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 

Proud to be a Forbes Best-in-State Wealth Management Team 

Proud of Les Fox for being a Forbes Best-In-State Financial Advisor  

We are successful because we think differently and never stop seeking the best strategies for our clients, enabling us to create a deeper connection between your priorities and your portfolio. Attune Financial Advisors is very proud to be recognized by Forbes in 2025 as a Best-in-State Wealth Management Team.

We are equally proud that Les Fox was, once again, recognized by Forbes in 2025 as a Best-in-State Wealth Management Advisor. 

Les Fox has also received the following prestigious awards:

  • Forbes Best-in-State Wealth Advisor - 2024, 2023, 2022, 2021

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.

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!

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!

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    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

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    Let's start the conversation

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    Disclosures

    The 2021 Forbes "Best-In-State Wealth Advisors" award was announced February 2021. Data as of 6/30/2020. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.

    The 2022 Forbes "Best-In-State Wealth Advisors" award was announced April 2022. Data as of 6/30/2021. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.

    The 2023 Forbes “Best-In-State Wealth Advisors” award was announced April 2023. Data as of 6/30/2022. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.

    The 2024 Forbes "Best-In-State Wealth Advisors" award was announced April 2024. Data as of 6/30/2023. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor based on qualitative criteria such as: best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.

    The 2025 Forbes Best-In-State Wealth Management Teams award was announced January 2025. Data as of 3/31/24. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team's best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance was not an award criterion. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience.The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. For more information: www.SHOOKresearch.com.

    The 2025 Forbes “Best-In-State Wealth Advisors” award was announced April 2025. Data as of 6/30/2024. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each advisor’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance was not an award criterion. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. For more information go to: www.SHOOKresearch.com.

    Leslie B. Fox is currently registered to conduct business with residents of the following states: AR, AZ, CA, CO, CT, DE, FL, GA, IA, IL, LA, MA, MO, MT, NC, NJ, NM, NV, NY, OK, TX, VA, WA. California Insurance License # 0I15102.

    Marc Sancton is currently registered to conduct business with residents of the following states: AR, AZ, CA, CO, CT, DE, FL, GA, IA, IL, LA, MA, MO, MT, NC, NJ, NM, NV, NY, OK, TX, VA, WA.

    Brian Bergeron is currently registered to conduct business with residents of the following states: AR, AZ, CA, CO, CT, DE, FL, GA, IA, IL, LA, MA, MO, MT, NC, NJ, NM, NV, NY, OK, TX, VA, WA.

    Read additional advisor disclosures.