Linscomb Wealth Celebrates 55 Years of Commitment to Client-Centered Financial Services

Introduction

Celebrating its milestone anniversary, Linscomb Wealth (LW) stands as a testament to progressive and thoughtful wealth management. Founded over five decades ago in 1971, this Houston-based firm has transformed the wealth management industry with a focus on client relationships and fiduciary responsibility. As it marks its 55th year, Linscomb Wealth reflects on its storied past while looking forward to a promising future.

A Legacy of Trust

Linscomb Wealth was founded by Dan Linscomb, a pioneer in the fiduciary, fee-only model, long before it became the norm. This innovative approach to wealth management emphasized transparency and alignment with clients' best interests. "Being a fiduciary isn't about labels; it's a commitment to put our clients first," stated Walter Christopherson, JD, CFP®, Chairman.

This foundational dedication to trust has forged enduring relationships with clients, many of whom have traversed multiple generations with the firm. With a solid reputation, Linscomb Wealth ensures that clients receive sound advice that is rooted in a long-term focus, regardless of market volatility.

Adapting to Evolving Client Needs

As times have changed, so have the complexities of client needs. Linscomb Wealth responded by continually investing in its people, processes, and technological capabilities. Recently surpassing $5 billion in assets under management, the firm has implemented strategic plans and undergone a brand revitalization, signifying its commitment to innovation in wealth management.

Phillip Hamman, CFA, CFP®, President and CEO, articulated this vision by stating, "Clients come to us for clarity and a reliable partnership throughout their lives. Our future direction ensures that we consistently deliver this experience at the highest level."

A Modern Approach with Traditional Values

Despite the modern challenges faced in the financial landscape, Linscomb Wealth aims to uphold the essence of what it means to provide fiduciary care. The firm’s ongoing commitment to exceptional client service is evident in how advisors engage with clients during pivotal life changes, whether it’s liquidity events, estate planning, or navigating transitional family moments.

"Listening is at the core of what we do," shared Carolyn Galfione, CPA, CFP®, Senior Wealth Advisor. By tailoring strategies around what clients emphasize as important, Linscomb Wealth nurtures relationships built on trust.

Looking Ahead: A Combination of Stability and Innovation

Entering its next chapter, Linscomb Wealth describes itself as a "55-year-old startup"—a firm that merges established practices with entrepreneurial agility. This adaptability is reflected in their priorities, which include enhancing planning and investment capabilities, evolving their governance structures, and deepening commitment to philanthropic efforts. One noteworthy initiative is the Linscomb Wealth Fellowship designed to nurture the next generation of fiduciary advisors.

MaryJane LeCroy, CFP®, Senior Wealth Advisor, highlighted this focus, saying, "We are committed to raising the standard of what fiduciary wealth management should encompass, ensuring our upcoming advisors embody excellence in service and advice."

Celebrating a Legacy

The 55th anniversary will be commemorated throughout the year, recognizing the clients, staff, and partners who have contributed to Linscomb Wealth's success and development. Furthermore, the anticipated merger between Cadence Bank, the firm’s parent company, and The Huntington National Bank is set to bolster the firm's resources and offerings. Expected to finalize in early February 2026, this merger promises to enhance the client-first approach that has been a cornerstone of Linscomb Wealth's philosophy.

Conclusion

In conclusion, as Linscomb Wealth reflects on its past achievements, the firm simultaneously embraces an ambitious future. With a steadfast commitment to pioneering fiduciary care, a focus on personalized client relationships, and an unwavering dedication to adapting alongside client needs, Linscomb Wealth is poised to continue leading the wealth management sector for years to come.

To learn more about Linscomb Wealth and its services, visit www.linscombwealth.com.