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Life-Focused Financial Planning and Personal Index Portfolios for Business Owners, Successful Professionals, and High-Net-Worth Families 


Personal Indexing allows us to treat every client like they are our only client


Life-Focused Financial Planning and Personal Index Portfolios for Business Onwers, Successful Professionals, and High-Net-Worth Families


Personal Indexing allows us to treat every client like they are our only client


Life-Focused Financial Planning and Personal Index Portfolios for Business Owners, Successful Professionals, and High-Net-Worth Families


Personal Indexing allows us to treat every client like they are our only client


Life-Focused Financial Planning and Personal Index Portfolios for Business Owners, Successful Professionals, and High-Net-Worth Families


Personal Indexing allows us to treat every client like they are our only client


Life-Focused Financial Planning and Personal Index Portfolios for Business Owners, Successful Professionals, and High-Net-Worth Families


Personal Indexing allows us to treat every client like they are our only client


Get to Know Us

As Seen In

Financial Planning Houston Tx



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Practice Areas


Financial Planning, Houston, TX


Financial Planning

We offer life-focused financial planning, which means that we help you discover how to be more intentional about your life and personal finances. We believe that a rich life is not about how much money one has, but rather the sense of personal fulfillment derived from life's journey.

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Financial Planning, Houston, TX


Portfolio Management

Personal Index Portfolios combine the best features of low-cost indexing, active tax-management and the inclusion of your environmental, social and faith-based views.

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Financial Planning, Houston, TX


Tax Management

We provide active management of taxes, combining tax-loss harvesting and gains deferral in the context of your unique tax budget and asset allocation. 

View an estimated tax savings report 

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Meet our Team


Financial Planning, Houston Tx

Todd Smurl, CFA

 I love helping families build hyper-personalized portfolios, achieving their financial goals, and lowering their taxes.  Learn more.

Financial Planning Houston Tx

Ryan Firth, CPA/PFS, CFP®

My goal as an advisor is to provide life-focused financial planning for families with a broad range of complexities, whether in or near retirement. Learn more.

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