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Paul Comstock Partners Recognized by Index One as a Leading Fee-Only Registered Investment Advisor (RIA) Firm in 2023

Paul Comstock Partners

Founded in 1983, Paul Comstock Partners has been a beacon of independent, objective financial advice in Houston, TX.

Our approach has always been to offer not just financial advice, but a partnership that navigates the complexities of wealth management.”
— Stephen C. Browne, Chief Investment Officer

HOUSTON, TX, UNITED STATES, January 12, 2024 /EINPresswire.com/ -- Paul Comstock Partners (Comstock), a stalwart in independent wealth management based in Houston, TX, has achieved significant recognition in the financial services industry. The firm has been named in Index One’s "RIA Leaders 2023: Top 150 Fee-Only RIA Firms," securing its position as the only firm from Houston to make the list, the second-largest in Texas, and 118th across the United States. This recognition underscores the firm's unwavering commitment to providing unbiased and comprehensive wealth management services to ultra-high-net-worth individuals and families.

A Testament to Excellence and Integrity

This significant ranking by Index One celebrates Comstock’s excellence in offering objective, client-centric wealth advisory services. The firm’s unique approach emphasizes a thorough understanding of each client’s individual financial landscape, which aligns perfectly with the needs of their discerning clientele. The recognition exemplifies the firm's integrity, expertise, and dedication to delivering unparalleled financial advice.

Reaffirming the Firm’s Core Values

“Being recognized by Index One as a top RIA firm underscores our expertise in managing the wealth of ultra-high-net-worth individuals and families. Our approach has always been to offer not just financial advice, but a partnership that navigates the complexities of wealth management,” said Stephen C. Browne, Chief Investment Officer, Paul Comstock Partners. “This ranking is a reflection of our deep understanding of the unique needs of our clients and our ability to deliver solutions that resonate with the high standards expected by the most discerning investors in Houston and beyond.”

About the Financial Planning RIA Leaders 2023: Top 150 Fee-Only List

The list was compiled by FinancialPlanning’s data partner, COMPLY, by applying the following six criteria to firms' required SEC Form ADV filings in July 2023:

• Firms must have zero registered representatives of a broker-dealer.
• At least 50% of the firm's clients must be individuals or high net worth individuals.
• Firms must not list commissions as a compensation arrangement.
• Firms must have more than zero financial planning clients.
• Firms must not list commission-taking businesses in "other business activities."
• Firms cannot be affiliated under common ownership with commission-taking businesses.
• More information available at https://www.financial-planning.com/news/ria-leaders-2023-list-of-the-150-largest-fee-only-rias.

Empowering Clients through Intellectual Curiosity and Actionable Advice

Comstock has consistently set itself apart by catering to intellectually curious clients who demand excellence and new ideas. The firm’s philosophy revolves around empowering clients through insightful, research-driven, and actionable advice. This recognition by Index One is a reflection of the firm's success in creating tailored strategies that resonate with the complex needs of ultra-high-net-worth individuals and families.

About Paul Comstock Partners

Founded in 1983, Paul Comstock Partners has been a beacon of independent, objective financial advice in Houston, TX. Specializing in wealth advisory, strategic planning, succession planning, and outsourced family office services, the firm has a proven track record of helping ultra-high-net-worth individuals and families navigate the complexities of wealth management. Paul Comstock Partners prides itself on its ability to bring clarity to complexity, enabling clients to make informed financial decisions for over 40 years.

Contact Information:

For more information or to schedule an interview, please contact Alison Comstock Moss at (713) 977-2694 or inquiry@paulcomstockpartners.com. Visit our website at paulcomstockpartners.com for an in-depth understanding of our services and philosophy.

Alison Comstock Moss
Paul Comstock Partners
+1 713-977-2694
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