About Us
Building A Legacy On Service
In 1987, Wayne Christian started this firm as the first financial advisor in the area. His belief was simple: hardworking families deserve the same financial opportunities as anyone else. That belief has shaped how we care for our clients every day and across generations.
Today, his daughter, Liza Christian Firmin, continues that same commitment. Wayne still works closely with clients on retirement income planning, while Liza leads the firm into the future. Together, we help families protect what they’ve built, make wise decisions, and enjoy a confident retirement.
Meeting You Where You Are
Not everyone wants a full-blown financial plan — and that’s okay. Some people just need help with one thing; others want a clear plan for the years ahead. However you come to us, we’ll listen first, explain things clearly, and walk with you at your pace.
We Believe In Progress Over Perfection
Financial planning doesn’t have to be complicated. We take things one step at a time—helping you make sense of your options and move forward with confidence, no matter where you’re starting from.
Financial Planning For Hard-Working People
You don’t have to fit a mold to work with us. We listen, we explain things clearly, and we give practical advice that fits your life. Whether you’re teaching, running a business, or planning for retirement, we’ll treat you with the same care and respect we’d want for our own family.
Trusted Direction Through Every Season
For decades, families across East Texas and West Louisiana have trusted us for steady, practical financial guidance. Now serving clients in Central Texas and beyond, we continue to walk with generations through saving, investing, retiring, and passing on what they’ve built. When life changes, you don’t have to start over — we’ll be here to help you keep moving forward.
How We Work
We believe trust is earned through actions, not words. Our approach centers on straight talk, steady stewardship, and dependable service — values that have guided our firm for nearly four decades.
Serving You In Partnership With Kestra
We’re proud to partner with Kestra Investment Management — a leading independent platform that provides us with advanced research, technology, and compliance support. This partnership allows us to focus on what matters most: serving you with personal attention, clear communication, and advice tailored to your goals.