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Creating community and simplifying lives is our mission, so everyone has the opportunity to achieve what’s most important to them.
Our motto is "Two Are Better Than One."
Our protection against greed and ego.
Our commitment to stay true to our word, even if it costs us.
Our pursuit of our very best every time.
Our commitment to being ourselves in every situation.
“I wake everyday feeling
extremely grateful for the
opportunity to serve my clients
and define success as a female in
this industry- I can honestly say I
wouldn’t want to do that
anywhere but at 49 Financial.”
“49 Financial as a company is for
the flourishing of its clients, the
advisors, and the communities we
are a part of, which make it so
easy to wake up passionate for the
day ahead.”
“49 Financial has given me the
daily opportunity to create more
intentional relationships as clients are humbly served, advisors are
fearlessly led, and family/friends
are deeply loved.”
We seek opportunities to invite our potential clients and colleagues to join the 49 community.
We strive to make financial planning or becoming an advisor less complicated so that those in our community can enjoy simpler lives.
Check out the open roles within our headquarters team. Most of these positions fall into the areas of business and administrative support.
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)387-0495.
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