At Robare & Jones, we take care of planning your future so you can spend less time worrying and more time doing what you love. For over 40 years, many of our CERTIFIED FINANCIAL PLANNER(R) (CFP(R)) Financial Advisors have been helping clients manage their finances and reach their retirement goals.
As an independent firm based in Houston, Texas, we offer a full range of financial planning and asset management services to individuals, families and businesses alike.Founded and developed with consistent performance and unwavering integrity and trust in mind, our success as asset managers depends on maintaining successful relationships with our clients.
As an independent firm based in Houston, Texas, we offer a full range of financial planning and asset management services to individuals, families and businesses alike.Founded and developed with consistent performance and unwavering integrity and trust in mind, our success as asset managers depends on maintaining successful relationships with our clients.
Services
Since 1977, we have provided the Houston, Texas area with guidance in all aspects of financial planning and asset management from portfolio creation through retirement and estate planning. We strive to work closely with you as advisors, educators and, above all, as partners in financial wellness.
As a group committed to personal care, trustworthiness and professionalism, we provide strategies and recommendations utilizing our values, experience and education.We are constantly exploring how to enhance our value, which is why in addition to our Houston-based team, we are supported by our partnership with Triad Hybrid Solutions, who support over 20 elite wealth management firms across the country.
As a group committed to personal care, trustworthiness and professionalism, we provide strategies and recommendations utilizing our values, experience and education.We are constantly exploring how to enhance our value, which is why in addition to our Houston-based team, we are supported by our partnership with Triad Hybrid Solutions, who support over 20 elite wealth management firms across the country.
Mark Robare is a Chartered Financial Consultant and CERTIFIED FINANCIAL PLANNER providing wealth management and retirement planning services to Houston-area clients since 1977. Mark meets regularly with individuals to review their overall asset management strategy in light of changes to current positions and performance, investment opportunities, tax law, cash flow projections, life circumstances and other varying factors.
Through personalized strategies, we'll work with you to acknowledge where you are currently and where you see yourself moving forward. Through specified planning, we will help you gain the confidence you need to succeed financially. Your journey is unique, which is why we develop a financial plan to fit your needs, not everyone else's.
Bridging For Tomorrow is a nonprofit organization located in Northwest Houston. We focus on building healthy relationships that foster a sense of empowerment among members of the community. America's largest food bank in distribution leading hunger relief in 18 southeast Texas counties. Founded in 1982, the Houston Food Bank is a certified member of Feeding America, the nation's food bank network, with a four-star rating from Charity Navigator.
Check out our quick Weekly Market Commentary as we cover what's the latest in the financial markets. Quiz your knowledge on the stock market here as we cover Chairman Powell's comments on the bond buying stimulus program! If you're willing to do your research and make some compromises, taking a vacation doesn't have to break the bank.
Reviews (5)
Samantha Barry
Jan 13, 2021
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Robare and Jones are some of the best financial advisors you'll ever meet. They help give advise on so many different tax savings strategies going into retirement and pair it with customized investment decisions. Their customer service is incredible and always find a way to bring value to clients at a fair price. I'd highly recommend this firm if you're looking for in-depth explanation on getting you to retirement.
Samantha B.
Nov 24, 2020
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These people are incredible! You can totally tell how much they care about their clients from events they host. Absolutely love the financial advisors at Robare and Jones Wealth Management and they do a great job at managing assets! If you're in the Houston, Texas area or like meeting virtual then this is the right group of financial advisors.
Doug Petrich
Aug 20, 2020
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I would highly suggest you stay away from these people, they will sell you poor quality high commission fixed income paper that is pretty much worthless and so far I have lost in excess of $120,000. Dealing with these people is the worst mistake I have ever made in my life. as far as i am concerned Robare & Jones has purchased their ticket to Hell and i mourn for you.
Westin Barry
Jun 19, 2020
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Positive: Professionalism, Value
I recently started working with this wealth management group, and they have been excellent to work with. Great service top to bottom and they have done an excellent job at making my money grow. Would definitely recommend if you think you might need some financial planning advice!
I recently started working with this wealth management group, and they have been excellent to work with. Great service top to bottom and they have done an excellent job at making my money grow. Would definitely recommend if you think you might need some financial planning advice!
Samantha Abel
Dec 10, 2019
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