Find financial confidence and clarity

Partner with our team of knowledgeable advisors to build a comprehensive financial plan tailored to you and your unique goals.

LEARN HOW

Financial planning so you can do what
you love with the ones you love

We are a values–based financial planning firm, built on the core belief that ‘TWO ARE BETTER THAN ONE’. Our dedicated
team of advisors strive to simplify the complex so you can focus on what matters most.

Trusted Expertise

Our team-oriented approach allows us to leverage our collective expertise, so we can deliver solutions and strategies you can feel confident in.

Creating Clarity

We believe that financial success is about more than just numbers – that's why we start by getting to know you. With our guidance, you'll have a clear understanding of where you are and next steps to reach your goals.

Simplifying Finances

We simplify the financial planning process by providing you with the tools and knowledge you need to make informed decisions.

START THE PROCESS

Creating Community,
Simplifying Lives.

We get to know you and your goals to build out a unique financial plan that fits your needs and circumstances. As your partners, we’re here to provide you with guidance while simplifying the process. 

The partnership doesn’t stop there.
 

Whether it’s sending your kids to college, booking the dream vacation, handling unexpected curve balls, or retiring to spend time traveling, your team at 49 will work with you to ensure you’re always making informed decisions about your finances.

We’re with you every step of the way.

Your Team
at 49 Financial

49 Financial has selected Charles Schwab & Co., Inc. as primary custodian for our clients’ accounts. By using Schwab as primary custodian, 49 Financial has access to a wide range of products and services that help us serve our clients, including:

  • Full range of investment products and trading services
  • Technology and service support
  • Wide array of investment account types including retirement accounts, charitable giving, and education accounts
  • Full range of investment options such as stocks, mutual funds, bonds, exchange traded funds, CDs and other investments.
 

What's your next step? Let's find out together.

Professional
I’m a business owner or executive looking to manage investments and grow assets.
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Pre-Retiree
I’m looking to protect the wealth I’ve built while continuing to build a secure financial future.
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Retiree
I’m looking to preserve my legacy for future generations and maintain my financial health.
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Private Wealth
I’m a high-income earner with complex financial needs warranting specialized assistance.
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Certain appropriately licensed individuals are registered to offer Investment Advisory Services through 49 Wealth Management, LLC (“49WM”), an SEC Registered Investment Adviser. 49WM does not provide tax or legal advice and is not a certified public accountant. Any decisions on whether to implement any ideas on this website should be made by the client in consultation with professional financial, tax, and legal counsel.

This site is published for residents of the United States only. Investment Advisor Representatives of 49WM may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the 49WM Compliance Department at (512)241-7341.

These materials have been independently produced by 49 Financial. 49 Financial is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. 49 Financial provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.

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