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.

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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.

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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

Maintaining a balance between net worth and income will need to be adapted throughout your lifetime – learning strategies to manage the two can help.
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Family & Lifestyle
What's on the market's wish list for 2025? Chief Investment Officer Larry Adam provides a festive perspective.
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Markets & Investing
Chief Economist Eugenio J. Aleman discusses current economic conditions.
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Economy & Policy
Review the latest Weekly Headings by CIO Larry Adam.
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Markets & Investing
The language used in important documents may need to shift to reflect recent innovations and complex family dynamics.
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Family & Lifestyle
8 questions to ask your family during the holiday season.
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Family & Lifestyle
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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.

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