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Manage Your Money with Confidence

Manage Your Money with Confidence

Today's investment climate offers unprecedented opportunities. At Midtown Financial Group, our mission is to help clients take advantage of those opportunities by providing them with three key tools:

  • A clear understanding of their financial goals
  • A well-defined roadmap for pursuing those goals
  • Ongoing advice to help adjust their roadmap when their needs change
What We Bring to the Table

What We Bring to the Table

Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to pursue both short-term and long-term objectives. On our web site, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. You'll also find calculators that will help you assess your current and future needs. Please remember to visit our Web site often, as our content is constantly changing. For help with your financial management, or for more information on Midtown Financial Group, please contact us today.

What We Offer

We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. 

Tax
Planning

Investments Management

Retirement
Management

...And
More!

Tips and Resources

The latest topics in our library to Inform and Inspire.

Problems with Probate

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.
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Personal Finance Calendar

Personal Finance Calendar

Use this handy calendar to remember the year’s most important financial dates.
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Four Steps to Valuing an Estate

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Learn More

Our Experts

Rhonda Barclay

Rhonda Barclay, CRPC®

LPL Financial Advisor

713-355-9895

713-355-9888

Tina Wu

Tina Wu

CFO at LPL Financial for CFO Solutions

713-355-9895

713-355-9888

Jay Collier

Jay Collier (he/him/his)

Financial Associate

713-355-9895

713-355-9888

Liz Irvin

Liz Irvin, M.A.

Client Service Specialist

713-355-9895

713-355-9888

Catherine Allred

Catherine Allred

LPL Registered Administrative Assistant

713-355-9895

713-355-9888

Learn How We Can Help You

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