Our office has moved! We are now located at 10603 W. Sam Houston Parkway N. Ste. 450, Houston, TX 77064

Why Choose Granite Harbor Advisors?

The GHA Difference

Our “Four Uniques” are what make up the GHA Difference. By consistently delivering on all four of these components, our clients receive the world-class service, experience, and expertise they have come to expect from the team at Granite Harbor.

A Firm, Not Just an Individual

Many, if not most of the planning solutions we help our clients with are designed to last a lifetime. One of the biggest problems clients face in our industry is continuity of service for the long-term. When an advisor changes firms or leaves the business, there is often a significant gap in continuity to the planning for the family. We have solved that problem by creating a robust business continuity plan and by offering our clients access to the entire firm’s expertise, not just an individual advisor.

Access to Public and Private Market Investments Together

We offer unique access to the public and private markets, in both the investment and insurance space, setting us apart from other firms. At Granite Harbor, we believe in a coordinated effort between these areas to achieve better financial synergy, rather than approaching them separately.

Sophisticated Solutions for Life Insurance and Estate Planning

We provide unparalleled insurance and estate planning solutions for successful individuals and families. Our bespoke and discreet approach allows us to customize solutions for complex financial situations that separates us from our competitors in the industry.

Our Core Values are Apparent to All Who Encounter Us

Everything we do from providing fiduciary advice to hiring new employees is guided by our core values of A.B.C.D.E.

Helping Families Live Their Best Lives

By Delivering:

More Time

Our clients recognize their most precious asset is time. We provide them the freedom to spend it where desired instead of managing tedious financial matters.

More Time

Less Stress

It is nearly impossible to separate emotions from your finances. Fear and anxiety about the future can be crippling. By developing a comprehensive plan, and maintaining discipline, we alleviate that stress our clients feel about the unknown.

Less Stress

Better Family Harmony

The number one cause for splintered family relationships after a death is money. It’s also a top three perennial reason listed for divorce in America. We are committed to helping families maintain harmony by addressing potential issues in advance.

Better Family Harmony

Multi-Generational Financial Security

It requires no planning to leave an inheritance. You simply have to pass away owning something. Leaving a legacy involves much more than passing down assets. With a collaborative approach, we help families create financial security built to last many generations.

Multi-Generational Financial Security

Our Fiduciary Approach

Serving Your Needs

As a full-service financial advisory firm, we spend our time organizing, optimizing the entire financial picture so that our clients can spend more time doing what they enjoy. Our principled approach to financial planning combines expert advice, dedicated service, and a well-defined investment philosophy that delivers results for our clients.

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Comprehensive Financial Planning

A good offense and a solid defense is only as good as the game plan being taken onto the field. The same goes with financial planning. Wealth accumulation and asset protection strategies are most efficient when coordinated with a comprehensive plan. At Granite Harbor, we serve as fiduciaries for our clients to create, implement, and maintain a robust plan through our Compass360 Process.

Comprehensive Financial Planning
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Asset Management

Every dollar invested has a goal. Whether it is used to buy a new home, pay for college, fund retirement, or leave to the next generation, each dollar our clients choose to invest has a purpose. At Granite Harbor Advisors, we articulate that purpose and create a logical, efficient, evidence-based portfolio.

Asset Management
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Life Insurance and Risk Management

At Granite Harbor, we not only help clients build wealth, but protect that wealth with insurance products and risk management solutions. We have a truly unique approach to buying and using insurance products that sets our firm apart from other advisors.

By bringing both investment and insurance specialization together under one roof, we help clients see insurance as a true asset class that can be used strategically to advance their most important financial goals.

Life Insurance and Risk Management
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Estate Planning and Wealth Transfer

Estate planning is an opportunity to define your legacy, set a vision for the future, and protect your family for generations to come. We take a comprehensive approach to estate planning, collaborating with all interested parties to define an effective “multi-generational” wealth plan.

We accomplish this through the design, implementation, and maintenance of creative estate planning techniques and custom-designed life insurance strategies.

Estate Planning and Wealth Transfer

Core Values

Guiding Granite Harbor

Everything we do from providing fiduciary advice to hiring new employees is guided by our core values of A.B.C.D.E.


Always Do The Right Thing

Even when it may be uncomfortable


Be A Leader

Lead from the front, back, and middle. Be accountable for your actions


Collaborative Strength

Everyone has a unique ability. When combined, team strength is exponential


Down To Earth

Talent CANNOT outgrow character


Eager to Improve

Celebrate wins, but never be satisfied

Core Values 2 Core Values 1

Evaluating Your Advisor Relationship

A successful relationship begins with a clear understanding of expectations. To assist in that, we have created a list of ten questions anyone should ask when evaluating a new or existing relationship with a planning firm. Click the link below to see the questions, and how we answer them. Use the schedule link for a complimentary consultation to learn more about the GHA Difference, and how we may be a potential fit for your family’s needs.


The Compass 360 Planning Process

Your Wealth. Your Way.

At Granite Harbor Advisors, we help you live your best life with more time, less stress, and multi-generational financial security. As a full-service financial advisory firm, we make organizing and optimizing your entire financial picture effortless with our Compass360 Planning Process so that you can spend more time doing what you enjoy.


Get to Know Each Other
  • About You
  • About Us
  • Explore Goals
  • Personalized Guidance
  • Path Forward


Initiate Planning
  • Gather Data
  • Refine Priorities
  • Interactive Review
  • Tailor Solutions


Finalize & Implement Plan

Fiduciary Financial Advice for:

  • Cash Flow & Savings
  • Tax Planning
  • Asset Allocation
  • Risk Management & Insurance
  • Estate Planning & Wealth Transfer
Year 1
Year 2+
Compass 360 Year 2+


Maintain Continuous Alignment Between Your Goals & Plan
  • Proactive Recommendations
  • Monthly Updates
  • Consistent Plan Reviews
  • Coordination of Professionals (CPA, Attorney, P&C)

Our Commitment to You

Help-First Promise

  • Our initial consultation is always complimentary
  • We promise to help you find your way even if it is not with us
  • We don’t bill for service until we have successfully delivered to your satisfaction

Latest Updates & Thought Leadership

As part of our commitment to education, we regularly publish material regarding current events, and financial literacy. Be sure to bookmark this page to stay up to date on our latest content.

Understanding Life Settlement: Recognizing the market value of your life insurance
4 minutes read

Understanding Life Settlement: Recognizing the market value of your life insurance

Many people think of life insurance in rather uninspired terms. They generally consider it a liability and an expense that shows up in cash flow projections, not a true asset. This is sometimes why investors will surrender a policy or let one lapse. But before doing either of those things, policyholders should consider a life settlement. When used strategically as part of a comprehensive financial…
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Financial and Estate Planning for High-net-Worth Individuals with a Blended Family
4 minutes read

Financial and Estate Planning for High-net-Worth Individuals with a Blended Family

In the intricate realm of financial and estate planning, an additional layer of complexity arises when dealing with high-net-worth individuals who have blended families. The challenge lies in striking a delicate balance between the financial needs and goals of each family member, while also ensuring that wealth is strategically managed and preserved for future generations. This blog post aims to illuminate…
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The Impact of Presidential Elections on the Stock Market
2 minutes read

The Impact of Presidential Elections on the Stock Market

The Impact of Presidential Elections on the Stock Market Investors often ponder the connection between elections and stock market performance, whether it's during mid-term elections or presidential elections. This topic tends to resurface every election year, sparking discussions and analysis among market participants. Whether you're a novice dipping your toes into the world of investing or a seasoned…
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