Wealth management that's personal

We invest in the long-term success of our clients

When people want to build, grow and protect more than just their money, they come to Attune Financial Advisors. Our focus is providing truly tailored investment management and wealth planning advice to those who want to focus on what matters most to them. Cookie-cutter portfolios and short-term thinking are not how we operate. We will dive deeply into your financial world, gathering insights to support the work we will do on your behalf, and we will put your interests first at all times. Your financial journey is unique, and we will work with you to help make it successful throughout. That’s why we embrace every client relationship as a long-lasting one.

Meet the team 

Welcome Brian Bergeron to the Attune family

We are excited to announce the addition of Brian Bergeron, vice president – consultant, and his clients to the Attune Financial Advisors family. Brian will bring new perspectives, allowing us to strengthen our investment management and wealth planning offerings, supporting you throughout your wealth journey. Our multigenerational team will continue to operate like a family, serving your family at the level with which you’re familiar. Les, Marc and Brian will each bring unique perspectives to our portfolio management process and our team approach to planning, led by Valerie and including Marc, Brian and Les. And, of course, Melanie will continue to provide the intensely personal and enthusiastic approach to your administrative needs that you’ve come to expect. Please join us in welcoming Brian to the team!

Award-winning methodology

We are successful because we think differently and never stop seeking the best solution for our clients, letting us create a deeper connection between your priorities and your portfolio. Attune Financial Advisors is very proud that Les Fox has received the following prestigious awards:

  • Forbes Best-in-State Wealth Advisor - 2023, 2022, 2021, 2020, 2019

Our in-depth approach to each of our clients has earned regional and national recognition over the years. To learn more, visit our approach page.

Community involvement

We firmly believe that charity begins at home. And since we’ve been proud to call Houston our home for generations, each of us takes the time to regularly work with area organizations that are important to us, our families and our community. Over the years, we’ve worked with groups such as Texas Children’s Hospital, CHRISTUS Foundation for HealthCare, the Evelyn Rubenstein Jewish Community Center, Jewish Family Service and several others.

Learn more about our community involvement.

Start the next phase of your financial journey

Let’s get to know one another. Our team is available to review your portfolio, learn about you and your financial goals and answer questions about our approach.

Let's start a conversation today. .

Brian Bergeron Joins Attune Financial Advisors!

We are excited to announce the addition of Brian Bergeron and his clients to the Attune family. Please join us in welcoming Brian to the team!

Meet the team

About RBC Wealth Management

For nearly a century, RBC Wealth Management’s expertise and resources have delivered exceptional financial solutions for individuals and institutions alike. Our affiliation and access to RBC’s worldwide network of expertise and products is an integral part of why Attune clients can achieve lasting results.

Learn more about RBC

Global Insight Monthly

Global Insight Cover Image - April 2024High Expectations

Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet. Read the Global Insight Monthly »

Latest Insights

Man checking stocks on phone

Rally realities

It’s been a nearly unprecedented winning streak for U.S. stocks. But in this heady atmosphere there are vulnerabilities to keep top of mind. We dig into these, and how to position portfolios to balance the risks and opportunities.

Read more

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

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