Our Story
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1987A Vision Takes Root
Theresia Koepp establishes the foundations of what would become Koepp Advisors, beginning her career as an independent financial consultant in Texas. Her early mission: make financial guidance simple, ethical, and personal.
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1992From Practice to Partnership
As her client base grew, Theresia formalized her practice into a small advisory partnership, focusing on retirement planning and wealth management for local families and small business owners.
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1998Expanding Expertise
The firm broadened its scope to include investment strategy, stock portfolio design, and business financial consulting—laying the groundwork for a more holistic advisory model.
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2004Becoming Koepp Advisors
The firm officially rebrands as Koepp Advisors, reflecting a transition from a regional practice to a full-service financial advisory firm serving clients across Texas.
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2010A Fiduciary Standard
Koepp Advisors adopts a fee-only, fiduciary model, aligning all advisory recommendations solely with client interests—no commissions, no conflicts of interest.
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2018A Broader Horizon
The firm expands its services to include comprehensive wealth management and trading strategies for high-net-worth individuals, while maintaining its commitment to accessible planning for all.
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2021Strengthening Client Relationships
Koepp Advisors launches a new client experience framework, combining proactive communication, quarterly reviews, and personalized digital dashboards.
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2024Building the Future of Financial Guidance
Today, Koepp Advisors stands as a trusted name in financial planning and investment strategy. With decades of experience and a forward-thinking approach, the firm continues to help clients build wealth, preserve legacy, and achieve financial freedom with confidence.
Our Core Values
Our core values are the foundation to our relationships, decisions, and why we succeed.
Our Commitments
We know trust is built over time by doing what we say you are going to do.
CEO's Message
At Koepp Advisors, our journey from 1987 to today has been guided by one simple belief — trust builds lasting wealth. We’ve grown with our clients, helping them make informed, confident decisions through every financial season. As we look ahead, our commitment remains unchanged: to provide clarity, strategy, and confidence for your financial future.