49 Financial – Houston Office

49 Financial - Houston Office is a financial planner in Houston, TX. The firm provides comprehensive financial planning services to individuals, families, and businesses, including business owners and executives. Their services include investment management, estate planning, life insurance, tax strategies, and charitable giving. The firm holds a 5.00 rating based on customer reviews.

The firm operates using a team-based, values-based model built on the belief that two are better than one. Their process begins with a meeting focused on understanding a client's specific situation, goals, and values to build a tailored plan. This integrated-care approach leverages collective expertise to provide a holistic view of a client's financial picture. For clients seeking to manage investments, grow assets, protect built wealth, or preserve a legacy for future generations, the team provides guidance and tools to facilitate informed decision-making. Charles Schwab & Co., Inc. serves as the primary custodian for client accounts, providing access to a wide range of investment products and services, including stocks, mutual funds, bonds, exchange traded funds, CDs, and diverse account types for retirement, education, and charitable giving.

Travis Penfield is the Founder and CEO of 49 Financial, which he launched in 2019. He leads a team of over 150 advisors across nine offices nationwide. The Houston office is part of this larger network, which includes licensed advisors serving all 50 states. The firm emphasizes teamwork, gratitude, loyalty, excellence, and authenticity. Their team includes Founding Partners, Executive Vice Presidents, and specialists in planning, investments, and compliance. The firm’s philosophy centers on time and presence, aiming to help clients make informed decisions about their finances so they can focus on what matters most.

The Houston office maintains a perfect 5.00 rating from its customers. This high score reflects the positive experiences of those who have worked with the firm’s advisors. The strong rating underscores the trust clients place in the team’s ability to deliver clear financial plans and confident strategies.

49 Financial - Houston Office combines a personalized, team-based planning process with a strong reputation for excellence, serving as a trusted financial partner for residents of Houston.

Services:

• Comprehensive Financial Planning
• Comprehensive financial planning
• Estate Planning
• Estate planning
• Investment Management
• Investment management
• Private Wealth Management
• Private wealth management