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Financial Services for Businesses in Katy TX

Trisperity Advisors is proud to be one of the leading firms in Katy and West Houston with a Certified Financial PlannerTM practitioner providing business services for companies who want unbiased, professional advice about their 401k retirement savings and profit sharing plans. We understand how important the funds in 401k retirement savings and profit sharing plans are to businesses and their employees, and we hold ourselves to the highest standards of integrity, putting the interest of our business clients first.

Trusted Advice from Certified Professionals

Trisperity Advisors is an independent registered investment advisor firm. Our firm has the experience and in-depth investment management experience to help you take steps to ensure your company remains compliant with ERISA and ever-changing regulations. By agreeing to serve as ERISA section 3(21) Investment Manager, Trisperity Advisors assumes investment fiduciary responsibilities and risks.

Prompt, Effective Service

Since 2001, Trisperity Advisors has been an independent Katy firm offering business services to companies throughout West Houston. Our services are used by many local oil, gas, and energy companies, and we have extensive expertise in these industries. Our knowledge of 401k and profit sharing investment programs also lends itself to application in an array of other industries. We use Morningstar and other sources to get the latest investment data to help our clients pick suitable choices for their plans and plan participants to make informed decisions regarding their individual investment strategies.

When you choose Trisperity Advisors to advise you on your 401k and profit sharing plans, you'll receive service from an actual Certified Financial PlannerTM rather than a faceless employee at a corporate home office. If your employees have questions about their investment plan, they can easily reach a Certified Financial PlannerTM locally. We respond to all inquiries in a timely manner so that you can get the answers you need fast.

Readily Available Five Star Wealth Manager

In addition to our CFP certification, we also have registered investment advisors on staff. A CPA is located in our Katy office to provide assistance with tax planning and other concerns. In four of the last five years, we have received the Five Star Wealth Manager award from Five Star Professional, an honor that recognizes service professional and wealth managers who provide quality services to their clients.

Trisperity Advisors is a leading choice among Certified Financial PlannerTM firms because we know investments, we care about our clients and we are locally based and independently owned. To learn more about how we can help your business with your 401k and profit sharing plans, contact our office today.