BirdRock Asset Management

Gunter Financial Services

At Gunter Financial Services, our team of financial advisors and Certified Financial Planner professionals have over 60 years of combined investment experience. We specialize in wealth management for individuals, and institutional investment consulting and management for retirement plans, endowments, and foundations. For individual wealth management, we provide comprehensive financial planning and asset management tailored to meet the specific needs and goals of our clients. In the institutional space, we offer Central Texas businesses a customized financial wellness program for their employees, which includes an objective assessment of the current plan structure, the implementation of a revised retirement program (if needed), and ongoing plan monitoring and maintenance. Our process maintains a comprehensive fiduciary standard. Gunter Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc., which offers securities through Raymond James Financial Services, Inc., Member FINRA/SIPC, and investment advisory services through Raymond James Financial Services Advisors, Inc.

BirdRock Asset Management

At BirdRock Asset Management, we provide a comprehensive approach to wealth management for individuals in transition. Our team specializes in helping our clients make a smooth transition from one job to another, guiding them through the process of re-evaluating their 401Ks. We also assist women facing divorce and business owners planning to sell their businesses. Our goal is to provide our clients with individualized asset management and wealth growth strategies that are tailored to meet their unique needs. Our team of experts have the expertise and experience necessary to design customized plans that maximize the value of your investments. If you would like to learn more about what we have to offer, please don't hesitate to give us a call today. No matter what your needs are, we will do our best to provide you with the top-notch service that you deserve.

Burt Wealth Advisors

For more than 25 years, Burt Wealth Advisors has served as a trusted partner of high net worth individuals and families wishing to protect and grow their assets. We pride ourselves on our individualized approach to asset management as well as our commitment to putting our clients' interests first and foremost. We take an objective and proactive approach, bringing proven expertise to bear on every aspect of a client's wealth--from accumulation and growth through preservation and distribution. Since our founding in 1985 by Dr. Marvin Burt, the firm has been managing money for individuals, families, trusts, and corporations. It currently manages $380 million in assets as of June 30, 2011. Fred Cornelius, CFA, CFP, our current president and CEO, joined the firm in 1991. Our other lead advisors, Maria Cornelius, Todd Growney, and Larry Attanasio, are all CFPs with between 15 and 25 years of experience in the financial industry.

True Root Financial

At True Root Financial, we are a fiduciary financial advisor with 19+ years of experience at renowned firms including Goldman Sachs and BlackRock. We provide comprehensive services such as investing, tax planning and wealth management for business owners, physicians, tech professionals and high-earning individuals. Our mission is to help our clients achieve their life goals with unbiased, ethical and legal advice. We are a fee-only advisor, which means no commissions and no product pushing. Our team of experienced advisors have the professional knowledge and specialized skills to customize strategies that fit the needs of our clients. With our expert guidance, you can trust that your investments, taxes and wealth are in good hands.

Concierge Wealth Management

Concierge Wealth Management is Your Financial Concierge - a boutique firm dedicated to serving the needs of families and individuals looking for unbiased, holistic financial planning advice. The majority of our clients come from the Boston area, but with the use of phone and video conferencing technology, we have a network of clients all across the country. We help you Plan, Prosper and Empower. Our objective is to be Your Financial Concierge by figuring out what is truly important in your life. We understand money as a tool to help you achieve your goals. We are dedicated to joining you in this journey. We provide our customers with a personal Wealth Concierge to create a personal financial and investment plan tailored to their objectives. This is what we call the Plan, Prosper, Empower approach. If you would like to contact us, please make use of the Schedule Meeting or Become a Client section on our website. Securities and Advisory services are provided through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.

Manna Wealth Management

When it comes to making sure that your future is secure, you should always turn to a professional. That’s why people have doctors, dentists, and lawn care specialists - because these are all important parts of life. Financial advice is no different, and for many, working with a Financial Advisor is the best way to achieve their long-term financial goals. Manna Wealth Management provides individuals with the tools they need to make smart financial decisions, and this article will help you get started. At Manna Wealth Management, our mission is to provide clients with comprehensive financial planning and investment management services. We offer a wide range of services, from retirement planning and estate planning to insurance and tax planning. Our team of experienced advisors also provides guidance on investments, risk management and budgeting. With our help, you can take control of your financial future and reach your goals.

Diesslin Group

Diesslin Group, Inc. offers fee-only financial advice and wealth management to individuals, their families, small businesses, estates, trusts, endowments and foundations. Our goal is to provide our clients with objective and unbiased guidance without any incentives or commissions. As an independent and privately-owned firm, we prioritize customers’ needs and interests. We can assist in protecting and growing our clients' wealth, realizing their family values, creating portfolios tailored to their investment and income needs, and ultimately helping them reach their financial objectives. We can collaborate with existing professional advisors and employ a wide range of experts such as attorneys, accountants, pension administrators and insurance agents to deliver custom financial solutions.Our services include: - Financial planning and investment advice for individuals, couples and families- Business entities and Trusts- Small business owners- Charitable foundations and endowments

Charles Schwab

Charles Schwab started an investment firm with a revolutionary mission to put their clients first in everything - from core values and beliefs to products and services. This has made Schwab a leader in wealth management for over 40 years, offering a wide range of personalized financial advising, retirement planning, and expert research. They also provide complimentary workshops on topics from investing basics to complex trading strategies. Schwab is dedicated to helping their clients make informed decisions and build lasting wealth. The team at Schwab is committed to providing the best service and support for their customers. Their brokerage products are designed to help clients make informed decisions about their investments without sacrificing safety or security. Clients can count on Schwab's experience and expertise to guide them through the complexities of the market. All of Schwab's products are backed by the promise that they will never put profit before their clients - always putting them first.