(832) 835-6403

Markets can be scary.

Leverage our experience from past down markets to help you understand and meet your financial planning goals.

Schedule a no-cost complimentary portfolio analysis & financial planning session.

Please select a time slot that works best for you in the calendar below. You should receive an email confirmation once appointment is scheduled. If you have any difficulties, please call the following phone number: 832-835-6403

Learn more about us

Monte C. Byrd, Founder & President

Mr. Byrd has more than 31 years of experience in financial advisory services. He holds the Chartered Financial Consultant and Chartered Life Underwriter designations, as well being an Accredited Investment Fiduciary.

Caleb G. Byrd, Financial Consultant

Mr. Byrd graduated from Baylor University in 2016 with degrees in Real Estate and Entrepreneurship and holds the Series 65 License.

Apply 30+ years of experience and decades of research to shape your financial path using our hands on, consultative approach.

Obtain an in-depth analysis of your portfolio and explore different approaches to accomplish your goals.

Take advantage of the opportunity to sit down and discuss your future goals and outline some key strategies for achieving them with an all-encompassing, cohesive and holistic financial plan.

News and market insights

Make your finances simple!

No commissions. No transaction fees.


Investment advisory services offered through M.C. Byrd Wealth Management.

We are licensed to sell insurance products in the following states of:
Louisiana (LA), Texas (TX).

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Contact Us

M.C. Byrd Wealth Management

18 N Harris St, Bellville, TX 77418, United States

(979) 865-0660

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