General Info

Ethos Wealth Planning is a goals-based firm specializing in prudent investment management and retirement solutions. Located in Houston, Texas, we provide comprehensive planning services to individuals and families throughout the greater Houston region. Led by Ashish Patel, CFP, CIMA, Ethos Wealth Planning is supported by renowned industry credentials and an unwavering commitment to the fiduciary standard of care. For over a decade, Ashish has guided individuals through the complexities of retirement, market downturns and estate planning. As an independent financial planning practice, we take special care to educate our clients in all areas of their personal financial lives.