Financial clarity for
business owners,
families & those who build
Most people with real wealth — a business, a career, a family — never have someone who looks at all of it together. That is what we do.
Wealth Management
Investments, retirement, insurance & estate in one strategy
Business Succession
Exit planning, valuation & post-sale financial strategy
Financial Planning
Cash flow, taxes, protection & long-term goals
Oil & Gas Expertise
Concentrated wealth & energy market cycle planning
Most successful people have no one looking at the whole picture
"My wealth is tied up in my business — and I don't have a plan for what happens next."
Succession, exit planning, and retirement all intersect in ways most advisors aren't equipped to navigate.
"My income varies wildly with the market. I'm not sure I'm making the right moves."
Concentrated positions, royalties, and commodity volatility require a different kind of planning.
"We've worked hard to build this. We just don't want to make a mistake that sets us back."
Retirement, estate coordination, and protecting what you've built across generations takes a real plan.
This is exactly what Burrows Capital Advisors was built for.
One conversation is all it takes to see if we are the right fit. No pitch. No pressure.
Schedule a Conversation →We work with people who need more than a portfolio manager
Business Owners
Small and medium-sized businesses, family enterprises, and entrepreneurs — from growth through exit and succession.
Families & Individuals
Retirement planning, wealth building, estate coordination, and multigenerational wealth strategies for families in Houston and beyond.
Oil & Gas Professionals
Energy executives, engineers, landmen, oilfield services owners, and retired energy professionals navigating complex wealth.
Executives & Professionals
Corporate executives, healthcare professionals, attorneys, and high-income earners with complex compensation and planning needs.
Foundations & Nonprofits
Investment committees, endowments, and nonprofit boards seeking disciplined portfolio oversight and governance-focused management.
Coordinated planning across every dimension of your financial life
Wealth Management
Comprehensive oversight of your financial life — coordinating investments, planning, and strategy into one coherent picture.
Financial Planning
Goal-based plans addressing cash flow, debt, insurance, tax strategy, and retirement — built around your specific situation.
Investment Management
Disciplined portfolio construction aligned to your risk tolerance, time horizon, and long-term objectives.
Retirement Planning
Retirement income strategies, Social Security optimization, and transition planning for individuals, families, and business owners.
Business Succession Planning
Preparing business owners for a sale, transition, or transfer — coordinating valuation, tax planning, and post-exit strategy.
Estate Planning Coordination
Aligning your financial plan with wealth transfer goals and multi-generational intentions alongside your estate attorney.
Insurance & Risk Coordination
Reviewing life, disability, and key-person coverage to protect what you have built.
A 30-minute conversation costs nothing.
If you have been managing everything on your own — or working with someone who only sees part of the picture — let us show you what a fully coordinated plan looks like.
Schedule a ConversationNo obligation. No pitch. Just a real conversation about your goals.
Webster, TX HQ · Heath, TX Office · Serving Greater Houston & DFW Metroplex
The difference is how we think about your situation
Experience Across Life Stages
Whether you own a business, are building wealth for your family, or navigating a career transition — we understand the planning challenges that come with each stage and build around your full picture.
Nothing Falls Through the Cracks
Investments, taxes, estate planning, and insurance are considered together. A decision in one area always affects the others.
Two Offices. Two Communities.
Webster, TX HQ · Heath, TX Office · Serving Greater Houston and the DFW Metroplex.
Your Advisor Knows Your Story
No call centers. No handoffs. You work with someone who knows your goals, your family, your business, and your timeline.
Here is exactly what happens when you reach out
You Reach Out
Send us an email or call. No forms, no gatekeeping. We respond directly — usually within one business day.
30-Minute Conversation
We talk about where you are, what you are trying to accomplish, and whether we are the right fit. No pitch. No pressure.
We Review Your Picture
If it makes sense to move forward, we look at your full financial situation — assets, liabilities, business, goals, and timeline.
A Plan Built for You
We build a coordinated plan and work alongside you to implement, monitor, and adjust it as your life evolves.
Real questions, straight answers
The questions people ask before they reach out — answered honestly.
Local to your community
Webster, TX
Our main office is in Webster, Texas — in the heart of the Clear Lake and NASA area community. We work with business owners, energy professionals, families, and executives across southeast Houston.
Schedule a ConversationHeath, TX
Our Heath office serves clients in the Rockwall County area and east Dallas suburbs — families, business owners, and professionals who want a local advisor with a full-service planning approach.
Schedule a ConversationThe cost of waiting is real.
Every year without a coordinated plan is a year of decisions made in isolation — on taxes, investments, your business, and your future. A 30-minute conversation changes that.
No obligation · No pitch · Just a real conversation
One conversation. No obligation.
If you are a business owner, a professional, or a family in the Houston area — and no one has ever looked at your full financial picture — that is exactly what we do. And the first conversation is free.
Schedule a Free ConversationWebster, TX & Heath, TX · Team@burrowscap.com · 832.835.1950