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We offer an extensive range of planning and investment management services for every type of investor, from high-net worth families with complex tax management and estate planning needs to the young professional just starting to plan their financial future. No matter what type of planning assistance you require, we’ll create a customized, comprehensive wealth management plan designed around your unique goals.
Our advice is objective, and our investment management strategies translate cutting-edge academic research into sophisticated portfolios that are focused on helping all clients achieve their personal goals. We seek to build tight knit, long-term relationships based on trust and work closely together to help you make informed decisions that will keep you on track for the long term.
We’ll help you anticipate and prepare for life’s biggest financial hurdles, so you can worry less about the future and focus more on enjoying today. Whether it’s determining the best college savings approach for you and your family, developing a strategy to maximize your income in retirement, or establishing a legacy for future generations, we’ll develop a road map designed to get you where you want to go.
Our clients have access to a team of professionals and specialists who are dedicated to helping you achieve what matters to you most. We’re committed to putting our collective knowledge and experience to work on your behalf.
- Comprehensive financial planning
- Confirm that your portfolio supports your long-term goals through investment management
- Protecting your family, yourself, your assets and your business through insurance
- Helping families plan and prepare for educating children and grandchildren
- Helping business owners protect their business, provide benefits to employees, or buy or sell a business
- Planning for contingencies as well as a regular income in retirement through cash and income planning
- Helping you leave a legacy for your loved ones and your preferred charities through estate planning
- Working closely with your other financial professionals, including your CPA and Estate Attorney, to ensure an efficient and coordinated approach
Ross W. Richardson, MS, CFP®, CPWA®
Apella Wealth represents the final stage of a journey I have been on since the mid-1980’s. After receiving my Masters in Finance degree from Louisiana State University, I took a job in banking and moved to Houston, Texas. While in banking, I became aware of and interested in financial planning and completed my CERTIFIED FINANCIAL PLANNER™ course work, passed the exam, and received my CFP® designation in 1987. I also hold the Certified Private Wealth Advisor™ designation (CPWA®) granted by the Investments & Wealth Institute in 2021. I am an instructor in the CPWA® Certification program offered through Yale University’s School of Management.
I have served in various leadership positions in the profession including past national board positions with the Financial Planning Association (FPA) and Chair of the FPA Retreat in 2001 and 2022. I am a 2018 graduate of Leadership St. Tammany and serve as Board President for West 30s Redemption Company, a non-profit focused on affordable housing in addition to several other non-profit and volunteer roles over the years.
Most of my professional career has been spent in the Houston, Texas area, and my wife, Tina, and I live in the small town of Tomball outside of Houston with our two rescue dogs, Marnie and Rowan. We have two grown children, Dan, who lives in Houston, and Grace, who lives in Portland, Oregon.
I love traveling, spending time outside hiking and being in nature, and listening to music, both live and vinyl. I enjoy watching sports and supporting my LSU Tigers and Houston Astros. I have become a pretty good chef and enjoy serving my friends and family when they are in town. I enjoy eating my own food with Tina, but nice restaurants are pretty good, too.
Questions? Want to learn more? We’d love to chat! Call us at 832-645-0033 or schedule an intro call below!
