Broker Check

Meet the Team

At our firm, we have the client—and only the client—in mind.

World Financial Advisors is an independent financial services and wealth management firm conveniently located in the Galleria/Uptown area in Houston, Texas. We are committed to helping people pursue their financial goals and offer a wide range of financial products and services to individuals and business owners. Our firm is family-owned and fully independent. At all times, you work directly with two generations of our family-and you always will. Independent advice from our family to yours.

At our firm, we have the client—and only the client—in mind.

Our approach and customized programs are designed to help grow and preserve your assets by delivering personalized service and experience. We are committed to building long-term relationships that you can trust to guide you on the journey through the dynamic changes in your financial life.

Like most successful businesses, our philosophy has evolved over time and gradually into what we are today. We believe financial planning is a process, not a product.

* Financial Advisors do not provide specific tax/legal advice. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.
*Marla Levine is not registered with Osaic Wealth, Inc.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.