We work with individuals and small business owners on planning, investment management, and tax strategy. Our goal is to help you build and protect wealth without the complexity most financial firms throw at you.

We typically work on a fee basis tied to assets under management or a flat fee for specific projects, depending on what makes sense for your situation. We'll lay out the costs upfront so there's no guessing.

We're based in Austin but can work with clients across Texas and beyond, mostly through phone and video calls. If you need in-person meetings, we can arrange those when it makes sense.

We can usually get you scheduled within a few business days, and we'll have a solid plan in place after our first couple of meetings. The whole process moves at whatever pace works for you.

Just bring a general picture of your finances—account statements, tax returns, whatever you have handy. We'll ask questions and figure out what we actually need from there.

That depends on your needs and what we agree to, but most clients hear from us quarterly or when something important changes. We stay in touch without being pushy about it.