Our Team

Our Teamadmin2024-12-06T08:54:11+00:00

Our Team

The Doctor’s Advisor is a Houston based financial services firm that provides investment management, financial planning, college planning and estate planning. Founded in 2024, The Doctor’s Advisor is a Branch Office for Independent Financial Group, a FINRA member. The Doctor’s Advisor provides proprietary, confidential planning solutions to families across the United States. The firm does not have a minimum OR maximum account size.

James E. Bashaw

Founder & Chief Executive Officer

713-552-0505
[email protected]

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Alex Creede, CFA

Co-Founder & Financial Advisor

713-552-0505
[email protected]

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5701 Woodway Dr., Suite 330
Houston, TX 77057

Phone: 713-552-0505
Fax: 713-622-0493
[email protected]

Securities offered through Independent Financial Group, LLC – member FINRA/SIPC and Investment Advisory Services offered through Independent Financial Group, LLC a SEC Registered Investment Advisor. James E Bashaw & CO may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. This site and the content herein are subject to certain Legal Notices. Please see “Legal and Privacy”

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JAMES E. BASHAW & CO. and IFG are unaffiliated entities.

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Licensed to sell securities in the following states: Texas, Georgia, Tennessee, South Carolina, DC, Louisiana, Colorado, Maryland, Flordia, Illinois, and Pennslyvania