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Adell, Harriman & Carpenter, Inc. Houston, Texas

Your financial home for every season of life.

Areas of Focus

  • Estate Planning
  • Financial Life Planning
  • Giving
  • Inherited Wealth
  • Investment Management

Professional Designations

  • Certified Financial Planner (CFP)
  • Chartered Financial Analyst (CFA)

Affiliations

  • CFA Institute
  • CFP Board

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)

Awards and Honors

Badges

Languages

  • English

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