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Passion, Integrity, Performance
Our core values drive everything we do as an independent and privately-owned wealth management firm dedicated to helping our clients meet their financial goals. We are a fiduciary who does not have the conflicts of interest often present at larger firms. We are 100% fee-only with no commissions or other compensation generated from the advice we give or the investment choices we make.
The firm provides goal-based financial planning and asset management by an experienced portfolio manager who has attained the Chartered Financial Analyst (CFA) and Certified Financial Planner™ certifications. Our fees are competitive while providing customized investment solutions and excellent service. We are located in Austin, but have clients across Texas as well as other states.
We never have custody of client assets. We work with Schwab Institutional who acts as custodian for our clients’ accounts. Your assets will be safely held in individual accounts in your name. You receive confirmation from the custodian of all transactions, have online access to your account, and receive paper or electronic statements.
More detailed information is available throughout this site. If our investment philosophy resonates with you, please contact us at 512-520-5966 or [email protected]