Intrua Financial – Navigate Life with Confidence Navigating you through all of your life’s moments with confidence

(713) 355-9910

3737 Buffalo Speedway, Suite 400, Houston, TX 77098

Client Center
Client Center

Truth in All,
Freedom in Every Step Working toward financial freedom is more than picking investments or chasing returns: it's about aligning your wealth with what matters most to you. TALK TO AN ADVISOR Streamlining Operations
for Maximum Success When you align with Intrua, you gain the strength of our entire organization. OUR SERVICES Investing with Clarity,
Managed with Purpose At Intrua, investment strategy is more than asset allocation — it's a disciplined process rooted in your goals, values, and long-term vision. INVESTMENT STRATEGIES

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Welcome to Intrua

We Work with You to Make your Vision a Reality

At Intrua, we believe financial freedom deserves more than a plan, it demands a process. That’s why we bring together sophisticated wealth strategies, white-glove service, and unwavering professional responsibility to help turn your goals into outcomes as we work together to build your future.

Your journey to lasting confidence, clarity, and legacy starts here.

MEET AN ADVISOR
$2.2B
Intrua's Client Assets Under Advisement

Our Mission

Intrua means, truth in all. Truth in every moment shapes how we build financial futures for our clients. With more than a decade of experience, Intrua Financial goes beyond the expected to help families make the most of their finances.

Our Vision

We embarked on our journey with a distinct approach. Instead of adhering to a demanding, all-or-nothing career path, we prioritized balance and well-being.

Who We Are

Years of experience have prepared us to guide you through your life transitions.

OUR TEAM

What We Do

We provide strategies that are tailored to your needs and goals.

OUR SERVICES

Discover Our Difference

Independence. Honesty. Integrity. We believe values matter, and we live by ours every day.

OUR STORY
10 Years GROWING WITH OUR CLIENTS

Scale, Growth and Optimizing as Fast as you need to

01. We are able to give truly independent advice
We’ve designed a culture that allows our stewards to assimilate with our clients and bring the best of who we are to your business.
02. Financial advice based on your goals
We’ve designed a culture that allows our stewards to assimilate with our clients and bring the best of who we are to your business.
03. We're here to help during market volatility
We’ve designed a culture that allows our stewards to assimilate with our clients and bring the best of who we are to your business.

Focused

Your goals shape your personal strategy, not market hype.

Interactive

We stay involved as your life evolves.

Proactive

You deserve transparent communication, with no surprises.

Your Vision Is Our Blueprint

Everyone has a different definition of freedom, and we design strategies to match. Whether you’re building a legacy, preparing for retirement, selling a business, or investing for growth, our advisors start by listening. We combine technical precision with a personal touch to help you live fully and act with confidence.

The Heart of Who We Are

Goal-Oriented
Goal-Oriented
We pursue clear goals with focus, accountability, and a drive to deliver lasting impact.
Servant-Leaders
Servant-Leaders
We lead by putting others first, listening well, and acting with humility and care.
Warrior Spirit
Warrior Spirit
We bring grit, resilience, and courage to every challenge, never backing down from doing what's right.
Explore our expertise

Service for Your Development

We provide tailor-made services, ensuring your outstanding growth

Specialties

How We Help

More Than Advisors: Partners in Your Financial Journey

Our advisors are backed by an institutional-grade investment team, a proactive service culture, and a deeply personal approach.

TALK TO AN ADVISOR
RESOURCES

Featured News and Insights

Read the latest news from us.

November Newsletter – Planning for Healthcare in Retirement

Healthcare is one of the most underestimated expenses in retirement, and it’s only getting steeper.

November Newsletter – The OBBBA and Charitable Giving

For high-income earners, time is now officially part of the tax equation. Thanks to the…

October Newsletter – Cybersecurity Awareness

National Cyber Awareness Month is the perfect reminder to shore up your defenses and recognize…

October 2025 Investment Commentary

On July 4, 2025, President Trump signed the One Big Beautiful Bill Act into law,…

October Newsletter – Government Shutdown

The U.S. government officially entered a shutdown as of October 1. While the headlines may…

September Newsletter – Fed’s Rate Cut

After nine months on hold, the Federal Reserve delivered its first interest rate reduction of…

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The information you submit will be used solely to help us understand your needs and respond to your inquiry. It does not constitute personalized investment advice or a recommendation. Submitting this form does not establish an advisory relationship.

Investment advisory services offered through LPL Financial, Member FINRA/SIPC. Investment advisory services offered through Intrua Financial, a registered investment advisor and separate entity from LPL Financial.

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