All of the financial options,
without the pressure.
Make financial decisions that make sense to you.
Solutions Designed for Your Unique Stage in Life
Financial Planners based in Austin, Texas
serving clients everywhere.
Each stage of life and business has its own set of goals. Your financial plan should be designed to meet them.
Which Life Stage Are You In?
Age
How We're Different
What sets us apart
No sales pressure.
There is no sales pitch, no obligation to invest or buy insurance. Our business is advice.
We start with a plan.
We don't start by moving your money. We start with a comprehensive plan.
You receive advice on ALL areas of personal finance.
Instead of only advising you about insurance and investment products, we advise on important subjects overlooked by our industry — cash flow planning, debt strategy, and liquidity management.
You will see the results of your work.
Advice without action is not very helpful. We follow up until changes are done correctly.
You receive proactive tax advice.
Proactive tax advice is the only way to ensure tax-saving changes take place in time to be effective. We engage in tax strategy throughout the year with our clients.
Risk management is more than just insurance.
Avoiding risk requires more than an insurance policy. We work with you to answer the question 'What could go wrong?'
Your estate plan is more than a Will.
We simplify the concepts that traditional firms present as complex and only meant for elite investors.
You have multiple ways to invest.
We offer a range of investing styles because there is not one correct way to invest. Our investment portfolios fit different types of investors, from very traditional to maximally diversified.
Our fees are customized to your situation.
Our fee schedule is flexible to adapt to the type of service you actually need.
When you hire us, you hire a team.
We build a team around every client. This means our service does not depend on the availability and effectiveness of one individual.
Our Team
We are more than a combination of industry titles:
Financial / Money / Investment / Wealth
+
Planner / Manager / Advisor / Consultant
We are a team of professional educators, advocates and guides at the center of your financial world.
Our Team of Financial Experts
Our process has been fine tuned over 15 years to consistently identify the most impactful financial decisions. We call these 'Aha' moments.
You
Your AWM Team
Advisor
Other Professionals
Built on Five Pillars
Advocacy
We pursue your interests
When it comes to your finances, you deserve someone who steps into your shoes, assesses your overall financial health, and makes recommendations in your best interests.
Education
No sales pitch, just education
You don't need a PhD, but a 101 will make you more independent and more likely to succeed. We use illustrations and analogies to make complex concepts easier to grasp.
Systems
We coordinate practical strategies
We build organized, practical systems that coordinate your cash flow, investments, taxes, and insurance — so every piece of your financial life works together.
Accountability
Accountability leads to progress
Both advisor and client should be accountable to executing the strategy. Accountability is the glue that keeps you on track toward your most important financial objectives.
Adaptation
We integrate new information
Life changes, markets shift, and laws evolve. We continuously review your plan and adapt our recommendations as new information emerges — so your strategy always fits your reality.
You can't make the right financial decisions without the right information.
How much better would you feel about your financial situation if you had a better handle on the core concepts behind investing, budgeting, insurance, debt and taxes? You don't need a PhD, but a 101 will make you more independent and more likely to succeed.
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