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.