We are a Registered Investment Advisor based out of Austin, TX founded in 2012.
We provide personalized financial planning and investment management to individuals, small businesses, trusts and estates, and 403(b)s and ORP programs.
06/15/2026
Making Thoughtful Financial Decisions During Uncertainty - Phil Lebkuecher
More often, it has very little to do with information at all. It has more to do with timing, pressure, and emotion....
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Making Thoughtful Financial Decisions During Uncertainty Learn how to support aging parents through open communication, clear roles, and collaborative financial planning.
06/08/2026
Have You Ever Checked for Unclaimed Money? - Heather Johnson
Old bank accounts, uncashed checks, utility deposits, and even retirement plans from past employers can get forgotten over time....
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Have You Ever Checked for Unclaimed Money? Discover back-to-school budgeting tips, clothing swaps, discount hacks, and smart shopping ideas to save money while keeping your kids stylish and prepared.
06/01/2026
May 2026 Market Commentary - Ryan Redfern
What a difference a few weeks can make. Is the price of oil still relatively high? It sure is. But does the market care?....
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May 2026 Market Commentary Explore the April 2026 stock market forecast with sector trends, bond insights, volatility warnings, and key indicators.
05/11/2026
Where Is Your Financial Behavior Taking You? - Phil Lebkuecher
As I’ve seen many times in my career as a financial advisor, it’s entirely possible to have a well-structured financial plan – with the right investments, timeline, and risk considerations – and still feel like you’re not getting the results you expected....
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Where Is Your Financial Behavior Taking You? Learn how to support aging parents through open communication, clear roles, and collaborative financial planning.
05/04/2026
Is Apple Upsetting the Apple Cart? - Will Hepburn
With the incredible sums being spent to build AI data centers recently, many of us investors are watching the markets to see what factors could influence AI infrastructure spending in the future.....
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Is Apple Upsetting the Apple Cart? Explore our proactive investment strategy—adapting to changing markets with data-driven decisions, risk management, and tactical offense.
04/27/2026
April 2026 Market Commentary - Ryan Redfern
The stock market has been on quite a ride since the end of last month....
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April 2026 Market Commentary Explore the April 2026 stock market forecast with sector trends, bond insights, volatility warnings, and key indicators.
04/13/2026
The #1 Reason Financial Advice Doesn’t Work - Heather Johnson
If financial advice actually worked, why are so many smart people still stressed about money?....
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The #1 Reason Financial Advice Doesn’t Work Discover back-to-school budgeting tips, clothing swaps, discount hacks, and smart shopping ideas to save money while keeping your kids stylish and prepared.
04/06/2026
How Do You Know If Your Financial Plan Is Still on Track? - Laura Redfern
It’s one of those questions people carry quietly in the back of their minds – occasionally surfacing but often left vague and unanswered....
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How Do You Know If Your Financial Plan Is Still on Track? Struggling with money confidence? Learn how mindset, simple tools, and trusted advice can empower better financial decisions for women.
03/30/2026
March 2026 Market Commentary - Ryan Redfern
As of last month’s writing, the market was mostly just grinding sideways and not doing much. But as March began, so did a conflict in Iran....
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March 2026 Market Commentary Explore the June 2025 stock market forecast with sector trends, bond insights, volatility warnings, and key indicators.
