Financial Planning & Wealth Mgmt for Professionals and Business Owners in Texas

A CFP® and CPA-led advisory firm helping clients integrate

• Investment management
• Tax-efficient planning
• Retirement strategy
• Business owner wealth planning

Innovator Wealth Advisor, LLC was founded 17 years ago and has office in Georgetown, Texas and Beaverton, Oregon. Innovator is a fee-based  advisory firm.

Innovator serve

• Business owners
• Physicians and professionals
• Corporate Executives
• Pre-retirees and retirees
• Families seeking coordinated tax and investment strategy

Innovator is licensed in Texas and Oregon as an investment advisor. Prior to doing business in any other jurisdiction, the firm will ensure all licensing requirements or exemptions from licensing are met.