Texas Financial Advisory

Texas Financial Advisory is an independent financial advisory firm serving clients throughout Texas. With many years specializing in the needs of pre-retirees and retirees, we have developed our business by reaching out, nurturing and maintaining close, trusting relationships with each of our clients. We believe the cornerstone to wealth accumulation is capital preservation.


It is important that we can provide you with accurate and helpful information. Our firm specializes in choices for investors who are searching for an alternative to buy and hold strategies. We work with you to provide proven approaches designed to help you reach your financial goals. By building a strategic foundation, we can focus on creating a sustainable retirement income plan that will protect your lifestyle from the unexpected.

“We remember when a solid hand-shake was the beginning of a trusting relationship. “

What sets us apart: Personal Attention and Support

We understand how important it is for you to be able to trust your financial professional. We remember when a solid hand-shake was the beginning of a trusting relationship. In the wake of recent highly publicized corporate failures and investment management misdeeds, we know that you need more than just our word to trust us. Regardless of what direction the stock market and interest rates take in the future, it is important to have a trusted advisor you can count on.

Your most trusted financial advisor is Texas Financial Advisory. We are experienced, responsive and understand your need for integrity and transparency. We have been teaching investors how to preserve their assets, increase their income and reduce income taxes for over a decade and consequently are renowned as 401(k)/IRA Specialists. With offices in North San Antonio, New Braunfels, Victoria and Round Rock, we are able to provide the care and attention our clients deserve. Without our clients, we would not be in business. We strive above all else to get the information requested in a timely manner.

Please take some time to navigate through our website and learn about us. However, nothing beats an old-fashioned “face to face,” meeting so give us a call at (866) 210-2489 or email us at info@texasfinancialadvisory.com to schedule a time for us to get together! You may also click here to request a complimentary strategy session to discuss your financial and retirement needs.

By contacting us you may be offered insurance products for sale.