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LoneStar Wealth Management
LoneStar Wealth Management, founded in 2001 and headquartered in Lubbock, Texas, is a client-focused financial advisory firm dedicated to helping individuals and families achieve their financial dreams while mitigating market volatility. With additional offices in Dallas, Albuquerque, and Pasadena, the firm offers a comprehensive suite of services, including retirement income planning, investment advising, tax strategies, legacy preservation, and specialized guidance for federal employees and veterans.
Led by President Michael Jon Byers and Investment Advisor Representative Mark Groom, both co-authors of Planning a Secure Retirement, LoneStar emphasizes education and personalized strategies to empower clients in making informed financial decisions. Their holistic approach integrates tools like the Generational Vault and addresses life events such as marriage, career changes, and caregiving responsibilities, ensuring that clients’ financial plans are adaptable and resilient.
Committed to community engagement, LoneStar also participates in initiatives like the Gradient Gives Back program, reflecting their dedication to both client success and social responsibility.