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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

Using Options to Reduce XOM Stock Exposure

Using Options to Reduce XOM Stock Exposure

Using Options to Reduce XOM Stock Exposure Strategies For Hedging Concentrated ExxonMobil Stock Positions and Generating Income   If you are a retiree or are approaching retirement as an employee of ExxonMobil, you may have accrued a substantial position in...

Microsoft Stock Incentives and Compensation

Microsoft Stock Incentives and Compensation

Microsoft Stock Incentives and Compensation Learn How to Make The Most of Your Microsoft Stock Incentives and Compensation   Microsoft employees have the ability to acquire company stock in a few different ways: in your Microsoft 401(k), your Microsoft Employee...

Understanding the 83(b) Election and Restricted Stock

Understanding the 83(b) Election and Restricted Stock

Understanding the 83(b) Election and Restricted Stock How The 83(b) Election Can Effect The Taxation of Restricted Company Stock   The 83(b) election must be made within 30 days of receiving restricted stock and can substantially reduce the associated tax...

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Financial Advisors

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