Traditions Wealth Advisors

Traditions Wealth Advisors Comprehensive Financial Planning We provide comprehensive financial planning for high net worth individuals and businesses.

We are an independent financial planning firm located in College Station, TX in the Crystal Park Plaza building off of Highway 6. Our wealth management team specializes in: Retirement, Estate, Investment & Business Planning. Please visit our website for more information.

08/30/2026

It's official, Brien Smith, CFPยฎ was voted Best Financial Planner in The Eagle's 2026 Readers' Choice Awards!

Thank you to every client and community member who voted. We're honored to keep serving this community!๐Ÿ‘

As students head back to campus, our interns are proof that learning never really stops.We asked what's been on their ni...
08/25/2026

As students head back to campus, our interns are proof that learning never really stops.

We asked what's been on their nightstand this summer, and their answers say a lot about the kind of team we're building at Traditions.

From mindset shifts to money lessons, here's what's been sharpening their thinking! ๐Ÿ“š๐Ÿง 

08/21/2026

Our team at TWA celebrated the end of summer with a Topgolf outing! ๐ŸŒ๏ธโ›ณ

โœจ Meet Christopher Kuhlmann! โœจ๐Ÿ’ผ Investment Analyst Intern๐ŸŽ“ BBA Finance, Economics minor, Class of 2027Christopher Kuhlma...
08/06/2026

โœจ Meet Christopher Kuhlmann! โœจ
๐Ÿ’ผ Investment Analyst Intern
๐ŸŽ“ BBA Finance, Economics minor, Class of 2027

Christopher Kuhlmann is an Investment Analyst intern here at TWA, driven by a passion for researching stocks, investing, and the economy. That curiosity is exactly what led him to pursue a degree in Finance with a minor in Economics.

He joined TWA for its great work culture and the way the team builds and maintains client relationships, and it has clearly been a great fit. After graduation, Christopher plans to earn his CFA designation and pursue a career in investment management, with his sights set on an asset manager or hedge fund.

When he's not analyzing markets, you can find him on the golf course, in the gym, or watching F1. ๐ŸŒ๏ธ๐ŸŽ๏ธ

We're so glad to have him on the team!

What does it take to fund your dream vacation, and what does a divided Fed mean for your money? This month's blog posts ...
08/04/2026

What does it take to fund your dream vacation, and what does a divided Fed mean for your money? This month's blog posts cover both.

First, we're breaking down how to budget for that once-in-a-lifetime trip without derailing your other financial goals.

Then, the Fed just held rates steady for the fifth meeting in a row, but three policymakers wanted a hike instead. We break down what a rare 9-3 split vote means for where rates go next.

๐Ÿ“ฐRead the full blogs here:
traditionswealthadvisors.com/post/how-to-plan-for-your-dream-vacation
traditionswealthadvisors.com/post/july-market-update

07/30/2026

Happy National Intern Day!๐ŸŽ‰

In celebration of the sharp, driven students helping us build lasting traditions in wealth management, we asked this yearโ€™s cohort of interns to sum up their experience in just one word ๐Ÿ’ญ

To explore internship opportunities with Traditions Wealth Advisors, click the link below!
https://www.traditionswealthadvisors.com/internships

A tradition of serving! Last week, 6 of our interns spent time at the Brazos Valley Food Bank packing meals for families...
07/28/2026

A tradition of serving! Last week, 6 of our interns spent time at the Brazos Valley Food Bank packing meals for families in our community. At TWA, our goal for our interns is not only to prepare them for a successful future in business, but also to become selfless leaders with servant hearts! We are lucky to have this great group of Aggies!๐Ÿค๐Ÿฝ๏ธ

Happy Parent Appreciation Day!๐Ÿ’›Patience, saving, generosity: some of life's best lessons start at home. Thank you to the...
07/26/2026

Happy Parent Appreciation Day!๐Ÿ’›

Patience, saving, generosity: some of life's best lessons start at home. Thank you to the parents who taught us these values, and so much more.

At TWA, we're honored to help families carry them forward!๐Ÿ˜Š

This month marks 3 years with Laurie!๐ŸŽ‰Laurie serves as our Director of Tax and Financial Planning, and her care and expe...
07/16/2026

This month marks 3 years with Laurie!๐ŸŽ‰

Laurie serves as our Director of Tax and Financial Planning, and her care and expertise makes a real difference for our clients and our team every single day. Happy work anniversary, Laurie! We are so lucky to have you. ๐Ÿ˜Š

07/09/2026

This trend, but with our 2026-2027 interns!

Welcome to the team!๐Ÿ˜Š

Address

2700 Earl Rudder Freeway S, Ste 2600
College Station, TX
77845

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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