Charis Legacy Partners

Located in Houston, Texas

Address: 1716 Briarcrest Dr Suite 300, Bryan, TX 77802, United States

Phone: +1 979-406-7875

Rating: 5

Review 1 (2025-02-23 - Rating: 5)
Scott Monk was incredible! He was super helpful in educating me and my husband. He allowed us to shared our financial goals/dreams specific to us, and then worked with us to create and plan that was attainable and applicable. Scott is gifted in what he does and made us feel more empowered financially!

Review 2 (2025-01-29 - Rating: 5)
Scott is incredibly knowledgeable and astute, he pointed out things we would never have considered. We never felt like he was pushing us toward a decision, just that he was doing his best to give us the tools to succeed. Highly recommend Charis Legacy Partners for anyone looking for sound, realistic, and personal financial counsel.

Review 3 (2025-01-29 - Rating: 5)
Scott was so helpful in providing a financial plan and giving us so much peace during it all! He answered all of our questions thoroughly. We feel much more prepared for the future! He also is an overall amazing and genuine person.

Review 4 (2024-08-29 - Rating: 5)
Scott was super friendly, thorough and informative. After we explained our current situation, he realized we actually would benefit more from a specific type of financial advisor experienced with our special circumstances and was able to recommend several folks who are this specific type of financial advisor. Truly appreciated his honesty and expertise in recommending who best can help us. Would highly recommend!

Review 5 (2024-08-28 - Rating: 5)
Scott is very hands-on in helping my family and me reach our financial goals. He breaks it down step by step, simplifying complicated financial stuff so I can even understand it. Im working with Scott currently and highly recommend anyone looking for a financial planner to work with him as well.

Review 6 (2024-05-10 - Rating: 5)
Scott is a terrific financial professional.My wife and I needed someone to help us plan for a retirement 3 years out and Scott was a huge help. He is now managing our portfolio.Scott has a very kind way about him and speaks in terms anyone can understand.I wholeheartedly recommend Scott!

Review 7 (2023-05-08 - Rating: 5)
I wanted to give a huge shout-out to Scott with Charis Legacy Partners. He does an amazing job guiding my husband and I through an array of financial decisions as well as plans for our retirement. He is not only extremely knowledgeable, but also very patient, down to earth, and able to explain scenarios in ways that are straightforward and understandable. I appreciate his honesty, integrity and sincere concern for our financial stability and preparedness. I would highly recommend Scott to anyone looking for a top-notch financial planner who truly cares.

Review 8 (2025-01-29 - Rating: 5)
Very helpful plan and an even better guide through it all! This is a great resource for Young couples who are seeking financial guidance.

Review 9 (2023-05-10 - Rating: 5)
Scott, with Charis Legacy Partners, walked my wife and I through a comprehensive financial plan, that has served as a north star in our finances. Scott listens to your goals, and customizes a plan to help you reach those goals. He teaches you about finances instead of just telling you what he thinks you should do. He is honest and a pleasure to work with. I highly recommend his services!

Review 10 (2023-05-03 - Rating: 5)
I have really enjoyed working with Scott. He takes the time to patiently explain the why behind what he is recommending, and he does a great job of breaking complex topics down into laymen’s terms. I am learning more about personal finance and investing from him at age 64 than I have my entire life!

Review 11 (2023-06-09 - Rating: 5)
Scott with Charis Legacy Partners is extremely knowledgeable, kind, and helpful with reviewing and setting financial plans. We wanted to make sure that what we were already doing was on target, as well as make some decisions for the future. Scott walked with us through all of it graciously and patiently, and taught us a LOT along the way. I highly recommend Scott and Charis Legacy Partners.

Review 12 (2023-12-31 - Rating: 5)
Scott Monk at Charis set up a retirement plan for my wife and I that is comprehensive. He patiently explains investment terms in words and concepts that we understand, and I am sleeping better with his continued oversight of our investments.

Review 13 (2023-05-11 - Rating: 5)
Scott has a wealth of knowledge and was so helpful for our family financial planning! With 4 kids, we really needed his expertise and appreciate his kindness while working with our family!

Review 14 (2023-05-08 - Rating: 5)
Scott does a great job of taking time to clarify where we are financially compared to where we want to be in the near future. His patience in answering all of our questions, and clearly explaining the various scenarios to consider, truly gives us confidence with how we want to move forward.

Review 15 (2023-11-20 - Rating: 5)
Working with Scott has been great - we feel much more comfortable about our retirement and investment strategy than ever before!