Adell, Harriman & Carpenter, Inc.
Your financial home for every season of life.
Share
https://wealthtender.com/financial-advisors/adell-harriman-carpenter-inc/
Areas of Focus
-
Estate Planning
-
Financial Life Planning
-
Giving
-
Inherited Wealth
-
Investment Management
Professional Designations
-
CERTIFIED FINANCIAL PLANNER™ Professional
-
Chartered Financial Analyst (CFA)
Primary Location
2700 Post Oak Blvd., Suite 1200, Houston, TX 77056
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
-
Fee Only
-
Percentage of Assets Managed
What to expect in the first meeting
Will we enjoy working together? That's the first thing we need to figure out. If the answer is "yes", then we can start talking about your investments and what you want your portfolio to do for you.
Offers Investment Management
Yes
About our Firm
Each of our clients is unique. Their investment solutions should be as well.
Education
Whitworth University (BA), Southern Methodist University (MBA), Rice University (BA & MA), Baylor University (BA & MA), Tulane University (MBA), Vanderbilt University (BA & MBA)
Hobbies and Interests
- Animals
- Beach
- Church
- Cooking
- Eating Out
- Exercising
- Family
- Golf
- Hiking
- Movies
- Music
- Sports
- Television
- Traveling
- Wine
Who We Serve
-
Baby Boomers
-
Blended Family
-
Business Owners
-
Couples
-
Divorce
-
Dual Income Family
-
Gen X
-
Healthcare Professionals
-
Intergenerational Families
-
Living in Retirement
-
Parents
-
Single Women
-
Widow
-
Women in Transition
-
Women Professionals
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.