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.
From scholarships to payment plans, we’ll provide you with the peace of mind you need to look forward to their future.
Prevent future family tension and confusion with an estate plan that outlines your wishes and secures your legacy.
Who We Work With
Wealth Management Austin Texas
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.
Founder and 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 Drive, Suite 7
Austin, TX 78734