Wealth Management for Baby Boomers and Retirees

Wealth Management Austin Texas

Working with a trusted financial advisor is one of the most important decisions you can make for your financial future. Whatever you hope to achieve, it’s our mission to simplify the complexities of your financial life so you can focus on what matters most.

Fee Only Wealth Management

Austin and Houston
We believe that when done correctly, wealth management consists of three unique but interrelated parts.

Cash Flow Planning

We’ll help map out your expenses so you know exactly how much you need to save, spend and invest every month.

Education Planning

From scholarships to payment plans, we’ll provide you with the peace of mind you need to look forward to their future.

Estate Planning

Prevent future family tension and confusion with an estate plan that outlines your wishes and secures your legacy.

We’ll perform a comprehensive evaluation of your financial situation to predict future cash flow, asset value, potential diversification and withdrawal plans.
This stage is all about education — informing you of common mistakes people make when making financial decisions and the steps you can take to avoid them.
With your timeline and risk tolerance in mind, we’ll identify the best investment vehicles to utilize according to your unique needs and goals.

Who We Work With

Baby Boomers

Enjoy financial advice that is tailored to your unique needs and goals.

Retirees

Live out your dream retirement while remaining within your means.
Secure Your Retirement Today

Wealth Management Austin Texas

Sensible Fees

Financial Planing

Wealth Management

Who We Are

Working with a trusted financial partner is one of the most important decisions you can make for your financial future. Whatever you hope to achieve, it’s our mission to simplify the complexities of your financial life so you can focus on what matters most.

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What We Charge

As a fee-only wealth management firm, we never earn a commission. We never act as salespeople. And we’ll never hide how much our services are going to cost you.

 

Our Fees
  • Wealth Management:  We have NO minimum asset requirements, however, we do have a minimum quarterly fee of $500.
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Founder and Financial Advisor Austin TX

Scott Hamilton Financial Advisor Austin Tx

Scott Hamilton, CFP ®

Founder & Chief Financial Officer

With over two decades of financial management experience, I’ve worked at innovative startups, as well as Fortune 500 companies such as Exxon and Dell, where I worked as a senior principal consultant and product manager. I am licensed to do business in Texas, Louisiana, Florida and South Carolina and have a master’s degree in international finance from Pepperdine University.

A native Texan, my experience ranges from working in the oil, gas and technology fields to managing people’s assets for over 20 years — designing more than 250 financial plans throughout my career. Decoding the many intricacies involved in the financial modeling and investment management process is what I do best: providing my clients with the tools and insight they need to achieve their financial goals.

Hamilton Financial Planning Austin

1202 Lakeway Dr Suite 7,
Austin, TX 78734
Phone: 512-261-0808