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Our plans are designed to help clients create a path toward financial security and independence.

Kolibri Financial Group is an independent financial firm located in Houston Texas, serving the greater Houston area. Founded with the intent to serve, our firm is designed to help clients live financially independent lives.

Our Primary Purpose

The word Kolibri means hummingbird in several European languages, and in many cultures, hummingbirds symbolize resiliency and joy. At Kolibri, we embrace opportunities to pursue all kinds of dreams, including retirement. We create individualized financial plans and strategies by focusing on the goals and visions of our clients, and creating options to obtain those goals.

Because every client is different, each financial plan is designed with our clients’ unique needs in mind. We have vast resources available to design plans that fit each individual situation; we are not limited by obligations to particular investment products. This allows us to align our goals with the goals of clients.

We are honored to partner with you in creating plans to grow and protect your hard-earned resources.

Knowledge is power.

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

Client Centered

As a financial professional, I am committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards. 

We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office. 

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