Broker Check
Webster, TX  |  Houston Ship Channel Corridor  |  Greater Houston

Financial advisor for
oil & gas professionals

Burrows Capital Advisors is headquartered in Webster, TX — minutes from the Houston Ship Channel, Deer Park, La Porte, Pasadena, Baytown, and Texas City. We specialize in financial planning for energy executives, engineers, landmen, plant operators, and oilfield services professionals across the Greater Houston petrochemical corridor.

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We work with employees and retirees from companies including
ExxonMobil Baytown Shell Deer Park PEMEX Deer Park Marathon Petroleum Galveston Bay Valero Houston BP Texas City LyondellBasell Deer Park INEOS La Porte TPC Group Celanese Clear Lake Enterprise Products Kinder Morgan Chevron Phillips Air Products La Porte Royal Vopak Deer Park Dow Freeport Huntsman Woodlands Total Petrochemicals Deer Park Pasadena Refining Systems Halliburton Houston Schlumberger / SLB Baker Hughes Wood Group Fluor Jacobs Engineering Burns & McDonnell McDermott Phillips 66 ConocoPhillips Occidental Petroleum Apache Corporation W&T Offshore Cal Dive / Helix Targa Resources ZEON Chemicals Pasadena
Who We Serve

Financial planning built for
the Houston energy professional

Burrows Capital Advisors is a fee-based, fiduciary independent wealth management firm headquartered at 224 Sandhill St, Webster, TX 77598 — within minutes of the Houston Ship Channel corridor and the world’s largest concentration of oil refining and petrochemical capacity. We specialize in financial planning for oil and gas professionals whose wealth looks nothing like a standard investment account: royalty income, concentrated company stock, offshore deferred compensation, pension decisions, and career income that can spike and fall with commodity cycles.

Whether you work at a major refinery in Deer Park, a chemical plant in Pasadena, an oilfield services firm in La Porte, an energy trading desk in the Energy Corridor, or you own an oilfield services business in the Houston area — your financial life requires a different playbook than most advisors are equipped to deliver.

Burrows Capital Advisors works with energy professionals at every career stage: engineers and geoscientists accumulating wealth through company stock plans, landmen managing royalty income and mineral rights, plant managers approaching retirement with pension election decisions, energy executives navigating deferred compensation and concentrated equity, and oilfield services business owners planning an exit.

30+
Years of experience serving Houston energy professionals
3
Texas offices — Webster, Heath & College Station
5 mi
From the Houston Ship Channel to our Webster, TX office
100%
Independent, fee-based, fiduciary — no proprietary products
The Challenges You Face

The financial challenges that come with
a career in oil & gas

Working in the energy industry around Houston means your financial life is more complex than most — and most financial advisors aren’t built for it. Here is what we see most often.

01
Concentrated company stock & RSUs
You’ve accumulated significant equity in ExxonMobil, Shell, Chevron Phillips, LyondellBasell, or another major energy company through stock plans, RSUs, or options. Your employment income is already correlated to the company’s performance — holding concentrated stock on top of that doubles your exposure. Most advisors don’t have a strategy for this. We do.
02
Royalty income & mineral rights
Royalty income from mineral rights in the Permian Basin, Eagle Ford, or offshore Gulf of Mexico fluctuates with commodity prices. It doesn’t fit neatly into a retirement income plan, and it creates tax complexity that requires deliberate planning — not just a tax return. We help Houston-area landmen and royalty owners build financial plans that account for that volatility.
03
Deferred compensation & pension elections
Many Houston energy executives accumulate significant balances in non-qualified deferred compensation plans at companies like Halliburton, Baker Hughes, SLB, or ConocoPhillips. The distribution elections you make — and when — can mean the difference of tens of thousands of dollars in unnecessary taxes. Pension elections at retirement are also irreversible. We help you make these decisions right the first time.
04
Variable & cyclical income
Commodity cycles hit income hard. Bonuses vary wildly. Layoffs happen. If you worked through the 2015–2016 or 2020 downturns in Houston’s energy sector, you know how quickly things can change. We help energy professionals build financial plans resilient enough to absorb the volatility of the industry — with the right liquidity, the right protection, and the right investment strategy.
05
Offshore & international assignment complexity
Extended offshore rotations, international postings, and expatriate assignments create tax complications, delayed savings, and benefit gaps that require planning well before you start and well after you return. Whether you work offshore in the Gulf of Mexico or on international assignments with a major, your financial plan needs to account for the realities of your schedule.
06
Oilfield services business ownership
If you own or co-own an oilfield services company in the Houston area — a pipeline services company, inspection firm, scaffolding business, turnaround contractor, or staffing firm — your business is your largest asset and your retirement plan. We help oilfield services business owners in Webster, La Porte, Deer Park, and Pasadena plan their exit and protect what they have built.
How We Help

Financial planning services for
Houston-area energy professionals

Burrows Capital Advisors offers a full suite of financial planning and wealth management services specifically structured for the complexity of an oil and gas career in the Houston area. Every engagement starts with your complete financial picture — not just the investment account.

01
Concentrated equity & stock plan strategy
RSU vesting schedules, ESPP optimization, concentrated position diversification, and tax-efficient liquidation strategies for employees of ExxonMobil, Shell, Chevron, LyondellBasell, BP, Marathon, Valero, and other major Houston-area energy companies.
02
Royalty income & mineral rights planning
Income planning, tax strategy, and wealth management for Houston-area landmen and royalty owners with mineral rights in the Permian Basin, Eagle Ford Shale, Haynesville, Gulf of Mexico, and other Texas and Gulf Coast producing areas.
03
Deferred compensation & pension planning
Non-qualified deferred compensation election strategy, pension lump-sum vs. annuity analysis, and 401(k) rollover planning for energy executives and plant managers at Halliburton, Baker Hughes, SLB, ConocoPhillips, Occidental, and other Houston energy employers.
04
Energy career income & cash flow planning
Building a financial plan resilient to commodity cycles — the right liquidity buffer, the right savings rate, and the right investment allocation for someone whose income can spike or disappear with the price of oil.
05
Oilfield services business succession planning
Exit planning, valuation readiness, buy-sell agreement review, and post-sale financial strategy for oilfield services business owners in Webster, La Porte, Deer Park, Pasadena, Baytown, and the broader Houston petrochemical corridor.
06
Retirement income planning for energy professionals
Social Security optimization, pension election analysis, income sequencing, and tax-efficient drawdown strategies for Houston-area energy professionals retiring from refineries, petrochemical plants, offshore operations, and corporate energy headquarters.
07
Wealth management & investment management
Disciplined, risk-aligned investment management as one piece of a fully coordinated financial plan. No commission-driven product recommendations — just a portfolio built for your specific risk tolerance, timeline, and goals. Affiliated with Cetera Advisors as our broker-dealer; compensation fully disclosed in our Form ADV.

We know what it’s like to work near the Ship Channel.

Our Webster, TX office sits minutes from some of the largest refineries and petrochemical facilities in the world. We’ve spent decades working with energy professionals who live in Clear Lake, League City, Friendswood, Pearland, Deer Park, La Porte, and Pasadena.

Your financial situation is not generic. Neither is our planning process.

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Webster, TX  ·  Heath, TX
College Station, TX
No obligation · No pitch

Your Neighborhood, Our Specialty

The Houston Ship Channel corridor:
the most concentrated energy region on earth

Webster, TX sits at the center of the most productive energy corridor in the United States. Within a 20-mile radius of our office are dozens of the world’s largest refineries, chemical plants, offshore operators, and energy services companies — employing tens of thousands of professionals whose financial lives require specialized planning. We know these companies, their benefit structures, and the financial challenges that come with working for them.

Refineries & Majors
  • ExxonMobil — Baytown Refinery (588,000 bpd)
  • Shell — Deer Park Refinery & Chemical Complex (1,500 acres)
  • PEMEX — Deer Park Refinery
  • Marathon Petroleum — Galveston Bay Refinery, Texas City (631,000 bpd)
  • Valero Energy — Houston Refinery, Ship Channel (245,000 bpd)
  • BP — Texas City Refinery
  • Pasadena Refining Systems — Pasadena, TX
  • Phillips 66 — Houston operations
  • ConocoPhillips — Houston HQ & Gulf operations
  • ...and many more refineries across the Houston Ship Channel corridor
Petrochemical & Chemical Plants
  • LyondellBasell — Deer Park complex
  • INEOS — La Porte facility
  • TPC Group — Houston & Port Neches
  • Celanese — Clear Lake plant
  • Total Petrochemicals — Deer Park, 1818 Battleground Rd
  • Chevron Phillips Chemical — Cedar Bayou & Pasadena
  • Dow Chemical — Freeport & Houston area
  • Huntsman Corporation — The Woodlands HQ
  • ZEON Chemicals — Pasadena, TX
  • Air Products — La Porte facility
  • ...and dozens more chemical & petrochemical facilities along the Ship Channel
Energy Services, Midstream & Offshore
  • Halliburton — Houston HQ
  • SLB (Schlumberger) — Houston HQ
  • Baker Hughes — Houston HQ
  • Enterprise Products Partners — Houston HQ
  • Kinder Morgan — Houston HQ & Pasadena terminal
  • Royal Vopak — Deer Park terminal
  • Targa Resources — Houston HQ
  • Helix Energy Solutions — Houston (offshore)
  • Wood Group / John Wood — Houston area
  • Fluor Corporation — Sugar Land
  • McDermott International — Houston HQ
  • Occidental Petroleum — Houston HQ
  • Apache Corporation — Houston HQ
  • W&T Offshore — Houston, Gulf of Mexico
  • ...and hundreds of oilfield services, midstream & offshore companies in the Houston area

Don’t see your employer? We work with employees and retirees from across the Houston energy sector. If you work in oil & gas, refining, petrochemicals, midstream, or oilfield services anywhere in the Greater Houston area, we can help.

Common Questions

Frequently asked questions from
Houston oil & gas professionals

Is there a financial advisor near me who specializes in oil and gas professionals in Webster, TX?
Yes. Burrows Capital Advisors is headquartered at 224 Sandhill St, Webster, TX 77598 — minutes from the Houston Ship Channel, Deer Park, La Porte, Pasadena, and Baytown. We specialize in financial planning for oil and gas engineers, executives, landmen, plant operators, and oilfield services business owners across the Greater Houston petrochemical corridor.
How should oil and gas professionals in Houston manage concentrated company stock?
Oil and gas professionals at companies like ExxonMobil, Shell, Chevron, LyondellBasell, and Valero often accumulate concentrated positions through RSUs, ESPPs, and stock options. Because your employment income is already tied to the company’s performance, holding concentrated stock doubles your exposure. A disciplined diversification strategy — including tax-loss harvesting, charitable gifting of appreciated shares, and systematic liquidation — can reduce risk while managing the tax impact. Burrows Capital Advisors helps Houston energy professionals build these strategies.
How do I plan around royalty income and mineral rights in Texas?
Royalty income from mineral rights in the Permian Basin, Eagle Ford, Haynesville, or Gulf of Mexico fluctuates with commodity prices and creates unique tax and income planning challenges. A financial plan for a Houston-area landman or royalty owner needs to account for income volatility, depletion deductions, self-employment tax on working interests, and how royalty income interacts with your other retirement savings. Burrows Capital Advisors works with royalty owners across the Greater Houston area on exactly these issues.
What should oil and gas executives know about deferred compensation?
Non-qualified deferred compensation plans at companies like Halliburton, Baker Hughes, SLB, ConocoPhillips, and Occidental allow executives to defer income and taxes — but the distribution elections you make are generally irrevocable. Choosing the wrong payout schedule, company, or triggering event can result in a significant unnecessary tax bill at retirement. Burrows Capital Advisors helps Houston energy executives analyze their NQDC plans and make distribution elections as part of a broader retirement income strategy.
Do you help oilfield services business owners in the Houston area with succession planning?
Yes. Burrows Capital Advisors works with oilfield services business owners in Webster, La Porte, Deer Park, Pasadena, Baytown, and the surrounding Houston area on exit planning, business valuation readiness, buy-sell agreement review, tax planning for a sale, and post-exit wealth management. If your business is in pipeline services, inspection, scaffolding, turnaround contracting, marine services, or any other energy services sector — we can help you plan a successful exit.
How does working offshore or on international assignments affect financial planning?
Extended offshore rotations in the Gulf of Mexico and international expatriate assignments create tax filing complexity (FEIE, foreign tax credits, state residency issues), benefit gaps, and savings disruptions that require planning well before and after the assignment. Burrows Capital Advisors works with Houston-area offshore and internationally-assigned energy professionals to build plans that account for the specific financial realities of their schedules and compensation structures.
Is Burrows Capital Advisors a fiduciary?
Yes, in our investment advisory capacity. Burrows Capital Advisors is an independent wealth management firm committed to acting in your best interest in our advisory capacity. The firm is affiliated with Cetera Advisors LLC as its broker-dealer; all compensation is fully disclosed in the firm’s Form ADV Part 2A before engagement.

Talk to a financial advisor who knows the Houston energy industry

Our Webster, TX office is minutes from the Ship Channel. We’ve spent decades working with the people who work in it. Schedule a free 30-minute conversation — no pitch, no obligation.

Schedule a Free Consultation

Webster, TX  ·  Heath, TX  ·  College Station, TX  ·  (832) 835-1950  ·  Team@burrowscap.com

All investing involves risk, including the possible loss of principal. Past performance is not indicative of future results, and no assurance can be given that any investment strategy will be successful.

This material is provided for informational purposes only and should not be construed as personalized investment, tax, or legal advice. Individuals in the energy industry should consult their own financial, tax, and legal professionals regarding their specific circumstances.

References to stock compensation (including restricted stock, stock options, or other equity-based compensation) are general in nature. Strategies for managing concentrated positions involve risks, including tax consequences and market fluctuations, and may not be appropriate for all investors.

This content is not affiliated with, endorsed by, or sponsored by any specific employer, energy company, or organization referenced or implied.