
Tejas Financial Advisors
Tejas Financial Advisors, founded in 2017 by Certified Financial Planner Oscar Lopez, is an independent wealth management firm based in Laredo, Texas. The firm offers a comprehensive range of services, including retirement planning, investment management, estate planning, insurance, tax minimization, and business succession strategies. Their client-centric approach begins with a thorough understanding of each client’s financial goals and risk tolerance, followed by the development of a customized plan that is regularly monitored and adjusted as needed. Tejas Financial Advisors emphasizes transparency by operating on a fee-based compensation model, aligning their success with that of their clients. The firm serves a diverse clientele, including business owners, professionals, and retirees, and is committed to building long-term relationships based on trust and personalized service.