(830) 609-6986

Meet With An Advisor

LARGE ENOUGH TO SERVE.
SMALL ENOUGH TO CARE.

We realize today a person can buy any financial product like stocks, bonds, mutual funds, annuities or a bank CD at any online company, wirehouse financial firm, or bank down the street. CIS Wealth decided a long time ago that we are not just about products or the latest interest rate. Instead, we are about relationships and providing our clients with impeccable service along with offering many great financial products.

LARGE ENOUGH TO SERVE BUT SMALL ENOUGH TO CARE

We realize today a person can buy any financial product like stocks, bonds, mutual funds, annuities or a bank CD at any online company, financial services firm or bank down the street. We decided a long time ago that we are not just about products or the latest interest rate. Instead, we are about relationships and providing our clients with impeccable service along with offering many great financial products!

OUR GUIDING PRINCIPLES

CIS Wealth Management abides by five main principles, each of which allow us to run our business to its fullest capabilities, as well as serve our clients with the utmost care.

We are accountable to God and following Biblical guidelines 7 days a week, 24 hours a day. We are accountable to our clients to be upfront about fees, expenses and risk associated with investing, financial planning and wealth management.

We are accountable to our industry. All financial advisors of CIS Wealth Management Group are accountable to the Financial Industry Regulatory Authority (FINRA), the Texas State Securities Board, the U.S. Securities and Exchange Commission (SEC), and our broker-dealer Cetera Advisor Networks LLC.

We are responsible to our clients, to be there for them when they need us for any reason, and for providing world class service. We strive to be accessible ​and approachable. We are proactive in our communication to our clients with monthly newsletters, educational events, periodic phone calls to check in, and annual financial assessment reviews.

We are committed to excellence. This means always striving to be the best in everything we do. We strive to offer the best financial planning, investment management and wealth management services. We seek education for ourselves and offer education for our clients. We pursue the latest technology and systems, keeping up to date with the ever changing breakthroughs. We offer efficient customer service and proactive communication.

We believe in establishing roots in our community for the benefit of our clients so they will know who is serving them, and they can build a relationship of trust over many years. Those who work at CIS Wealth Management Group are active in their communities through their local churches and non-profit organizations.

The founder of CIS Wealth Management Group is Bob Barber, a 6th generation Texan and member of “The Sons of the Republic of Texas”, who has been in business since 1984.

We believe in absolute Biblical truth that never waivers. We believe in the 10 Commandments, that we should love God with all our heart, soul, and mind, and love our neighbor as ourself.​ We offer services with integrity, not because of outside influences that keep us accountable, but because of the personal beliefs we hold, and  we are internally motivated to the strong moral principles to which we adhere.  We wouldn’t be CIS Wealth Management Group with the first word of our name being “Christian” if we weren’t going to back up our name with our actions.

Bob Nate and Mary Jo

Schedule a complimentary 15 minute call today.

Learn more about CIS Wealth and how to get started.

VALUES BASED INVESTING

We integrate Biblical guidelines within our investment portfolios using screening processes to make sure your investments line up with your Christian values.

Learn more >>

WHO WE ARE

We are a Christian advisory, financial planning, and investment management firm of experienced professionals ready to serve you.

Learn more >>

CLIENT BENEFITS

We offer holistic wealth management with a team of experienced professionals all under one roof dedicated to serving you.

Learn more >>

HOW WE ARE PAID

Our simple fee based approach takes away any potential conflict of interest or influence a large investment company could have over us.

Learn more >>

YOU CAN INVEST WITH YOUR BIBLICAL VALUES

Our firm can create a unique investment portfolio for you utilizing Christian principles.

YOU CAN INVEST WITH YOUR BIBLICAL VALUES

Our firm can create a unique investment portfolio for you utilizing Christian principles.

1. Make An Appointment

We would love to get to know you and learn more about your financial goals.

2. Tell Us Your Financial Goals

Together, with a personal assessment, we can chart a roadmap of your financial vision for the future.

3. We’ll Make Your Plan A Reality

You are now ready to begin your personal journey towards pursuing your wealth management goals.

READY TO START YOUR FINANCIAL JOURNEY WITH CIS WEALTH?

We have 3 easy contact methods!

OPTION 1

Call Us At (830) 609-6986

OPTION 2

Fill Out The Form Below

OPTION 3

Schedule An Appointment Now

GET IN TOUCH