We Are Here to Work for You

Texas Asset Management founders and C.P.A.s John Brodnax and Richard Karnes have time and again met investors whose portfolios suffered because of advice from financial-industry retailers—stockbrokers and insurance industry salespeople receiving commissions on products they recommended. Those commissions strongly influence the investments they sell. Have you ever been sold an annuity? The commission is usually the reason for that sale.

Built on Principles That Put Clients First

Knowing that such conflicts of interest permeate the financial marketplace and compromise investors’ financial health, They realized a need to bring objectivity, professionalism, tax efficiency, and cost minimization to the investment world of individuals. Thus, in 1999, they founded Texas Asset Management with a lasting commitment to three core principles:

1. Pure, Untainted Advice

3. Intelligent Risk-Taking

1. Pure, Untainted Advice

Texas Asset Management clients don’t worry about bias or conflict of interest with our advisors because we have never and will never accept payment from an outside party offering commissions for selling their products. Charging a fee based upon the assets managed enables us to work 100 percent for you, the client.

2. An Integrated Approach

3. Intelligent Risk-Taking

1. Pure, Untainted Advice

We start by listening to you and learning about your situation and goals. Only with a thorough understanding of where you are and where you want to go do we set out to manage your assets. In the process, we develop a customized investment approach and plan that integrates financial planning and investment management—what we call Investing Wisely.

Check Our Services

3. Intelligent Risk-Taking

Our strategy for minimizing risk focuses on long-term, big-picture objectives and diversification, rather than the day-to-day drama of a fluctuating stock market.
While our founders have since retired, our firm’s current members continue to embrace these principles, as well as the Code of Ethics and Standards of Conduct of the Certified Financial Planner Board of Standards, Inc.

Our TEAM WORKS FOR YOU

Gary Miller, CFP®, Owner and Advisor

Gary was one of Texas Asset Management’s first clients. He soon came to appreciate the difference that the objective investment counsel provided by a fee-only advisor could make to his portfolio. After a successful life as an entrepreneur and chief financial officer, he returned to school at the University of Texas to obtain his Certified Financial Planner (CFP) designation. His undergraduate college degree in psychology from Texas Tech University has helped him listen closely to clients and understand their real objectives.

Patricia Hoffmann, Office Manager

Patty has been a part of Texas Asset Management since 2017. She works in a supporting role to Gary as he implements a personalized investment strategy for our clients. She values the importance of our client relationships and an understanding of their personal goals. She has a degree in Computer Science from Texas A&M University and spent the first half of her career as a systems programmer. She later worked for a CPA and estate lawyer, which led to her interest in long-term wealth management.

Our Beliefs are Who We Are

Do What’s Right

We take pride in acting in our client’s best interest at all times.

Go the Extra Mile

We go above and beyond to find the right answers and deliver excellence.

What’s Free Can Cost You

Free advice can cause you to lose your shirt. On the other hand, the value of wise investment advice far exceeds its price.

“Where Everybody Knows Your Name”

The guys from Cheers knew this was important. Each and every client matters to us.

Simple is Better Than Complicated

Our clients lead busy lives. Our job is to enable them to easily oversee and understand their finances.

Ben Franklin was Right

“A penny saved is a penny earned,” and not one of yours will be wasted by us. Reductions in investment costs and taxes can amount to big bucks over time.

“It Doesn't Come Easy.”

It’s hard to save money and easy to lose it. If an investment sounds too good to be true, it is.

Our Clients Are Like Family

We’d never do anything with your money that we wouldn't do with our own.

Change is Constant

Nothing stays the same, not you or the world around you. Successful investing isn’t one big decision. It is a series of smaller decisions over a long period of time.

We Are Here to Work for You

Built on Principles That Put Clients First

1. Pure, Untainted Advice

3. Intelligent Risk-Taking

1. Pure, Untainted Advice

2. An Integrated Approach

3. Intelligent Risk-Taking

1. Pure, Untainted Advice

3. Intelligent Risk-Taking

3. Intelligent Risk-Taking

3. Intelligent Risk-Taking

Our TEAM WORKS FOR YOU

Gary Miller, CFP®, Owner and Advisor

Patricia Hoffmann, Office Manager

Our Beliefs are Who We Are

Do What’s Right

Go the Extra Mile

What’s Free Can Cost You

“Where Everybody Knows Your Name”

Simple is Better Than Complicated

Ben Franklin was Right

“It Doesn't Come Easy.”

Our Clients Are Like Family

Change is Constant

This website uses cookies.