Ethos Wealth Planning- Heather Hennigh

Ethos Wealth Planning- Heather Hennigh We're CERTIFIED FINANCIAL PLANNERS™ that work with clients seeking holistic wealth management. Reach out to us today to see if we're a good fit!

Ethos Wealth Planning is a full-service financial planning & wealth management firm. We are not your traditional firm; you become family when you partner with us at Ethos Wealth Planning! Every client has their own story, unique goals, needs, & wants, so we take extra time to get to know our clients. You are not just a number at our firm, and you will never be rushed during an appointment! We act

as our clients’ quarterback and work alongside their CPA and Estate Planning professionals. This ensures nothing gets missed and the WHOLE plan is well coordinated; not simply pieced together. Part of our focus is to help you get AND stay organized, so you can focus on what brings you joy in life! We offer a variety of different services including:
-Financial Planning
-Personal & Business Retirement Planning
-Investment Management & Asset Consolidation
-Insurance Planning- life insurance, long term care, disability
-College Planning
-Estate Planning
-Tax Planning
-Employer Benefits
-Cash & Debt Management

Whether you are retired, thinking about retiring, at the peak of your working career, or just getting started, there are several different ways you can work with us. We offer flat fee, hourly, fee based, commission, and planning only engagements, depending on your needs and complexity. We can meet at the office, virtually (Zoom or Facetime), or will travel to you. We would love to have you as part of our family!

06/01/2026

What actually happens when the U.S. government shuts down?

Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?
05/29/2026

Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?

There are things about Social Security that might surprise you.

Your financial future is calling. Develop a strategy for your investments today.
05/27/2026

Your financial future is calling. Develop a strategy for your investments today.

Don't let procrastination keep you from pursuing your financial dreams and goals.

Yes, Memorial Day marks the unofficial start of summer. But let's not forget what this day is really about.Today, we rem...
05/25/2026

Yes, Memorial Day marks the unofficial start of summer. But let's not forget what this day is really about.

Today, we remember those who gave everything. The men and women who served and never came home.

Some of us knew them. Some of us are here because of them.

However you spend today, take a moment to pause. Enjoy the long weekend, but hold space for what it actually means.

To the families carrying that loss: we honor them with you.

Do you have old retirement plans from your former employers? Our video offer tips on how to search for your missing mone...
05/25/2026

Do you have old retirement plans from your former employers? Our video offer tips on how to search for your missing money like a Retirement Plan Detective!

Watch this fun video for tips on how to search for missing money.

Consider a bucket plan to go with your bucket list.
05/22/2026

Consider a bucket plan to go with your bucket list.

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

Cap and gown season is here. 🎓A BIG CONGRATULATIONS to every graduate walking across a stage this month! 🥳 🥳The late nig...
05/21/2026

Cap and gown season is here. 🎓

A BIG CONGRATULATIONS to every graduate walking across a stage this month! 🥳 🥳

The late nights, the stress, the uncertainty about what comes next have all led to this moment.

To the parents and grandparents in the audience pretending they're not emotional: we get it. ❤️

For the new grads, a few things to consider as you start this next chapter:

➡️ Start investing as early as possible, even if it's small. Time is the one advantage you won't get back.

➡️ If your employer offers a retirement plan with a company match, take it. It's free money.

➡️ Build an emergency fund before you worry about investing. Three months of expenses is a good first goal.

➡️ Understand your student loans: what you owe, the interest rates, and when payments start.

➡️ Your first budget doesn't have to be perfect. It just has to exist.

The financial habits you build now will help form the foundation for your future.

Congrats, Class of 2026. 👏

Considering a vacation home? 5 questions to determine if you’re ready.
05/20/2026

Considering a vacation home? 5 questions to determine if you’re ready.

You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.

Who else has a pet that runs the household? 🙋May is National Pet Month, and whether it's a dog 🐕, a cat 🐈, or something ...
05/18/2026

Who else has a pet that runs the household? 🙋

May is National Pet Month, and whether it's a dog 🐕, a cat 🐈, or something with scales or feathers, pets have a way of taking over.

They love us unconditionally. They give us so much joy. They are a big part of the fabric of our families.

They also can cost more than we expected, require more preparation than we anticipated, and somehow we'd do it all over again in a heartbeat.

If you have one, or three, or had one in the past, then you know. ❤️

Share a pic of your fur baby(ies)! 🐶

There are benefits and limitations when you decide to donate stock. Learn more from our message.
05/18/2026

There are benefits and limitations when you decide to donate stock. Learn more from our message.

There are benefits and limitations when you decide to donate stock.

Address

5444 Westheimer Road, Suite 1445
Houston, TX
77056

Opening Hours

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

Telephone

+18064747891

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