• Amana Advisors
  • The Financial Playmaker™
  • Virtual Family Office
  • Playmaker CFO™
  • Contact
  • More
    • Amana Advisors
    • The Financial Playmaker™
    • Virtual Family Office
    • Playmaker CFO™
    • Contact
  • Amana Advisors
  • The Financial Playmaker™
  • Virtual Family Office
  • Playmaker CFO™
  • Contact

Why Clients Choose Amana

Fiduciary Standard → Always in your best interest.


Proactive Tax Focus → Planning beyond investments, aimed at lifetime efficiency.


Integrated Expertise → Personal wealth and business strategy connected end-to-end.


Personalized Guidance → No cookie-cutter portfolios or one-size-fits-all plans.


Independent & Transparent → We work solely for you.

SCHEDULE

Core Services

Comprehensive Financial Planning
CFP®-led, holistic planning that coordinates retirement, cash flow, taxes, insurance, and estate strategy into one roadmap.

Tax Strategy & Optimization

Forward-looking tax planning that minimizes liabilities and unlocks opportunities, from income strategies to capital gains and beyond.

Investment Management

Evidence-based portfolios aligned to your goals and risk tolerance, implemented and reported through our custodian partner Altruist and risk tools like Nitrogen.

Business Owner Planning
From entity structure and benefits design to succession/exit planning—ensuring your business decisions support your personal wealth.

Estate & Legacy Design
Strategies to protect and transfer wealth across generations, coordinated with your legal counsel.

Risk Mitigation
Protecting your wealth with smart insurance, liability, and asset protection strategies tailored to your personal and business life.

Education & Student Loan Planning
Strategic guidance for saving, funding, and repaying education costs - so college dreams don’t derail long-term financial goals.

Specialized Solutions

The Financial Playmaker™  

Strategy-driven guidance for entrepreneurs and business owners—because wealth deserves a gameplan.


Virtual Family Office (VFO)  

Coordinated expertise under one roof. We align specialists across tax, legal, insurance, and business planning—either orchestrating your existing advisors or surrounding you with our team.


PlaymakerCFO™   

Board-level financial leadership—cash flow mastery, KPI reporting, and exit readiness without the full-time overhead.

Explore Specialized Solutions

A CLEAR PATH FORWARD

DISCOVERY

DISCOVERY

DISCOVERY

Clarify goals, structures, and priorities. Let's get  to know you.

DESIGN

DISCOVERY

DISCOVERY

Build a coordinated plan across wealth, tax, risk, and estate. Let's collaborate.

IMPLEMENT

DISCOVERY

DEDICATION

Execute with discipline and oversight.  Let's get on the same page.

DEDICATION

Book a Consultation

DEDICATION

Review and refine as your life and markets change. Let's stay connected.

Book a Consultation

Book a Consultation

Book a Consultation

Start your strategy session today for a clear path forward. Let's go!

Tell Us How We Can Assist In Achieving Your Goals

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Amana Advisors is a Registered Investment Adviser based in the State of Texas and regulated by the Texas State Securities Board. Registration as an investment adviser does not imply a certain level of skill or training. 

Advisory services are offered only to residents of jurisdictions where Amana Advisors is properly registered or exempt from registration. All services are provided pursuant to a written advisory agreement. 

PlaymakerCFO™, The Financial Playmaker™, and Virtual Family Office are service offerings of Amana Advisors, a Registered Investment Adviser in Texas. These services may include business consulting and strategic planning that are not investment advisory services. 

Nothing on this page should be construed as personalized investment, tax, legal, or accounting advice. Advisory services are offered only in jurisdictions where Amana Advisors is registered or exempt.

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