Everything We Do

Starts With You

We bring an unbiased approach to protecting, managing and growing your wealth.

FIDUCIARY-BASED WEALTH MANAGEMENT

Building Financial Legacies

for Future Generations

With a wide range of fiduciary-based services and resources, our advisors are ready to sit down for a conversation to see how we can help you achieve your goals.

Individuals & Families

Expert advice backed by an experienced team and a wealth of resources.

trusts & estate planning

Investment Management

Oil & Gas Management

Wealth Management

Special Needs Trusts

Special Asset Services

Businesses

Expert advice backed by an experienced team and a wealth of resources.

ESOPS

Investment management

Oil & Gas Management

Retirement Plan Consulting

Funeral & Cemetery Trusts

Qualified Intermediary Services

Institutions

Expert advice backed by an experienced team and a wealth of resources.

Corporate Trusts

Investment management

Philanthropic Services

Custody & Escrow Services

Governmental Services

Special Assets Administration

Argent is a leading, independent, fiduciary wealth management firm.

OUR MISSION

Our mission is to serve our clients, which means that we:

  • Serve as a fiduciary, always acting in your best interest
  • Are thoughtful, independent and objective
  • Provide a wide array of wealth management solutions
  • Commit to excellence in every phase of our relationship with you
  • Offer a highly customized client experience through committed and empowered professionals

Latest News & Resources

Insights

The 30-Year Lesson

The 30-Year Lesson

Any company that has been around for 30 years will have learned a few lessons along the way about what it takes to be successful. And if it is not just surviving after three decades, but thriving, as Argent is, then it should have accumulated a host of lessons....

The Morning View: November 17, 2020

The Morning View: November 17, 2020

Morning View - November 17, 2020 from Argent Financial on Vimeo. BY: MARSHALL BARTLETT Senior Vice President / Portfolio Manager Announced this morning, Retail Sales for October increased 0.3%, less than expected.  Strength in the month occurred in Non-store retailers...

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