Burrows Financial

About Us

Burrows Financial is a Texas-based integrated financial services firm serving individuals, families, executives, business owners, and organizations throughout Texas.

As an integrated financial services firm, Burrows Financial brings together wealth management, tax solutions, insurance, business consulting, and M&A advisory services under one roof. The firm helps clients make confident decisions regarding retirement, investment strategy, tax planning and preparation, insurance and asset protection, business growth, succession planning, business transitions, and planning for the next generation.

For high-net-worth families, entrepreneurs, professionals, business owners, and organizations, Burrows Financial provides coordinated guidance designed to protect, manage, and grow wealth while simplifying complex financial decisions. Services may include personal financial planning, retirement income planning, tax strategy, investment guidance, life insurance planning, risk management, business advisory services, mergers and acquisitions advisory, exit planning, business succession planning, and legacy planning.

Founded by partners with more than 25 years of experience, Burrows Financial has been recognized by the Houston Business Journal as a Best Place to Work (2024) and featured in Barron’s Advisor. Whether clients are preparing for retirement, protecting assets, growing a business, navigating a business transition, or seeking a coordinated team of specialists, Burrows Financial delivers integrated