About M.C. Byrd Wealth Management
Financial planning for families and business owners with complex needs.
Meet the M.C. Byrd Wealth Management Team
Monte C. Byrd
FOUNDER AND PRESIDENT
For more than 35 years, Monte Byrd has helped business owners, professionals, retirees, and families make informed financial decisions with confidence. Since 1987, he has been serving clients throughout the Greater Houston area by providing objective, personalized financial guidance focused on long-term financial success.
As a founding partner of M.C. Byrd Wealth Management, Monte works with clients on comprehensive financial planning, investment management, tax-efficient wealth strategies, retirement planning, estate planning coordination, business owner planning, and the Texas Optional Retirement Program (ORP). As a fee-only fiduciary advisor, he believes financial planning should always be transparent, objective, and aligned with each client's best interests.
Monte earned a Bachelor of Business Administration in Finance from Baylor University in 1986 and holds the ChFC®, CLU®, AIF®, NQPC®, and CEPA® professional designations. For the past two years, he has served as a guest speaker and panelist at Texas Medical Association events, sharing insights on financial planning and retirement-related topics.
Caleb G. Byrd
FINANCIAL CONSULTANT
Caleb Byrd helps individuals, families, and retirement plan participants simplify complex financial decisions through personalized financial planning and investment management. As a Financial Consultant at M.C. Byrd Wealth Management, he works closely with clients to develop strategies that support their long-term financial goals.
In addition to comprehensive financial planning and investment management, Caleb serves as a plan advisor for employer-sponsored retirement plans, including 401(k), 403(b), and the Texas Optional Retirement Program (ORP). He is committed to providing objective, client-focused guidance that helps individuals and organizations make informed financial decisions with confidence.
Caleb earned bachelor's degrees in Real Estate and Entrepreneurship from Baylor University and holds the Series 65 license, along with the CPFA®, NQPC®, and CEPA® professional designations.
Edith Moreno
DIRECTOR OF OPERATIONS
Edith Moreno serves as Director of Operations at M.C. Byrd Wealth Management. She oversees internal operations and supports the firm’s day-to-day execution, working closely with advisors and clients.
Edith joined the firm in 2016, holds the Series 65 license, and earned a BBA in Finance from the University of Houston–Victoria. She is fluent in English and Spanish.
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