# Greenbriar Financial Services

Greenbriar Financial Services is a Bank / Wealth / Trust based in Houston, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Houston, United States
- **Region:** North America
- **Address:** Houston, TX, United States
- **Assets under management:** Undisclosed
- **Website:** greenbriarfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/greenbriar-financial-services-inc.

## Regulatory record

- **Reports private funds:** No

## About

Greenbriar Financial Services maintains its headquarters in Houston and provides financial planning, investment management, tax and estate planning, and retirement planning. It serves individuals, high-net-worth families, trusts, charities, and privately held businesses. Portfolio construction spans equities, fixed income, and alternatives, with allocations undisclosed, and the firm applies tax-sensitive strategies that integrate estate planning. Its client base centers on Texas and the US Sun Belt, while team size, assets under management, and any related philanthropic or club affiliations remain undisclosed.

## People

- Patrick Reagan — Investment Manager

## Questions

### How does Greenbriar Financial Services handle tax and estate planning for business owners?

The firm explicitly lists tax and estate planning among its core service lines, targeting both individuals and privately held businesses. This commonly includes buy-sell agreement structuring, succession planning, and integration of retirement plans with estate documents — though Greenbriar does not publish case studies or named methodologies. A prospective business-owner client should confirm whether these services are delivered by in-house credentialed professionals or through external partner networks.

## Related profiles

- [Greenberg Financial Group](https://altss.com/profile/greenberg-financial-group)
- [Greenbush Financial Group](https://altss.com/profile/greenbush-financial-group)

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Last updated: 2026-07-11T16:24:54.000Z

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