ABOUT US
Our Values
- Fee-Only & Fiduciary
- As fee-only advisors, we are not compensated by commission and will never try to sell you anything. As fiduciary advisors we are obligated to put your interests above our own at all times, not just certain times.
- No Family Turned Away
Regardless of where you’re starting from, we’ll find a way to help — whether that’s a full financial plan or simply pointing you in the right direction. We encourage all families to call, because even if we do not work together we can provide resources that may be of service. - Honesty & Transparency
No hidden fees, no confusing fine print, no sales pressure, we are a fiduciary firm and will always put your needs first. Since we are a Fee-Only firm, we will never try to sell you anything. Our prices are listed clearly on our website. - Specialized Expertise & Broad Service
Comprehensive financial planning, investment management, and tax preparation all under one roof to provide clients with the most comprehensive service. - Accessibility
No jargon, no gatekeeping. We’re here, responsive, and easy to reach when you need us. Schedule a meeting at your convenience at any time from our website. - Education & Empowerment
We help you understand all decisions that should be made, so you feel confident and in control of your family’s future. As a courtesy to our existing clients, we are happy to educate, discuss, and answer any questions your friends or relatives may have about their finances.
Our Mission
Our mission is to serve as many special needs families we can. Through financial plans, education, support, or connection.
We want every special needs family we work with to have the confidence and the relief that they are in good hands.
We want to lift the stress of finances off the shoulders of caregivers and let you focus on the things you love.
Our Vision
Our vision is that we will achieve our mission of serving as many special needs families we can.
We will continue to provide the best services we can and will work hard to constantly improve.
Though now we only serve the Austin and Houston areas, we hope to expand our services to wherever we can be of service to this community.
Meet Your Team
Trent Hamilton, EA
Financial Advisor
Scott Hamilton, MBA, CFP®
Owner, Financial Advisor
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Locations
Hamilton Financial Planning Houston
Williams Tower, 2800 Post Oak Blvd, Suite 4100
Houston, TX 77056
Phone: 346-200-4440
Hamilton Financial Planning Austin
1202 Lakeway Dr Suite 7,
Austin, TX 78734
Phone: 512-261-0808