Low-cost ETFs. Sophisticated fixed income. Built around what you actually need.

An education-first practice for clients who want their money managed by someone who explains the math, not just sells the product. Serving clients nationwide.

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How I build a portfolio

Most advisors fit clients into a model. I do the opposite. I blend low-cost ETFs, individually selected equities, and fixed income strategies into a mix that fits your actual risk tolerance, income needs, and timeline. You will always know what you own and why you own it.

How I help

Comprehensive Financial Planning

Full-spectrum financial planning for wealth accumulation, preservation, and transfer.

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Investment Management / Portfolio Management

Ongoing portfolio oversight aligned with your risk tolerance and time horizon.

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Retirement Planning

Income strategies, withdrawal planning, and tax-efficient retirement distributions.

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401(k) / IRA Rollover Services

Guidance on retirement account rollovers, consolidations, and distribution elections.

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Education Planning (529 Plans)

529 plan design, contributions, and coordination with financial aid.

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Estate Planning Coordination

Collaboration with attorneys on trust design, beneficiary reviews, and legacy strategies.

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Alex Koury on-site at the Tijuana refugee camp build

On-site at the Tijuana refugee community we support.

Beyond the work

Outside of the planning practice, I support a refugee community in Tijuana. The same patience and follow-through I bring to a long-term financial plan, I bring to that work too.

The community in Tijuana.