I've had a lot of first-hand experience with the work and business practices of other financial advisors over the past 15+ years. This has come not … Read More
Independent Fiduciary
We are held to a fiduciary standard that obligates us to work in your best interests.
Fee-Only Financial Planning
We never receive commissions from our recommendations. We focus on advice, not sales.
Flexible & Remote Friendly
We can work with you remotely and outside typical 9-5 business hours.
Invest Like a Rat
In the October 2013 issue of Research Magazine, Bob Seawright writes about a study mentioned in the book Expert Political Judgment. The study involved … Read More
Common Investment Mistakes During a Market Downturn
As humans we feel about twice as much pain from losing money as we feel pleasure from gaining money. … Read More
Our Affiliations
CONTACT US
(210) 587-6433 (San Antonio)
(512) 355-1111 (Austin)