07/03/2026
We have some great news to share! Our team is expanding.
Welcome David Melchor, CFP® to The Sum! David brings over 15 years of financial planning experience to our team.
For residents of League City, Friendswood, Clear Lake, or the southern part of Houston, we now have a new location to serve you.
The Sum provides flat-fee financial planning and investment management services.
Do you need tax advice? We are here to deliver.
Are you looking for estate planning? We’ve got you covered.
Ready to retire? We are here to help.
Give us a call or drop us an email. We look forward to serving you.
281-940-4859
[email protected]
Meet the dedicated team behind The Sum's financial expertise. Discover our diverse professionals committed to guiding you through your financial journey with personalized advice and industry-leading insights.
