Our financial advisors are driven for impact. We have a ‘team sport’ mentality and believe that TWO ARE BETTER THAN ONE. Your success is propelled by leveraging the collective expertise of peers and industry experts.
49 Financial is honored to have been recognized as a Great Place to Work for five years in a row. This achievement would not be possible without our team, who make up the very essence of who we are as a company.
Based in Austin, Texas, our headquarters team supports our advisors, offices, and clients across the country.
Great Place To Work Certification criteria are the global standard for quantifying and benchmarking the employee experience. Using the Great Place To Work Trust Model and the Trust Index Survey, Certification evaluates workplace culture from the perspective that matters the most — the employee — offering the most comprehensive picture on the market of the internal health of an organization.
To be considered for Certification, organizations must have 10 or more employees and must complete a two-step process:
Positive employee responses to the Trust Index Survey (four and above on the five-point scale) are averaged to provide an organization-wide assessment of culture: the Trust Index. Companies that score above the current threshold become Great Place To Work Certified.
Surveys must meet strict requirements for how they are distributed and the percentage of employees who respond to ensure they accurately represent feedback from the company’s full population.
Compensation is paid to Great Place To Work® Institute for consideration and for use of marketing materials. 49 Financial received the award in February of 2025 for the period of February 26, 2025 – February 26, 2026.
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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