Financial Advisors in San Antonio, Boerne, New Braunfels, and South Texas
Integrity
A family office is a one-stop financial shop for the extremely wealthy. We provide “family office” level service to every single client regardless of your level of wealth. This is because we lead with integrity, and we believe everyone deserves best-in-class financial advice.
Fiduciary Standard
We use the fiduciary standard as our guide when providing service to our clients. This means that we will never do something for you that we wouldn’t do for ourselves or our families.
The Pursuit of Financial Well-Being
At Texas Financial Advisory, our priority is helping you create sound financial strategies that get you from where you are to where you want to be. From college savings to retirement and everything in between, we are by your side, keeping you on track to reach your goals.
Depth of Experience
Texas Financial Advisory boasts a team of professionals with fifty-plus years of combined experience, providing a broad array of services with a narrow focus. Our focus is simply this; being the firm that clients can trust to deliver better investment solutions and strategies because we know you intimately.
COULD YOUR TAX BILL IN RETIREMENT BE TOO BIG?
If you’ve saved for retirement in an IRA, 401(k) or other tax-deferred vehicle, you have a tax bill due in retirement. That’s because you’ve deferred your taxes to the future.
Do you know the size of your potential tax bill?
Find out in 3 easy steps:
- Enter your information into the calculator
- Immediately see your potential retirement tax bill
- Discover options to address it
A Roadmap for Life with the TFA Roadmap to Financial Confidence
There is no such thing as a perfect financial plan, no secret sauce, no magic eight ball. However, what we offer instead of magic is a dependable, comprehensive, and holistic financial plan delivered by a team of trusted financial advisors that can help you confidently prepare for all of life’s uncertainties. Here’s how.

The Vehicles
Personalized, hands-on service focused on money management and opportunities critical to your financial well-being.

TFA Roadmap to Financial Confidence
We help you develop sound strategies for retirement income, financial management, education costs, and wealth preservation.

Managing Bumps in the Road
It’s critical to ensure that all of your money works for you and your heirs.
3 Step Process
At Texas Financial Advisory, we use a specialized system and strategy to assist both you, the client, and our team in making informed and educated decisions on our collaboration together.
Discover
Where you are now. Where you are going. What needs to be done to get you there.
Execute
The big reveal. The TFA Roadmap to Financial Confidence provides guidance towards your financial goals.
Learning Center
Bull and Bear Go To Market
Preparation is the Key to Retirement
Retirement Accounts When You Change Your Job
Timing Your Retirement