Commitment to You
We take the time to get to know you, your investing history, and your goals for the future. We craft a custom portfolio that is best suited to pursue those goals while also remaining flexible to adjust to your changing needs.
817-645-6800
Open Monday-Friday: 8:30-5:00pm
501 N Nolan River Rd, Cleburne TX 76033
Investments
Whether you have an existing portfolio or are starting from scratch, we can help ensure your investments are right for you and your goals.
401k Rollover Services
If you are considering rolling your 401k into an IRA, we can help you make an informed decision. If you decide a rollover is right for you, we can help you every step of the way.
Advisory Services
Whether you are thriving in your career or already retired, we will actively manage your portfolio to suit your changing needs.
Your Investment Team
Michael Victory
Wealth Advisor
Michael Victory has a BA in Economics from Rice University. Prior to joining the firm in 2011, he spent seven years as an equities trader in Austin, TX.
Matt Victory
Wealth Advisor
Matt Victory has a BA in Computer Science from Harvard University. Prior to joining the firm in 2015, he spent nine years in portfolio management at a hedge fund in the New York City area.
Lexy Putnam
Account Coordinator
Lexy joined the firm in 2017. She prepares and manages all paperwork and most administrative details of your account.
Our Principles
Our practice is based on the principle that we will always operate in your best interest.
Let's Get Started
We’d love to hear from you. Feel free to call or email us to schedule an appointment.
Office Hours
Monday- Friday: 8:30-5:00pm
Phone
(817) 645-6800 - Office
(817) 645-6690 - Fax
Emails
Michael Victory: michael.victory@lpl.com
Matt Victory: matt.victory@lpl.com
Lexy Putnam: lexy.putnam@lpl.com
Address
501 N Nolan River Rd, Cleburne, TX 76033