Saxon Financial Group is a Houston-based financial advisory firm that provides comprehensive wealth management and financial planning services. The firm is dedicated to a client-first approach, creating personalized strategies to meet a variety of financial needs. They serve individuals, families, high-net-worth clients, and institutions, with a particular focus on oil and gas professionals, business owners, retirees, and those experiencing significant life changes. The firm offers a range of services, including dynamic financial planning that adapts to clients' evolving goals, wealth management with a focus on portfolio management and risk mitigation, and educational programs to enhance financial literacy. Saxon Financial Group employs a team-based approach, leveraging the diverse expertise of its advisors to deliver tailored financial solutions. They partner with Raymond James to access advanced technology and compliance support, ensuring they meet the complex needs of their clients effectively.