ABOUT US

Everyone needs help with financial planning. Your questions may be: what type of help do I need, where can I get it, how can I accomplish my goals, and who can I trust?

Now you have one local answer, one local place: Lone Star Trust.

WHO WE ARE

Local, Personal, Flexible

You no longer need to seek financial services from far-away corporations … or their branches. National expertise is right here - with a difference. Because we're local, we're agile. Because we live here, we care.

Professional and Coordinated

Lone Star Trust is service-oriented, a hub for all your needs. Our financial professionals gladly work with your attorney and CPA, or we help you find a needed expert. Lone Star Trust creates the plan and team for you.

Customer-Centered

We know customers want real advice, not just a list of options. And because you are unique, we make you part of the process at every stage. Unmatched personal attention is our hallmark.

Able to Act

Lone Star Trust is the one place where you can map out a complete plan and get it done. Our coordinating role, plus capabilities such as brokerage and trust powers, guarantees that you get more than a paper plan. You get a plan put into practice.

We invite you to visit, meet our professionals, and start a secure financial future - now.

MEET OUR TEAM