The Sum

03/08/2022

Financial Planner Spotlight!

Meet Mike Bard. Mike is a dad, husband, pilot, Ironman, and an incredible financial planner. Need financial advice? Give Mike a shout.

https://www.thesumplanning.com/mike-bard

02/01/2022

We’re back and we have BIG news to share. The Sum is growing again! Meet Mike Bard, CFP®, CWS®. Mike brings decades of financial planning experience with him to The Sum.

Welcome to the team!

01/05/2022

https://www.woodlandsonline.com/npps/story.cfm?nppage=71939

The Sum recently added financial advisor Marc Laviage, CFP®, to its team of professionals, enhancing the capabilities of this rapidly-growing wealth management firm.

12/13/2021

Do you mind if we take a moment to brag about one of our team members? Meet Chris Melber, CFP®. From his research expertise to advice and operations, Chris brings so much to our team. And did we mention, he’s an excellent advisor too?
https://www.thesumplanning.com/christopher-melber

12/09/2021

Great things are happening at The Sum. Help us welcome our newest advisor Marc Laviage, CFP®! Marc brings a deep knowledge of financial planning to the team. We are thrilled that he has joined us! Stay tuned for more exciting news.

https://www.thesumplanning.com/marc-laviage

08/28/2019

It's been a busy year at The Sum! Listen in to hear how we got started. Special thanks to Alan and the crew for the invite!

The founder of The Sum shares how he achieved explosive growth with his firm.

02/13/2019

Read Michael Rahn, CFP® at The Sum provides clients with roadmap to financial success in The Woodlands Tx Business News on Woodlands Online

02/12/2019

Disrupting the way savvy investors plan!

Read Michael Rahn, CFP® at The Sum provides clients with roadmap to financial success in The Woodlands Tx Business News on Woodlands Online