Broker Check
Webster, TX  |  Greater Houston  |  DFW Metroplex  |  College Station, TX

Comprehensive wealth management
& financial planning

Burrows Capital Advisors provides wealth management, financial planning, investment management, institutional services, and family office solutions for individuals, families, business owners, executives, and institutions across Greater Houston and Texas. Everything coordinated. One team.

Schedule a Free Consultation
Our Approach

Comprehensive solutions to reach
your financial goals

Burrows Capital Advisors is a fee-based independent wealth management firm headquartered at 224 Sandhill St, Webster, TX 77598, providing comprehensive financial planning and wealth management to individuals, families, business owners, executives, and institutions across Greater Houston, the DFW Metroplex, and College Station. We combine the sophistication of institutional investing with the personal attention of a family-oriented practice.

The foundation of our planning process is understanding you — where you are today, what matters most, and the future you want to create, from immediate needs to long-term goals. We collaborate with your CPA, family, business partners, and other advisors to ensure your plan aligns across your entire financial horizon. Only then do we build. Products are simply tools. Once we understand what we are building, we select the right tools for you.

Our expertise spans three practice areas: personal wealth management for individuals, families, executives, and business owners; institutional investment management for foundations, nonprofits, and endowments; and family office solutions for ultra-high-net-worth families and their institutions. Whatever your situation, we have the depth of experience and the team structure to serve it.

Practice Areas

Three practice areas.
One integrated team.

Burrows Capital Advisors is organized around three complementary areas of expertise — each with dedicated team members, specialized capabilities, and a track record of serving clients in that space across Greater Houston and Texas.

01
Personal Wealth Management
Comprehensive financial planning and investment management for individuals, families, executives, business owners, and professionals. High-touch, relationship-driven planning across your entire financial life — not just the investment account.
  • Comprehensive financial planning
  • Investment management
  • Retirement income planning
  • Tax planning coordination
  • Estate planning coordination
  • Insurance & risk review
  • Education funding strategy
  • Executive compensation planning
  • Business succession planning
02
Institutional Services
Investment management and governance support for foundations, nonprofits, endowments, investment committees, and corporate retirement plans across Greater Houston and Texas. Institutional-quality oversight delivered at a scale appropriate for small and mid-sized organizations.
  • Endowment & foundation management
  • Investment policy development (IPS)
  • Spending policy analysis
  • Fiduciary governance support
  • Investment committee advisory
  • Nonprofit portfolio management
  • Corporate retirement plan consulting
  • OCIO services
03
Family Office Solutions
Comprehensive family office capabilities for ultra-high-net-worth families and their institutions — combining sophisticated investment management with coordinated planning across generations, entities, and advisors. The structure of a family office without the overhead of building one.
  • Multi-generational wealth planning
  • Portfolio oversight & reporting
  • Advisor coordination (CPA, legal, trust)
  • Investment strategy & oversight
  • Trust & estate coordination
  • Philanthropic planning
  • Family governance & education
  • Consolidated reporting
All Services

Every service Burrows Capital
Advisors provides

Every engagement starts with your complete picture. Here is the full range of services our team provides to clients across Greater Houston, the DFW Metroplex, and College Station, TX.

01
Wealth Management
Comprehensive oversight of your entire financial life — investments, planning, insurance, estate, and tax strategy coordinated into one plan by an advisor who knows your full picture. Delivered through a high-touch, relationship-driven model for individuals, families, and ultra-high-net-worth clients across Texas.
02
Financial Planning
A written, comprehensive financial plan addressing cash flow, debt, insurance, tax strategy, retirement, estate, and family goals — built around your life timeline and updated as things change. Delivered through our dedicated financial planning practice for individuals, families, business owners, and executives across Greater Houston and Texas.
03
Investment Management
Disciplined, risk-aligned portfolio construction and ongoing management across all your accounts — built around your specific goals and timeline, not a generic model. Compensation is transparent and fully disclosed. Affiliated with Cetera Advisors as our broker-dealer.
04
Retirement Planning & Income Strategy
Social Security optimization, pension election analysis, 401(k) rollover planning, IRA strategy, Medicare planning coordination, and a tax-efficient retirement income sequencing plan. For individuals, families, executives, and business owners across Greater Houston and Texas who want to retire on their own terms.
05
Executive Compensation Planning
Comprehensive analysis and planning for complex compensation packages — RSUs, stock options, non-qualified deferred compensation (NQDC), pension elections, and executive benefits. For executives at Houston-area energy companies, healthcare systems, aerospace contractors, law firms, and corporate headquarters.
06
Business Succession & Exit Planning
Exit strategy development, valuation readiness, buy-sell agreement review, tax planning for a business sale, and post-exit wealth management for small and medium-sized business owners across Greater Houston. The business is your most valuable asset — your exit plan should treat it that way.
07
Estate Planning Coordination
Aligning your financial plan with your estate attorney — beneficiary reviews, trust funding, gifting strategies, legacy planning, and making sure your assets transfer the way you intend with the least possible tax friction. Coordinated with your legal team throughout.
08
Tax Planning Coordination
Year-round proactive tax strategy coordinated with your CPA — Roth conversions, tax-loss harvesting, retirement plan contributions, bonus timing, estimated quarterly payments, and long-term tax reduction strategies. For high-income professionals, business owners, and executives whose reactive tax planning is genuinely expensive.
09
Insurance & Risk Planning
A comprehensive review of your life, disability, long-term care, key-person, and liability coverage to identify gaps and redundancies — making sure your family, your business, and your wealth are properly protected. Coordinating with your insurance providers and coordinating protection with your overall financial plan.
10
Education Funding Strategy
529 plan strategy, Coverdell accounts, custodial accounts, and integrated cash flow planning to fund college without derailing retirement savings — one of the most common balancing acts for Houston families in their peak earning years.
11
Institutional Investment Management
Investment policy development, portfolio management, spending policy analysis, and fiduciary governance support for foundations, nonprofit endowments, investment committees, and charitable organizations across Greater Houston and Texas. Institutional-quality oversight delivered at an appropriate scale for smaller and mid-sized organizations.
12
Family Office Solutions
Multi-generational wealth planning, consolidated investment reporting, advisor coordination, philanthropic planning, and family governance support for ultra-high-net-worth families and their institutions — the depth of a dedicated family office through one experienced, integrated team.

Products are tools. The plan comes first.

We start by understanding your complete financial picture — where you are, where you want to be, and what stands between you and that future. Only then do we recommend solutions.

No product is recommended unless it serves a specific, documented role in your plan. Our compensation is fully disclosed before you engage.

Schedule a Consultation

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

Our Process

How we work with
every client

A consistent, four-step process that starts with understanding you — not selling you — and builds from there.

01
Discovery
A free 30-minute conversation about where you are today, where you want to be, and whether Burrows Capital is the right partner to help you get there. No pitch. No obligation. Just an honest conversation about fit.
02
Understanding
A comprehensive review of your full financial picture — income, assets, liabilities, compensation, insurance, estate documents, business interests, and long-term goals. We collaborate with your CPA, attorney, and other advisors to make sure nothing is missed.
03
Strategy
Clear recommendations — tailored to your needs, wishes, and concerns — built into a written financial plan that you can understand and act on. Products are selected only after the strategy is defined, not before.
04
Ongoing Partnership
Life changes. We proactively update your plan, communicate regularly, and stay engaged through every transition — career changes, business events, family milestones, and market cycles. A relationship built to last, not a transaction.
Common Questions

Frequently asked questions about
Burrows Capital Advisors services

What financial planning services does Burrows Capital Advisors provide in Houston?
Burrows Capital Advisors provides comprehensive wealth management, financial planning, investment management, retirement planning, executive compensation planning, business succession planning, estate planning coordination, tax planning coordination, insurance review, education funding strategy, institutional investment management, and family office solutions — to individuals, families, executives, business owners, and institutions across Greater Houston, the DFW Metroplex, and College Station, TX.
What is the difference between wealth management and financial planning?
Financial planning focuses on building a comprehensive written plan across your goals — cash flow, insurance, tax, retirement, estate, and family priorities. Wealth management typically includes ongoing investment management as well as financial planning. At Burrows Capital Advisors, these services are fully integrated — clients receive both a comprehensive financial plan and disciplined investment management under one coordinated advisory relationship, rather than two separate engagements with two separate firms.
Does Burrows Capital Advisors offer family office services in Houston?
Yes. Burrows Capital Advisors provides family office solutions for ultra-high-net-worth families and their institutions across Greater Houston and Texas — including multi-generational wealth planning, consolidated portfolio reporting, advisor coordination across CPA and legal counsel, philanthropic planning, and family governance support. These services are delivered through the firm’s integrated team structure rather than requiring clients to build and staff a dedicated family office.
Does Burrows Capital Advisors work with institutions and foundations?
Yes. Burrows Capital Advisors provides institutional investment management services to foundations, nonprofit endowments, investment committees, and charitable organizations across Greater Houston and Texas — including investment policy statement development, portfolio management, spending policy analysis, and fiduciary governance support for boards and investment committees.
How does Burrows Capital Advisors charge for its services?
Burrows Capital Advisors is a fee-based practice. Advisory fees are typically structured as a percentage of assets managed, a flat planning retainer, or a combination of both — depending on the nature and complexity of the engagement. The firm is affiliated with Cetera Advisors as its broker-dealer; all compensation, including advisory fees and any broker-dealer compensation, is fully disclosed in the firm’s Form ADV before engagement begins. The first consultation is always free.
Does Burrows Capital Advisors have offices outside of Webster, TX?
Yes. Burrows Capital Advisors operates from three Texas offices: the headquarters at 224 Sandhill St, Webster, TX 77598 (serving Greater Houston, Clear Lake, League City, Pearland, and the Bay Area Houston corridor); a second office in Heath, TX (serving Rockwall County and the DFW east corridor); and a third office in College Station, TX (serving the Brazos Valley and Bryan area).
What makes Burrows Capital Advisors different from other wealth management firms in Houston?
Burrows Capital Advisors combines the sophistication of institutional investing with the personal attention of a family-oriented practice — maintaining direct, named-advisor relationships with every client. The firm offers both a dedicated financial planning practice and a disciplined investment management capability under one roof, giving clients the depth of planning and investment expertise that is typically only available at much larger firms. All compensation is transparently disclosed and the firm is affiliated with Cetera Advisors as its broker-dealer.

Start with a conversation.
Everything else follows.

We start by learning about you — where you are today, where you want to be, and whether we are the right partner to help you get there. The first conversation is free and carries no obligation.

Schedule a Free Consultation
Locations
Webster, TX
224 Sandhill St, Webster, TX 77598
Heath, TX
Rockwall County & DFW corridor
College Station, TX
Bryan & Brazos Valley
Phone
Monday – Friday
8:00am – 5:00pm CT
Email
General inquiries & new clients.
Response within one business day.

Cetera Wealth Services, LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.