We are an Austin, Texas-based, fee-only fiduciary investment advisor firm with CFA Charterholder leadership, which means we are obligated to place your interests above ours. We do not receive any commissions as we do not recommend or sell annuities, mutual funds, life insurance, etc.
We encourage you to please compare our services with other advisors: our differentiated value proposition will become clear. We have created a list of 23 questions that we think all investors should ask of their current or future advisor. Please contact us to ask us these questions, or any others; we are passionate about the benefits that low fee, tax efficient, 21st century investing can provide to help you achieve your financial goals.