D. Bryan Teel

Further information about D. Bryan Teel:

I've been in the financial advisory and money management business since 1998. I am a CFP Certificant and our firm offers comprehensive financial planning. My partner has more than 20 years experience in money management. We have been serving the greater Houston area since starting Sweetwater Financial Advisors, LLC in 2001. We invite you to call our offices at 281.491.3333 and find out how Sweetwater might benefit you.

Compensation and Fee Structures:

Fee based asset management

Licenses, Certifications & Affiliations:

Certified Financial Planner (CFP), 2004 Member, Financial Planning Association (FPA)

Education:

BBA - The University of Texas at Austin, 1988

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Further information about Sweetwater Financial Advisors LLC:

(Size of firm: 0-9 advisors)

We offer comprehensive financial planning, as well as money management. Our money management philosophy is based on Endowment Style investing, employing numerous, non-correlated asset classes. We use a combination of easily recognized asset classes, as well as a few alternative asset classes such as Publicly Traded Partnership (PTPs), also known as Master Limited Partnerships (MLPs). These alternative investments often provide low correlation to the US Market, as well as very consistent and abundant yields.