Office Information
100 Lexington St., Suite 100
Fort Worth, TX, 76102
817-870-1130
Branch Team
Office Hours
Mon-Fri: By Appointment Only
Your Future
Just about everyone has a different opinion on how you should invest or manage your money. With so much contradictory advice, you may have a hard time confidently deciding what will work for your personal situation. Every person is unique and has their own definition of financial independence, which means no one financial strategy fits all.
We strive to create a personalized financial roadmap that may guide you toward your desired destination. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies. In all we do, our goal is to humbly serve you by nurturing long-term relationships built on trust and performance.
Our team of professionals have years of of experience in financial services. We can help you address your current and future needs.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. We can help identify potential roadblocks and uncover hidden opportunities. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Clint Muirhead, CFP® NSSA® CSSCS
Certified Financial Planner (CFP®), Wealth Manager
817-977-3001
clint.muirhead@ceterainvestors.com
I am a Certified Financial Planner (CFP®), National Social Security Advisor Certificate Holder (NSSA®), Certified in Social Security Claiming Strategies (CSSCS), & a NFLPA Registered Player Financial Advisor in Fort Worth, Texas.
Ryan Kelley, RICP® CSSCS
Investment Advisor, Retirement Income Certified Professional®
ryan.kelley@ceterainvestors.com
I am a dedicated financial advisor in Fort Worth, Texas with a Retirement Income Certified Professional® designation and Certified in Social Security Claiming Strategies (CSSCS).
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Your Goals, Our Strategies
Discover an array of services for all your financial needs.
- Investments
Smart investing shouldn’t perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.
- Retirement
Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what’s to come.
- Estate
Effective estate management enables you to manage your affairs during your lifetime and beyond. With over 100 years of collective experience, we'll help secure your legacy for generations to come.
- Insurance
Our dedicated professionals can help create the insurance strategy you need. Protect your family from the financial consequences of life's unexpected events with our help.