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10200 Richmond Avenue, Suite 252, Houston, TX 77042

(713) 621-8147
jeffrey.cardwell@ceteraadvisors.com
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Enjoy What You’ve Built, Have Clarity For What Comes Next

We help you replace retirement unknowns with clarity, structure, and confidence, so you can enjoy what you’ve earned.

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Experience Clear, Client-Centric Guidance, Without The noise

Experience Clear, Client-Centric Guidance, Without The noise

Duffy, Cardwell, Clark & Clarke is a Houston-based financial services firm offering fiduciary services and serving clients across the U.S. Clients come to us when the stakes feel high: during retirement, a career shift, a major liquidity event, or a new chapter that changes the way they think about money. We deliver truly custom portfolios and cutting-edge solutions to give you confidence, even through the unknowns.

When The Stakes Feel High,
You Deserve A Clear Plan

Our planning process is fluid and ongoing. It’s more than just gathering information, putting a plan in place, and checking in every now and again. It’s our continued communication that builds trust in, and comfort with, the strategy we build together. Your involvement with the process is an essential element in its success.

Our Approach

One Conversation Can Replace Your Second-Guessing. Let’s talk.

One Conversation Can Replace Your Second-Guessing. Let’s talk.

Our Services Simplify Your Next Decisions

Whether you’re preparing for retirement, managing concentrated holdings, or coordinating multiple moving pieces, our services are designed to keep the plan clear and usable.

Financial Planning

Tax Planning

Insurance Planning

Investment Management

Wealth Management

Retirement & Distribution Planning

Estate & Legacy Planning

Business & Succession Planning

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Who We Serve

Individuals & Families

Individuals & Families

Organize your financial life around your goals, timeline, and values. You’ll get a straightforward process and a portfolio designed for you.

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Pre-Retirees & Retirees

Pre-Retirees & Retirees

Model cash flow, pressure-test assumptions, and build a plan that helps you build financial confidence and enjoy what you’ve earned.

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Business Owners

Business Owners

Connect retirement goals, investment strategy, and long-range planning so decisions stay aligned as the business evolves.

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Newly Independent

Newly Independent

Regain control with a partner to help you get organized, understand your options, and move forward with decisions that fit your life now.

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How We Help

Build Clarity With Timely Insights

Our resources are designed to improve financial literacy, so you can understand the concepts behind the decisions, not just the recommendations. Feel more confident navigating markets, retirement, taxes, and the financial choices that come with every new chapter.

How Much Do I Need To Retire?

How Much Do I Need To Retire?

How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
Choose Your Own Retirement Adventure

Choose Your Own Retirement Adventure

Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?
Budget Check Up: Tax Time Is the Right Time

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

Live The Life You’ve Worked For With A Partner Who Can Guide

Ready to start planning your financial future? Get in touch today to begin charting your path forward.

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