Financial Advisors in Bastrop, Texas (Bastrop County)

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

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

At Stone Asset Management, we believe an effective financial advisor relationship is built on a commitment to personal attention.

We are an independent, fee only Registered Investment Advisor firm.

Our mission is to provide you with sensible and unbiased investment and financial planning solutions with the interests of our clients always first.

We will assist you in prioritizing and quantifying your goals, setting realistic expectations and implementing a disciplined and prudent investment and savings strategy.... 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

Scott Jacobsmeyer, CFP, MBA
Argent Wealth Management, Inc. is a Fee-Only Registered Investment Adviser providing comprehensive Wealth Management, Investment Advisory, and Financial Planning services to clients in Texas and nationwide.Why might Argent Wealth Management, Inc. be the right advisor for you?We are Fee-Only and have a fiduciary duty to our clients.We offer a range of services (from comprehensive to specific) and fee structures (annual, project, and hourly) to meet the varying needs of our clients. We (Scott and Susan) both work with all of our clients. This team approach provides greater depth of analysis and continuity of service. Please see the Advisor links (to the right) for more info about us.We believe the simplest solution that accomplishes the objective is usually best. Unnecessary complexity can be both confusing and detrimental to long term plan success.We invest a lot of time making sure we understand our clients' needs and our clients' understand our recommendations. In doing so we avoid surprises and build trust.We make investment recommendations based on risk tolerance, asset allocation, costs & fees, and tax efficiency (things we can control), not market timing and trying to pick hot stocks / funds (things we can't control). We recommend clients hold their accounts at Vanguard and mostly use index funds to implement their portfolios. We coordinate with our clients' othe... 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

With the current economic environment & more than 17 years of industry experience, many investors have found our team’s confidential no obligation risk audit, second opinion, & recovery strategy review extremely useful.

WHY WORK WITH US:
I started at Edward Jones 2003 after graduating from Texas A&M University & in 2008 I became a limited partner with the firm.

Since then, I have hired an outstanding, motivated, detail oriented, customer minded branch team, Megan McCoy & Melanie Goodwin.

Our mission in life, is to help affluent investors continue, maintain, & improve their hard earned standard of living for the rest of their life & pass that legacy on to their family.

WHAT WE DO:
We focus on professional financial strategies for affluent business owners, executives, entrepreneurs, families, & individuals.

We work as a financial quarterback, partnering & working in tandem with other professionals including CPAs, estate planning attorneys, & life insurance specialists. Our team can help determine the most appropriate financial strategy for you, your family, & your business.

We use an established process to gain a detailed understanding of your values & goals.

Together we can put a plan in place including but not limited to…
--Retirement Savings Strategies
--Selling Your Business
--Receiving an Inheritance
--Saving for the Dream Vacation Home
--College Savings Plans for Kids or Grandkids
--Long Term Care for Later in Life
--Life Insurance to Plan for the Unexpected
--Charitable Giving
--Leaving a Legacy

WORK WITH US TO:
--Develop, implement, & monitor a comprehensive wealth strategy.
--Make smarter decisions in today's uncertain political, economic, & social environment.
--Obtain a confidential no obligation second opinion, risk audit, & recovery strategy from a seasoned financial advisor.

CALL TO ACTION:
Let’s connect & schedule a confidential no obligation deep dive into your finances today.



http://www.edwardjones.com/brice-milliorn

COMMUNITY INVOLVEMENT:
I am a widely recognized leader in the local Brenham community, having served 6 years on the Washington County Chamber of Commerce Board of Directors, including a year as chairman of the board. I have also served for 14 years in the Blue Blazers Club, including 4 of those years as president. I am currently a member & past President of the Washington County Rotary Club, volunteer at Camp for All, & currently sit on their Camp Friends Board.... See More

Christine Nutt, CFP, MBA