Most firms give every client the same portfolio and the same advice. At Lake Hills, we built something different — a proprietary investment process where experienced CFP® professionals and advanced quantitative technology work side by side. Fee-only. Fiduciary. Built around your life, not theirs.
Most advisors follow a strategy built for the average investor. At Lake Hills, we built our own.
We run a disciplined quantitative investment strategy — one where experienced human judgment and the best of modern technology work side by side. Our proprietary signals continuously monitor market conditions and control portfolio risk, operating like a circuit breaker in your home: when dangerous conditions form, they shift the portfolio to protection mode before conditions deteriorate.
There are no guarantees in investing. But there is a smarter way to manage the range of possible outcomes. We focus on the probabilities — keeping you better positioned for what markets actually do, not just what anyone hopes they will.
Experienced CFP® professionals and proprietary quantitative technology working in tandem — the best of both worlds
Proprietary signals shift portfolios to risk-off positions before conditions deteriorate — systematically designed, continuously active
Every investment decision is filtered through its tax impact. You keep more of what you earn.
Your interests first — legally, ethically, always. Fee-only. No commissions. Conflicts disclosed in our Form ADV.
We start by understanding your complete financial picture — not just your portfolio, but your goals, your timeline, what keeps you up at night, and what you actually want your wealth to do for you.
We build a comprehensive wealth plan engineered for your specific situation — stress-tested across multiple economic scenarios using the same advanced modeling tools institutional investors use.
Precise, coordinated implementation across every account you hold. You get the rigor of an institutional process — and an advisor who actually picks up the phone.
Our proprietary signals monitor economic conditions continuously. When they indicate risk-off conditions, we act — proactively, not reactively. The financial equivalent of a circuit breaker: protection that engages before conditions deteriorate.
You have built something significant. We help you protect it, diversify beyond it, and plan for what comes next — whether that is an exit, a succession, or simply more freedom.
Stock options, deferred comp, and concentrated positions create complexity most advisors are not equipped to handle well. We are.
Your wealth should outlast you. We help families structure, protect, and pass on wealth in a way that holds together across generations.
High income, limited time, complex finances. We have helped enough physicians to know exactly what you need — and what you do not.
Royalty income, mineral rights, working interests, and liquidity events from lease sales create unique planning challenges. We help East Texas oil and gas families coordinate investment strategy with depletion planning, CPA collaboration, and the generational transfer of mineral assets.
Our Commitments & Credentials
The People Behind Every Decision
At most firms, the senior advisor closes the deal and hands you to someone you've never met. At Lake Hills, your CFP® professional is the person who picks up the phone every time.
Most people who work with us say the same thing: they wish they had found us sooner. Schedule a complimentary conversation — no pitch, no pressure — and find out what genuinely different wealth management looks like.
Schedule Your ConversationReady to see what you've been missing?
Ready to see what you’ve been missing?
A 20-minute conversation costs nothing — and often changes everything.
