We are Fee-Only advisors.
That means that we don't have hidden fees or charge commissions. We are committed to transparency in all our relationships.
We are Independent.
Established in 2004 in Austin, TX by Austin native Morgan Stone, we are an independent Registered Investment Advisory* firm. As an independent firm, we are free from conflicts of interest associated with proprietary financial service firms.
We are a Fiduciary firm.
As CFP® professionals, we embrace a fiduciary obligation to our clients, committing to put your interests first, over and above our own.
We are CERTIFIED FINANCIAL PLANNER™practitioners
The CFP® certification is recognized as the highest standard in personal financial planning.