WEALTH MANAGEMENT
Wealth built with intention, guided by someone who has walked it.
An independent, fee-based wealth advisory practice in Houston, Texas — created so the tools, frameworks, and conversations reserved for a very small circle are available to anyone ready to do the work.
INDEPENDENT · FEE-BASED · HOUSTON, TX
WHAT WE DO
Four ways to work together
Every engagement begins the same way — a clear picture of where you stand today, and an honest conversation about where you intend to go.
Comprehensive Wealth & Financial Plan
$2,500 ONE-TIME
A thorough review of your finances delivered as a clear, written roadmap with prioritized next steps.
Real Estate Investment Strategy
$1,500 ONE-TIME
Financial evaluation of up to five properties, finance options, asset protection, and operational setup guidance.
Essentials Retainer
$500 ONE-TIME
Two strategy calls a month, weekly email access, ongoing plan maintenance, and all live group sessions.
The Foundation — Signature
$4,500 · 90 DAYS
Hands-on guidance and accountability as you put your plan into action across wealth, real estate, debt, and estate documents.
Your Silent Raise
Optimize Your Total Compensation With Employee Benefits
The largest raise available to most working people is not negotiated. It is already in your benefits package, unclaimed. This session gives you the knowledge and the confidence to make this enrollment season count.
Tuesday, September 29
6:30 PM CDT • 7:30 PM EDT • 60 MINUTES
Save Your Seat
$99 LIVE SESSION +REPLAY
WHY EBONY & OAK
Quiet confidence, plainly explained
A boutique practice built on candor and follow-through not jargon, and not pressure.
Independent & fee-based
No products to push and no commissions. The advice you receive is the advice you paid for — nothing else.
Twenty years inside the institutions
A career spanning Morgan Stanley and Discover Financial, applied to your household instead of a firm's balance sheet.
Lived, not theoretical
A real estate portfolio built, multiple homes paid off, debt eliminated, and Coast FIRE reached — the frameworks are tested.
No gatekeeping
The strategies reserved for a very small circle, made plain. No intimidation, and no judgment about where you are starting from.
WHY EBONY & OAK
Quiet confidence, plainly explained
Founder of Ebony & Oak Wealth, an independent financial advisory practice in Houston, TX. Twenty years in financial services — including Morgan Stanley and Discover Financial — alongside a personal track record of building a real estate portfolio, paying off multiple homes, eliminating debt, and reaching Coast FIRE.
“No intimidation, no gatekeeping, and no judgment about where you are starting from.”
START HERE
A free 30-minute discovery call
No obligation. We'll confirm fit before any commitment is made.