The Strategic Group LP

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5850 San Felipe St Ste 425
Houston, TX 77057
+1 (713) 977-3800

The Strategic Group LP, based in Houston, TX, is a retirement planning and investment management firm established in 1985. With a team of dedicated CFP professionals, the firm is committed to providing personalized financial solutions and unparalleled service tailored to the unique needs of each client.

As a fee-only firm, Strategic Group LP operates with a fiduciary standard, ensuring that clients' best interests are prioritized without any hidden fees or conflicts of interest. Their range of services includes investment management, retirement income planning, tax planning, and estate planning, all supported by over 65 years of combined experience.

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