Robert Rexford

CFP®

Rexford Capital Wealth Management

Financial Advisor

Robert Rexford

CFP®

Rexford Capital Wealth Management

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Robert Rexford, CFP®

(713) 838-8383

Fee-Only financial planner located in Bellaire, TX, serving clients locally and across the country

Robert Rexford is a Bellaire, TX fee-only financial planner. Rexford Capital Wealth Management provides comprehensive and objective financial planning to help high net-worth clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Robert Rexford is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Rexford Capital was founded by Robert Rexford CFP®, a financial planner and portfolio manager, who has provided financial advice and wealth management services to affluent clients since 1990. Robert has created a team of fiduciaries, attorneys, accountants, and investment advisors to offer affluent households a holistic approach to wealth management.

Robert spent 13 years as a portfolio manager with Merrill Lynch & Co., Inc. In 2003 he founded Rexford Capital, Inc. and serves as its President and Portfolio Manager. Robert holds a BBA in Business and a BS in Economics from Southern Methodist University.

Robert Rexford is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Rexford Capital Wealth Management is a fee-only, financial planning and investment management RIA. Providing comprehensive financial planning and ongoing investment management to clients in Bellaire, Texas and across the country.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning
  • Estate and Generational Planning Needs

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors
  • High Net-Worth Clients

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

Contact Robert Rexford

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Office Locations:

  • 5420 Braeburn Dr
    Bellaire, TX 77401

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