Overview

We are a growing RIA based in Austin with a satellite office in Corpus Christi managing about $1B AUM and interested to continue to grow both organically and via acquisitions. We are a fee-only financial planning centric firm with a passion for managing its investments. Our broad range of advisors allows us to serve clients from accumulators to retirees ensuring solid multigenerational planning. We custody with Schwab and are open to other custodians.

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