Financial Advisors in Round Rock, Texas (Williamson County)

Louis Kokernak, CFA, CFP
Haven Advisors is committed to your future. We don't sell financial products. We design a financial plan that includes a diversified asset allocation tailored to your personal situation. Our principal, Louis Kokernak, is an experienced financial planner who has been helping individuals like you since 1995.
The cornerstone of our life savings strategy is passive investing. Our job is to craft an asset allocation strategy for you that utilizes indexed mutual funds and exchange-traded funds. Diversification and simplicity are the hallmarks of an efficient investment portfolio.... See More

We are an organization born out of a need to make the financial industry honest. 90% of so-called "advisors" are still commissioned salespeople selling products under the guise of "advice." Our clients receive knowledgeable advice from a holistic standpoint. Our advisors adhere to an oath to serve as your fiduciary.... See More

Jennifer Failla, CDFA, CFP, CRPC, MS
As fiduciaries, Strada helps families solve complex family, financial matters around marriage and divorce.

Eric Rabbanian, CFP, JD, MBA

Established on Black Monday, October 19, 1987 by Mark Coffelt. Mark is the Chief Investment Officer and author of the computer programs used to evaluate equity securities. Empiric focuses on a highly structured, quantitative, and empirical (SQE) process to picking stocks. Mark Coffelt received his MBA from the Wharton School at Penn University.... See More

R. Douglas Pauley, AIF, BS, CFP, MBA
Pauley Financial is a Registered Investment Advisor with offices in the Austin, San Antonio,and Dallas-Fort Worth areas. Our business: Help people make important life choices. We provide objective, integrated planning solutions for people looking to simplify their lives, make informed financial choices, and leave lasting legacies. Our approach: We seek to be our clients' "most trusted advisor," integrating a customized investment plan to our clients' estate, tax, and insurance plans. To that end, we take a proactive role in helping clients plan for and address issues before they arise; as well as standing ready to assist when issues surface - be they small or large.... See More