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Life-Focused Financial Planning and Personal Index Portfolios for Individuals, Families, and Business Owners


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


Life-Focused Financial Planning and Personal Index Portfolios for Individuals, Families, and Business Owners


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


Life-Focused Financial Planning and Personal Index Portfolios for Individuals, Families, and Business Owners


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


Life-Focused Financial Planning and Personal Index Portfolios for Individuals, Families, and Business Owners


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


Life-Focused Financial Planning and Personal Index Portfolios for Individuals, Families, and Business Owners


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

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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