Exciting News: 49 Financial Enhances Investment Services!

We’re thrilled to share that 49 Financial has updated our investment team to more seamlessly integrate additional expertise into our planning process. After an extensive vetting process, we added a team known for their expansive expertise that we believe will better serve our clients and advisors. Our new CIO, Austin Graff, boasts a wealth of experience and knowledge in the financial services industry, along with his team of seasoned investment professionals who bring a collective experience managing $15 billion in investment assets. With a diverse range of designations, including CFAs, CIMA®, and a CFP®, alongside MBAs from esteemed institutions like MIT, Purdue, USC, and Emory, they are well-equipped to elevate our investment services to new heights.

The new team’s mission perfectly resonates with ours, as Austin Graff says, “We are very excited about our partnership with 49 Financial.  Both firms emphasize team-oriented cultures, focused on serving clients first.  We believe the combination of 49 Financial’s best-in-class financial planning process and our deep investment experience will empower better client outcomes.”

At 49 Financial, our commitment to providing financial confidence and clarity remains unwavering. This strategic partnership further reinforces our organizational mission, “Creating Community, Simplifying Lives.” We’re excited about what’s ahead with our enhanced investment services and eager to see the positive impact they will bring to our team and clients alike.

Curious to learn more about our enhanced services through this partnership? Connect with an advisor today HERE!