Our Firm
Fiercely
Independent
Our clients include patriarchs and matriarchs, executives, business owners, and entrepreneurs, both established and emerging
Americana Partners is an independent wealth advisory firm working with a select group of families and individuals to help them simplify the management of their substantial wealth. Our clients include patriarchs and matriarchs, executives, business owners, and entrepreneurs, both established and emerging.
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 Values
We are an entrepreneurial business
Facing similar challenges but energized by the same mindset, Americana Partners is an entrepreneurial venture that reflects our independent and growth-minded approach to business.
Our Values
We are aligned with our entrepreneurial clients
As fiduciaries and advocates, we sit on the same side of the table as our clients, understanding their unique values and financial objectives and supporting them with clear, creative and thorough recommendations.
Our Values
We Treasure our Relationships
We focus on building mutual bonds, founded in trust and our fiduciary commitment, which lead to a cycle of expanding interdependence and opportunity.
Our Values
We are Compassionate
We listen carefully to our clients and bring to bear our years of experience to fully understand the emotional and practical sides of every challenge they face and every objective they hope to achieve.
Our Values
We Simplify
We look to remove the complexity of our clients’ financial lives, by addressing family dynamics and identifying how to best manage their capital through well-planned and highly customized solutions.
Entrepreneurial
business
Our Values
We are an entrepreneurial business
Facing similar challenges but energized by the same mindset, Americana Partners is an entrepreneurial venture that reflects our independent and growth-minded approach to business.
Entrepreneurial
Clients
Our Values
We are aligned with our entrepreneurial clients
As fiduciaries and advocates, we sit on the same side of the table as our clients, understanding their unique values and financial objectives and supporting them with clear, creative and thorough recommendations.
Treasured
Relationships
Our Values
We Treasure our Relationships
We focus on building mutual bonds, founded in trust and our fiduciary commitment, which lead to a cycle of expanding interdependence and opportunity.
We are
Compassionate
Our Values
We are Compassionate
We listen carefully to our clients and bring to bear our years of experience to fully understand the emotional and practical sides of every challenge they face and every objective they hope to achieve.
We
Simplify
Our Values
We Simplify
We look to remove the complexity of our clients’ financial lives, by addressing family dynamics and identifying how to best manage their capital through well-planned and highly customized solutions.
Our
Community
From our three 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:
