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Traditions Wealth Advisors

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College Station, TX
Traditions Wealth Advisors

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Comprehensive Financial Planning We provide comprehensive financial planning for high net worth individuals and businesses.

We are an independent financial planning firm located in College Station, TX in the Crystal Park Plaza building off of Highway 6. Our wealth management team specializes in: Retirement, Estate, Investment & Business Planning. Please visit our website for more information.

10/30/2026

October is Financial Planning Month, and we want to take a moment to introduce the people behind your plan. 🤝

Serving others is at the heart of what our financial planning team does. We’re grateful for the way they care for our clients every day!

Meet Brien Smith, CFP®, Laurie Perkins, CPA, and Gage Secor. We’re proud to have them on our team and grateful to serve our clients every day.

Want to learn more about how we can help? Call us at (979) 694-9100.

10/26/2026

Where do you even start with financial planning? 🤔 For Financial Planning Month, here’s a look at how we approach it at TWA: we get to know you, we build one cohesive plan, and we believe that plan should be revisited as life changes.

Swipe through to see each step, and save this post for later 📌 When you’re ready to talk, we offer a free consultation. [979-694-9100]

This content is for general educational purposes only and is not personalized investment, tax, or legal advice.

10/16/2026

Congratulations to our interns, Arlet and Gage, on earning their Aggie Gold!💍

It’s a symbol of hard work, integrity, and a lifelong Aggie bond, and those are values we hold close at TWA. We are so proud to be a part of their journey. Gig ’em!👍

10/14/2026

✨ Meet David Foster! ✨
💼 Investment Analyst Intern
🎓 Master of Financial Management, Class of 2026

David Foster is an Investment Analyst intern at TWA, pursuing a Master's in Financial Management and graduating this fall. His passion for the business world grew out of his undergraduate experience, where business coursework stood out as the most engaging part of his degree, inspiring him to dive deeper.

He joined TWA to gain hands-on experience in finance, and brings a unique edge to the team with his background in data science, which he hopes to apply in a financial setting long term.

Outside the office, David is a sprinter for Texas A&M Track and Field. A multi-time NCAA All-American and the 2025 ACC indoor 60m champion, he ran a 10.09 in the 100m this season, which ranks #4 on the Aggies’ all-time list. 🏃

We're so glad to have him on the team!

10/13/2026

Last week, our team had the pleasure of volunteering with Catholic Charities. Together, we wrapped gifts in preparation for St. Gabriel's Pregnancy and Parenting Program's "Pictures with Santa" event this Christmas season.

At Traditions Wealth Advisors, we believe in leading with a servant heart. Whether serving our clients or our community, we are grateful for the opportunity to give back to Bryan/College Station.🫶🕊️

10/09/2026

Proud intern moment! 🏆

At the Financial Planning Conference at Texas A&M, student teams took part in the Student Financial Plan Showcase, presenting a piece of a financial plan as if they were speaking to a real client. Our financial planning intern, Gage Secor, and his team took home first place with a case study that had them reviewing a fictional client's estate planning documents and presenting a recommendation.

Congratulations, Gage! We're so proud to have you on the TWA team! 👏

10/07/2026

Our TWA team had a great time at the Financial Planning Conference at Texas A&M!🎉

A huge congratulations to our CEO, Brien Smith, who was honored with the Respect Award in Financial Planning, recognizing his dedication to the Aggie Core Values and his contributions to the financial planning profession. We are proud to work alongside someone who lives these values every day.

We also had the privilege of meeting so many talented students while we were there. Thank you to everyone who stopped by! We loved getting to know you, and we'll be in touch soon about next steps 🙌

10/03/2026

Rates are rising, and Medicare Open Enrollment is right around the corner. This month's blog posts cover both.

First, we're looking at the Fed's first rate hike since 2023. Energy-driven inflation is pushing prices up, and more hikes are likely. We break down what that means for your cash, bonds, and stocks.

Then, Medicare Open Enrollment runs October 15 through December 7. We walk through what to review before you renew, from prescriptions and doctors to out-of-pocket costs and IRMAA.

📰Read the full blogs here:
traditionswealthadvisors.com/post/federal-reserve-increases-rates
traditionswealthadvisors.com/post/medicare-open-enrollment-is-coming-up

09/30/2026

The days of choosing between your values and your investments are over. Faith-based investing allows us to align both while still seeking competitive returns.

Want to learn more about faith-based investing and values-based investing? Let’s have a conversation.
🔗traditionswealthadvisors.com
📩[email protected]

09/28/2026

Thank you to everyone who stopped by our booth at the career fairs this week! It was great meeting so many of you. If you missed us or want to learn more, check out the link for all the details on our internship programs!

traditionswealthadvisors.com/internships

Address

2700 Earl Rudder Freeway S, Ste 2600
College Station, TX
77845

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

https://www.traditionswealthadvisors.com/

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