Our Firm

Company / My History

James E. Bashaw & Co. is a Houston based financial services firm that provides investment management, financial planning, college planning and estate planning.  Founded in 2001, James E. Bashaw and Company is an Branch Office for Independent Financial Group, a FINRA member.   James E. Bashaw & Co. provides proprietary, confidential planning solutions to families across the United States.  The firm does not have a minimum OR maximum account size.

Community Involvement

James E. Bashaw & Co. is active in the Community.  James E. Bashaw & Co. employees serve on such committees as the Catholic Endowment Foundation of Galveston Houston, the Houston Livestock Show and Rodeo, Catholic Charities of Houston, The Huntington’s Disease Society of America, Casa de Esperanza de los Ninos, Nick Finnegan Counseling Center and many others. James E. Bashaw & Co. and their employees have helped to raise over $100 million for Houston Charities since 2001.

Philosophy

The Doctor’s Advisor is a Houston-based financial services firm. Our mission and guiding philosophy is to provide the highest quality private banking services to families and institutions. Our goal is to offer a consistent level of professional service and sound financial advice in a uniquely personal atmosphere. In today’s challenging climate, we strive to separate ourselves from other competitors by bringing objective unbiased and customized financial advice and service to our customers.

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