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We are Fee-Only advisors.

Our clients compensate us directly. There are never any hidden fees. 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.

*Registration does not imply a certain level of skill or training.

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.


The CFP® certification is the highest standard in personal financial planning.

Everything we do starts with learning about you – your goals, your dreams, your concerns. Clients come to us for unbiased advice on:

  • Wealth Preservation, Protection & Transfer
  • Diversified Cost-Effective Investment Strategies
  • Retirement and Cash Flow Planning
  • Saving for College
  • Tax Mitigation Strategies
  • Insurance Planning