Dealing with and Protecting Aging Parents and Financial Issues
Mar 10, 2025 11:45 AM
Ricard Brent Dvorak
Dealing with and Protecting Aging Parents and Financial Issues

“My team and I are committed to helping our clients

achieve their financial goals, both today and tomorrow.” 

Richard is a native Houstonian who lives in  Clear Lake, Texas with my wife Traci and four children - Emma, Olivia, Chloe, and Luke.  He founded and leads a financial planning and wealth management business working primarily with high net worth families and business owners with over $10MM of annual revenue.   

He holds designations including the CFP® and CEPA® Certified Exit Planning Advisors and his practice has been recognized by Barron’s as a top 1,200  in the nation and by Forbes as a Best In State Wealth Management Team. 

He enjoys golfing and reading for business, leisure, and personal development.