Helping good people steward the good things they've been given.

As a financial advisor based in beautiful East Texas, I am passionate about helping high net worth individuals achieve their financial dreams. I believe that comprehensive financial planning is not just about numbers, but about creating a future that is aligned with your values and priorities. My investment management, wealth management, and retirement planning services are designed to help you live the life you've always wanted, without worrying about money. With my personalized financial strategies that incorporate asset allocation, risk management, and tax planning, you can be confident that you're making informed decisions that will positively impact your financial future. I understand that finances can be stressful, which is why I offer financial consulting services that go beyond the numbers to address your concerns and provide financial education that empowers you to make sound decisions. With years of experience in portfolio management, financial analysis, and estate planning, I am dedicated to building long-lasting relationships with my clients and helping them achieve their financial goals with ease and confidence. For additional information, call me at 903.405.4921 or visit my web site at www.TravisBearden.com.

Close up of Mother and Daughter on Daughter's graduation day

Financial planning

Our financial planning conversations don't begin with your finances. Instead we start with you - your life, your family, your priorities, and goals. Once we have your big picture in focus, we'll tailor a plan from a range of financial options using multiple strategies designed specifically to help get you to where you want to be.

Reach your new level of financial confidence.

I approach financial planning differently. Not only can I help you grow your money, but also protect everything you've worked so hard for-so your finances can take you further.

Growth and protection together can take you further. Growing wealth. Protecting what matters.

I'll look at where you are now, and where you want to go, tailoring your plan from a range of financial options designed to reinforce each other to get you there. Giving you the confidence to live the way you want now, and down the road. Here's what I can help you with:

Protection strategies

Wealth accumulation

Managing tax advantages

Optimizing retirement

Leaving a legacy

Charitable planning

Boost your financial knowledge.