Welcome to The Lone Star Group

Lone Star Group team photo

To be the financial advice team of choice - Our commitment

  • Provide clear and timely communication.   
  • Resolve problems quickly and to our clients satisfaction. 
  • Possess a comprehensive breadth and depth of industry knowledge. 
  • Have our client's best interests behind every financial recommendation. 
  • Fully disclose all our fees.   
  • Inform clients of any events that might impact their finances.
  • Deliver high level personal service.   
  • Care more about our clients than just their investments.   
  • Understand our clients goals and needs.   
  • Help create and execute an up-to-date, formal, and individualized wealth plan.   
  • Coordinate  with clients trusted advisors. 
  • Use outside (specialists) to help our clients with other financial areas.


Latest Insights


Tips for selling your business

May 17, 2022 | RBC Wealth Management

Effective planning can help ensure that when you're ready to sell, you do it in a way that supports your goals and financial future.

Read more
Women meeting around a table.

Scam support

May 03, 2022 | Tara Ambrose, Senior Manager of Vulnerable Client Initiatives, RBC Wealth Management

Americans lose $3 billion a year to scams and fraud. Learn tips to help clients spot the tricksters in the latest issue of Prosper•US magazine.

Read more

Investing in a green recovery

Apr 28, 2022 | Kent McClanahan

Investors can easily take part in the green recovery. Innovative and sustainable technologies, like SusTech, represent an opportunity toward accelerating clean economic growth and the transition to the net-zero economy.

Read more


The Lone Star Group


Where do I stand?

If you are unsure if your assets can accommodate your needs, wants and wishes over your lifetime or if you want to see if you are on track to meet your specific goals, we can help with a personalized wealth plan. View here to see a video overview of a wealth plan.

Request Your Complimentary WealthPlan Analysis

Request your complimentary WealthPlan Analysis with The Lone Star Group to create a dynamic vision of your plan for retirement.

*Required fields