Post Oak Private Wealth Advisors
Service type
Online now
Thumbtack Guarantee
If you hire this pro, you’re covered by a money-back guarantee. Learn more
If you hire this pro, you’re covered by a money-back guarantee. Learn more
About
We are a Houston-based, fee-based fiduciary wealth management firm serving individuals and families with complex financial planning needs in Houston and across the country. We coordinate retirement distribution planning, cash flow and tax-aware strategies, investment management, and long-term wealth and legacy planning, with specialized experience supporting energy professionals, business owners after liquidity events, and women navigating major financial transitions. Recognized among Texas Monthly Five Star Wealth Managers from 2015–2025 and as one of America’s top financial advisory firms in 2026, we focus on transparency, simplicity, and value while acting in our clients’ best interests under a fiduciary standard.
Overview
Serves Houston, TX
8 employees
12 years in business
Business hours
SunClosedMon8:00 am - 5:00 pm
Payment methods
Ask this pro about their preferred payment method.
Services offered
Service type
Work location
My customers travel to me
I work remotely (phone or internet)
Reviews
Exceptional 5.0
29 reviews
5
100%
4
0%
3
0%
2
0%
1
0%
Your trust means everything to us. Learn about our review guidelines.
Dineeraz J.
Mar 4, 2022
•
From Google
Very competent and TRUSTWORTHY.
Post Oak Private Wealth Advisors's reply
Thank you, Dineeraz! We're very glad to have you as a client.
Linwood R.
Mar 16, 2022
•
From Google
Very pleased
Post Oak Private Wealth Advisors's reply
Thank you for the kind words and 5-star review!
Lynette R.
Oct 7, 2022
•
From Google
Highly recommend!!!
Post Oak Private Wealth Advisors's reply
Thank you, Lynette!
Joe S.
Nov 11, 2022
•
From Google
We got referred to Donna by friends at work that I considered to be very financially savvy. We have now had a relationship with Donna as our Financial Adviser for more than 20 years. Donna has done a fantastic job of formulating investment strategies that support our goals. She always made investment decisions that both grew our principal and provided the right amount of protection from risk.I have had discussions with friends about financial advisors, but none have had the success, nor the great relationship, that we have experienced with Donna. My only regret is that I did not have her as an adviser earlier in our financial plan, when we were using brokers to help make investment decisions that served their needs instead of ours.
Post Oak Private Wealth Advisors's reply
Thank you, Joe! It's been a pleasure to work with you.
Rifat Â.
Dec 22, 2025
•
From Google
Personalized expertise