Meservey Financial Group focuses on you and the unique set of financial circumstances you and your family face. Getting to know you and understanding your personal needs allows us to create a customized wealth management strategy aligned with your short- and long-term objectives. And by building a lasting, personal relationship with you, we are able to help you anticipate and plan for the future.

Planning for your financial future is one of the most important things you will ever do, so having access to resources and objective advice from a trusted partner can be invaluable. As an independent firm, providing access to securities through LPL Financial, Meservey Financial Group has the flexibility to offer access to a wide range of non-proprietary products and services, which means you receive financial guidance and an assurance that your best interests always come first. 

Contact Us today to discover the difference an independent and holistic approach to wealth management can make for you and your family or business.  We are headquartered in beautiful La Grange, Texas and work with clients across the United States.