Contact Information:
Address:
  • 8111 Ashlane Way
  • Suite 215
  • The Woodlands,   TX   77382
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Bringing a Simple and Accountable Approach to Wealth Management

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About Us

You work hard for your money, which is why The Sum wants to make it easy for you to manage.

Whether you're on the cusp of your career or considering retirement – and everything in between – we can help you maximize your wealth.

We are a group of CERTIFIED FINANCIAL PLANNER™ practitioners serving The Woodlands and Montgomery County.

What does it mean to be a CFP®?

· Planners are trained in 72 areas of financial expertise
· Must accrue thousands of hours of experience and pass the CFP® exam to earn certification
· Held to rigorous ethical standards

Here's what you will get at The Sum:

· A simple, accountable, and fee-only approach to wealth management
· Comprehensive financial planning, including project planning down to the hour
· Investment management

Here's what you won't get at The Sum:

· We are not a group that gets paid on commissions
· We do not have products to sell you
· We do not receive compensation from anyone but our clients
· We do not share fees with other professionals
· We do not operate on high volume

If you're ready to raise the bar, if you're tired of the status-quo, give The Sum a call, send us an email -- and let's get your plan started.
You work hard for your money, which is why The Sum wants to make it easy for you to manage.

Whether you're on the cusp of your career or considering retirement – and everything in between – we can help you maximize your wealth.

We are a group of CERTIFIED FINANCIAL PLANNER™ practitioners serving The Woodlands and Montgomery County.

What does it mean to be a CFP®?

· Planners are trained in 72 areas of financial expertise
· Must accrue thousands of hours of experience and pass the CFP® exam to earn certification
· Held to rigorous ethical standards

Here's what you will get at The Sum:

· A simple, accountable, and fee-only approach to wealth management
· Comprehensive financial planning, including project planning down to the hour
· Investment management

Here's what you won't get at The Sum:

· We are not a group that gets paid on commissions
· We do not have products to sell you
· We do not receive compensation from anyone but our clients
· We do not share fees with other professionals
· We do not operate on high volume

If you're ready to raise the bar, if you're tired of the status-quo, give The Sum a call, send us an email -- and let's get your plan started.
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