Woodlands office?
You can request an introductory meeting using the contact form or phone number listed on this page.
Can I work with a local advisor virtually?
Yes. Clients may meet with advisors virtually or in person, depending on their preference.
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