Halbert Hargrove Global Advisors

Halbert Hargrove Global Advisors is a leading finance institution located at 21 Waterway Avenue, Suite 300, The Woodlands, Texas, United States. Our team of experts offers a wide range of services including investing, tax planning, retirement planning, and life-based event planning. If you are in the area, feel free to contact us for a free consultation to see how we can help you achieve your financial goals.

Our office in The Woodlands was established in 2018 to cater to our clients in the region. We work with clients locally and across the country to provide top-notch investment management, wealth advisory, retirement planning, and tax planning services. Our dedicated team is committed to helping you secure a prosperous future.

Halbert Hargrove Global Advisors was ranked No. 8 on the 2023 CNBC Financial Advisor 100 list, based on data from 12/31/2022. This recognition is a testament to our commitment to excellence in financial services. Our participation in the survey was voluntary, and we did not pay a fee to be included in the ranking.

The methodology used to compile the list involved analyzing core data points from AccuPoint Solutions' database of registered investment advisors. After narrowing down the initial list of RIA firms, CNBC conducted a thorough survey to gather more details about each firm's practices. The final ranking was based on a weighted analysis of various criteria, resulting in the selection of the top 100 firms.

At Halbert Hargrove Global Advisors, we believe in LifePhase Investing®, which involves overseeing all aspects of your financial life in every phase of life. Contact us today to learn more about how we can help you plan and invest for a secure future.