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Financial Planning
Partner with certified financial planners for your asset management needs.

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Investment Management
Experience investment advising catered to your long-term financial goals.

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Retirement Planning
Plan for the future with help from our investment plan and wealth advisors.

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Tax Optimization
Maximize your tax returns with strategies from our expert financial advisors.

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WEALTH MANAGEMENT IN THE WOODLANDS, TX

Rhame & Gorrell Financial Advisors

When it comes to managing your finances, you need a trusted advisor by your side. We’re on a mission to provide you with fee-only wealth management services that look at your needs first and foremost. Whether you’re planning for retirement, transferring your wealth to the next generation, or looking into investment options, the Rhame & Gorrell financial professional team is here to help.

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PROUD TO SERVE

Professionals in The Woodlands

  • ExxonMobil
  • Shell
  • Shell
  • Shell
  • Shell
  • Shell
  • Shell
  • Shell
  • Shell

Our Proven, 4 Step

Financial Planning Process

OUR CLIENTS

Who We Serve

Corporate Executives

Tailored financial advice for CEOs, presidents, and owners of large companies.

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Oil & Gas Professionals

Trusted advisory services offered to employees of oil and gas companies

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Entrepreneurs

Reliable financial services for individuals who own or manage their own businesses

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Affluent Families

Estate planning and wealth management services for higher-income families

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Meet

Our Team

Jeffrey G. Rhame, CFP®

Jeffrey G. Rhame, CFP®

Co-Founder & Senior Wealth Manager

Kyle M. McClain, CFP®, CIMA®

Kyle M. McClain, CFP®, CIMA®

Partner & Senior Wealth Manager

Kyle Nickerson, CFP®, CIMA®

Kyle Nickerson, CFP®, CIMA®

Wealth Manager

David Hunter, CFA, M.E.C.

David Hunter, CFA, M.E.C.

Chief Investment Officer

As Seen In

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Financial Insights

ExxonMobil Savings Plan: Mega Roth Strategies

ExxonMobil Savings Plan: Mega Roth Strategies

ExxonMobil Savings Plan: Mega Roth Strategies - 2024 Update How Mega Roth Conversions Can Optimize Your Tax Treatment In 2024   One of the most effective ways to prepare for retirement is to maximize the usage of tax-advantaged retirement savings vehicles like an...

Market Update – February 2024

Market Update – February 2024

Market Update - February 2024 An Update On The Markets, Economic Conditions, Monetary Policy, and Geopolitical Factors   Market Performance The first two days of February has seen a post-federal reserve announcement motivated (modest) selloff, followed by a...

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Financial Advisors

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