Helping you plan For the big things in life

Helping you pursue the big things in life is our business. Guided by our experience, we help you build, manage, and preserve your assets in a way that reflects your values and goals. Whether you want to provide for your family, support your community, or create an ongoing legacy, we offer straightforward, personalized financial planning to help get you there.

Over three decades, Van Pearcy’s Wealth Services Team has proudly built customized, holistic, adaptive financial plans for clients, families, and business leaders in West Texas, the Southwest, and across the nation. Discover how we can do the same for you.

Learn More

Bringing complex issues Down to earth

We understand that “comprehensive financial planning” can seem complex (and even overwhelming at times). That’s why we’ve honed our process over decades to line out, explain, and simplify the stages and strategies for addressing our clients’ situations. We want to help you save energy for the things you’d rather be doing.

Watch Our Latest Video

Tax Planning

Estate Planning

Retirement Income

Get to know Our Team

Brandon Halm, CFP, CPR, OPP
Financial Advisor
Olivier Bizimungu
Financial Advisor
Evan H. Tanaka
Financial Advisor CFMA
Kelly Francis, SGA
Senior Graphic Designer

Our DIFFERENCE

A strong plan begins with our experienced team, but it’s our office culture, spirit of service, and specialized planning that set us apart.

Our PROCESS

A plan as big as the goals you want to achieve starts with a small but crucial step: getting to know you and your values.

Our ACCOLADES

We have been consistently recognized in our industry over many years, a tribute to our level of expertise and service.

The Importance of Financial Planning:
“If you don’t know where you are going, you might wind up someplace else.”
Yogi Berra

Our Resources

Don’t let estate blunders get in the way of your wishes

These cautionary tales of estate planning mistakes offer a few important lessons.
Estate & Giving

Define your personal philanthropic mission

A compelling plan to make a genuine impact on the world has a variety of components.
Estate & Giving

Reviewing the building blocks of the global food chain

04/15/2024
Declining crop prices are helping to alleviate inflationary pressures, notes Pavel Molchanov, Managing Director, Energy Analyst, Equity Research.
Markets & Investing

Odds and ends

04/15/2024
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

CPI inflation and Federal Reserve rates decision: Back to the drawing board?

04/12/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy

Why the uptick in inflation isn't the start of a new trend

04/12/2024
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Background Rotating Sphere Pattern

Partner with us and plan for the big things in life

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Van Pearcy's Wealth Services Team is not a registered broker/dealer and is independent of Raymond James Financial Services.

© 2024 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use