Our Firm

Fiercely
Independent

Our clients include patriarchs, matriarchs, executives, and both established and emerging entrepreneurs

Americana Partners is an independent wealth advisory firm helping families, individuals, foundations, and endowments manage substantial wealth with clarity and confidence. Our clients include patriarchs, matriarchs, executives, and both established and emerging entrepreneurs.

Offering financial planning and investment management services, we proactively connect our clients to each other and to people in our personal and professional network. This strategic connectivity creates distinct investment opportunities, including private placements and direct deals, where our clients can co-invest with peer-group families, who share similar goals for their lifestyle and legacy aspirations.

Free of the constraints of corporate ownership, we are empowered to leverage, on our clients’ behalf, the best-in-class support from Dynasty Financial Partners and other industry experts.

Our
Community

From our four offices in Texas, we strive to be good citizens and neighbors. We are committed to serving our chosen charities and local communities through volunteerism and financial support as we strongly believe in the greater good of reinvesting in the people who help to make one successful.

Some of the organizations supported by our team include:

Ken’s Krew
The Houston Museum of Natural Science
The Good Samaritan Foundation