CEO/Financial Planner / Financial Advisor in Austin, Texas

Gap Financial was established to give everyday people access to what is normally reserved for the ultra wealthy. We believe everyone deserves access to an innovative balance of institutional investment options and unbiased planning advice. We value objectivity, integrity and transparency. So we act as a fiduciary, providing independent investment management and fee-only financial planning tailored to the individual needs of all phases of life. We create personalized investment solutions, with a disciplined process to select, monitor, and adjust your investments so your plan stays on track despite life's ups and downs.

Specialties

3(38) and 3(21) Fiduciary Services 401K Consulting 401k Rollover Advisory And Investment Management Certified Financial Planner CFP ® Charitable Planning College Planning Comprehensive Financial Planning ETFs Fee Only Fee-Only Fiduciary Financial Planning Financial Planning Advice And Services Income Tax Planning Independent Investment Advisor Investment Consulting Investment Management Investment Services IRA Mutual Funds Option Income Passive Investment Strategies Professional Wealth Management Registered Investment Advisor Retirement Distribution Plan Retirement Income Planning Retirement Planning Rollover Of 401k Or IRA Socially Responsible Investments Stocks Wealth Management
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