Start Your Investment Journey 

It's never too late to start your investment journey

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Starting Your Investment Journey

We know that starting your investment portfolio can be an overwhelming experience. That's why your Wellby financial consultant will help guide you through the entire investment process so you can start your journey on the right foot with confidence.

  • We'll review your current finances with you before you start investing.
  • Build a personalized investment plan that can help you reach your goals.
  • Discuss your investment options directly with your consultant to make the best decision for you.
  • Provide guidance on a wealth growth plan and the tools you need to make it a reality.

Education and Guidance

Your Wellby financial consultant will start by helping you better understand your current finances. We'll guide you through creating an investment plan for your future that focuses on your goals while providing advice and guidance for your first investments.

Plan Today for a Brighter Tomorrow 

Knowing where you want to end up is one thing; knowing how to get there is another. Your financial consultant will help you develop an investment plan and review investment options and insurance services needed to put that plan into action.

Reach Your Goals

Whether you're saving, investing for a child, or hoping to retire early, your financial consultant can help you achieve your dreams for the future. We're here to provide insight and guidance based on your unique situation to help you start, grow, and protect your investments to help you meet your short and long-term goals.

Start Your Investment Journey Today

Step 1

Schedule an appointment to meet with a Wellby financial consultant.

Step 2

Discuss your unique finances and goals, and review your investment options.

Step 3

Start your investment journey with confidence, knowing you have a personalized plan.

Services & Products

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Retirement Planning 

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College Planning 

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Stocks, Bonds, & Mutual Funds

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Traditional & Roth IRAs

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401(k) & Retirement Plans

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Fixed & Variable Annuities

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Life, Disability, & Long-Term Care Insurance

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Job & Investment Transitions 

Schedule an Appointment

We're here for you when you need us. Schedule an appointment by calling us directly at (281) 226-1754 to speak with a financial consultant to start your journey with a partner who's invested in your success.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Wellby Financial and Wellby Financial Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Wellby Financial Investment Services, and may also be employees of Wellby Financial. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Wellby Financial or Wellby Financial Investment Services. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Wellby Financial (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.