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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

529 to Roth IRA Rollover: How It Works

529 to Roth IRA Rollover: How It Works

529 to Roth IRA Rollover: How It Works Making The Most Of A Unique Provision Added By SECURE Act 2.0   529 accounts are currently one of the best ways to save for a child’s higher education. Funds can be put into these accounts to grow and be distributed tax free...

Market Update – March 2024

Market Update – March 2024

Market Update - March 2024 An Update On The Stock Market, Economic Conditions, and The Fed's Latest Decision   Federal Reserve Decision On Wednesday, the Federal Reserve announced their largely expected decision to leave the targeted Federal Funds rate unchanged...

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Financial Advisors

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