Argon Advisory
Family Office Services for $5M+ Households

Your Wealth Finally Has a Quarterback.

Argon Advisory coordinates every aspect of your financial life — investments, tax strategy, estate planning, and insurance — so nothing falls through the cracks.

$380M+
Assets Advised
42
Families Served
100%
Fiduciary
2018
Established
The Problem We Solve

Wealth Creates Complexity.

You manage a dozen relationships—advisors, CPAs, attorneys—who don't talk to each other. Opportunities fall through the cracks.

One Team. Coordinated.

We serve as the central hub. We evaluate, hire, and oversee every specialist you need, ensuring one cohesive strategy.

Fiduciary Duty Always
Proprietary Products Never
Commissions None

Unconflicted Advice

We don't sell products. We don't accept commissions. We sit on your side of the table, 100% of the time.

Comprehensive Services

Investment Management

Evidence-based, globally diversified portfolios. Tax-optimized and exposed to institutional strategies.

Tax Strategy

Proactive planning for income timing, Roth conversions, and entity structuring. We work directly with your CPA.

Estate & Legacy

Coordinating with attorneys to ensure trusts are funded and your legacy intentions are executable.

Risk Management

Objective review of life, disability, and liability coverage. We evaluate what you need, not what sells.

Executive Comp

Specialized planning for stock options, RSUs, deferred comp, and concentrated positions.

Family Governance

Facilitating family meetings and financial education for the next generation.

Client Results

What Our Clients Experience

"We interviewed five firms. Argon was the only one who asked about our CPA and estate attorney in the first meeting. That told us everything. They found $340k in tax savings in year one."

M
M.R.
Business Owner, Austin
$180k+

Avg. 1st Year Tax Savings

98%

Client Retention

Ideal Client Profiles

Who We Work With

Business Owners

Navigating exits & liquidity events

Pre-sale planning & valuation
Tax-efficient deal structuring
Post-exit wealth preservation

Corporate Executives

Complex compensation structures

RSU & Stock Option strategies
Deferred compensation planning
Concentrated stock management

Families

Multi-generational wealth

Family governance & education
Trust & Estate coordination
Philanthropic strategy

Common Questions

Prefer to talk?

Schedule a confidential 20-minute discovery call. No obligation. No sales pressure.

Schedule Call
We typically work with families who have $5M or more in investable assets. This allows us to deliver the comprehensive service level our clients expect.
Yes. 100% of the time. We are legally obligated to act in your best interest. We don't sell products, earn commissions, or have quotas.
Not necessarily. If your CPA or attorney is excellent, we'll coordinate with them. If not, we'll help you find better specialists.
We charge a transparent annual fee based on assets under advisement. We provide a complete fee schedule before you commit.

Ready for Your Wealth to
Finally Have a Quarterback?

Schedule a confidential discovery call. No obligation. Just a conversation about whether we can help.

100% Confidential No Sales Pitch 20-Minute Call