ExxonMobil Employees

Financial Planning for ExxonMobil Employees

​For over 25 years, our certified financial advisors have helped ExxonMobil employees, both on and off-campus. Our expertise in the retirement benefits package gives us the innate ability to provide comprehensive financial planning for ExxonMobil employees. This includes reviewing NUA opportunities within an individual Savings Plan, Restricted Share Units, and/or pension plans.

It’s our goal to offer refined and unique processes for ensuring ExxonMobil employees have an effective and seamless transition into retirement. Whether you are down the street from us at the main campus or in PNG finishing a rotation, we’re here to help maximize your retirement assets.

How We Help ExxonMobil Employees

If you’re looking to retire from ExxonMobil or need assistance analyzing your benefits package, our financial advisors are available to you. We offer the following services:

  • Reviewing the various choices that are available regarding the ExxonMobil pension plan
  • How to potentially save tens or even hundreds of thousands in taxes by preserving the favorable tax treatment of
  • NUA (Net Unrealized Appreciation) stock in your ExxonMobil Savings Plan
  • How to customize your tax bracket by using NUA between retirement and age 701/2
  • Discussing your asset allocation strategy with the savings plan as you prepare for your eventual retirement


Need Financial Planning?

Your confidence is our priority. When you’re employed at a large company that offers different investment and retirement options, it’s crucial that you understand how to negotiate your terms. By having a financial planner, you can minimize your risk and ensure financial peace of mind for your future self. Our certified investment advisors in The Woodlands are committed to that end and will do everything in their power to help you achieve your goals.

Risk Management

When you’re deciding on investment and retirement options, there is a certain level of risk to consider. We’ll help you weigh the pros and cons of each option to ensure the best possible package in your contract.

Expert Advice

Our advisors have over 25 years of experience in investment planning and wealth management. We’re passionate about staying in touch with the latest market trends to give trusted financial advice.

Long-Term Success

There are a number of changing factors that come with financial planning. Our advisors provide tax or legal advice for every aspect of your ExxonMobil benefits package, from retirement income to life insurance.

Schedule a Free Consultation

Our wealth advisors are ready to help you formulate a long-term strategy for your finances.
Schedule a free consultation with us today!

Schedule Now

Call Us or Email Us

Wealth Management Tailored to Your Needs

Corporate Executives

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

Learn More

Oil & Gas Professionals

Trusted advisory services offered to employees of oil and gas companies

Learn More


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

Learn More

Affluent Families

Estate planning and wealth management services for higher-income families

Learn More

Financial Planning

Partner with certified financial planners for your asset management needs

Learn More

Investment Management

Experience investment advising catered to your long-term financial goals

Learn More

Retirement Planning

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

Learn More

Tax Optimization

Maximize your tax returns with strategies from our expert financial advisors

Learn More


Financial Advisors

Send our team a message and we will respond via phone or email in one business day.