Our story

Welcome to Heart of Texas Associates!

Since our establishment in 1993, we have dedicated ourselves to helping individuals, families and businesses responsibly manage their finances.

Our financial advisors act as a close-knit family and use each other's strengths to provide our clients with solutions for their unique needs. We deeply care about creating personal connections with our clients and building relationships across family generations. As a faith-based group, we strive to honor the Lord in the work we perform for our clients and their families.