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Stability. Strength. Wisdom.

Like the Mighty Oak, Your Financial Future Should Stand on Solid Ground


Planting the Seed For Healthy Financial Habits

At Any Stage in Life

We’re Bur Oak Wealth Management. A Houston, Texas-based financial planning firm dedicated to helping people nourish and grow the confidence needed to make sound, healthy financial decisions.

What Sets Us Apart?

Our Commitment To Both Your Financial Picture and You

To Us, Your Wealth Doesn’t Define You.

Because We’re Helping You Define Your Wealth

Growing your family, buying a home, switching careers, entering retirement - life’s biggest moments can have a significant impact on your entire financial landscape. So why work with an advisor who is only focused on your investments? Instead, we take a holistic approach to understanding your financial picture today, and how we’ll need to prepare it for tomorrow.

Our Firm at a Glance


No matter how many zeros your net worth has, we’re committed to bringing a caring, friendly and professional approach to understanding your specific needs.


It’s our hope that every time you walk out our doors, you’re leaving our office with a better understanding and more confidence in your financial situation.


Alongside knowledge and experience, we bring value to your financial life by helping you prepare for and address concerns well in advance.

Learn More About How We Can Help

See Our Services

Alexandre Murphy, CFP® Photo

Alexandre Murphy, CFP®

Financial Advisor

P: 832-815-9754 

With a passion for problem-solving, Alex finds great joy in helping his clients turn seemingly impossible complexities into manageable, simple solutions. He’s seen first-hand how easy and common it is for people to make irrational decisions about their money, leading to negative, long-term impacts on their financial wellness. That’s why he got into the business of helping people through creative problem-solving and sound, professional guidance. 

Whether meeting over the phone, in the office or via video chat, Alex is focused on making every client feel comfortable, calm and well-informed about their investments or other financial concern.

Experience & Designations

Alex has spent the previous six years working as a financial advisor for a large national brokerage firm. Before entering the industry, he earned his bachelor’s degree in Finance and Accounting from the University of Central Florida.

Alex currently holds his FINRA Series 7 through LPL Financial and his Series 66 through both LPL Financial and Golden State. Alex is also a Certified Financial PlannerTM, designated by the Certified Financial Planner Board of Standards, Inc.

On a Personal Note

When he’s not in the office, Alex enjoys kickboxing, cheering on the Houston Texans and trying out new restaurants with his wife in the Houston area.

Interested in Working With Alex?

Schedule a Time to Talk

Discover What We Can Do

For You & Your Financial Future

Comprehensive Financial Planning & Investment Management

While investments are an important part of any financial plan - we understand they’re not the only part. Whatever it is you’re looking forward to next in life, we’re here to help you get there.

Building Your Financial Confidence at Every Stage in Life

Growing Your Family & Career
Enjoying Today, While Preparing for Tomorrow
Finding Financial Independence

Taking Small Steps Together

Developing Simple Solutions to Your Biggest Concerns

Interested In Working With Us?

Here’s What You Can Expect

If you’re local to the Houston, TX area, we’re happy to meet with you in person at our offices, over a cup of coffee at your favorite shop or virtually if you’d prefer. For those living outside of Houston, we’re happy to offer remote meetings by utilizing today’s top screen-sharing applications.

Step 1: Discovery Meeting
Step 2: Review and Analyze
Step 3: Financial Planning
Step 4: Implement Recommendations
Step 5: Monitor Progress

Sound Like a Plan?

Let’s Get Started

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Dedicated to Serving Houston, Texas and Beyond

Get in Touch With Our Firm Today

Whether you have a question or you’re looking to take the next step in working with an experienced, dedicated advisor, simply fill out the form below or schedule a meeting to get started.

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