Boutique financial services firm specializing in financial planning and wealth management.
At our firm, we have the client—and only the client—in mind.
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.
We understand the challenges families face today.
From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.
We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
Keywords: financial advisor, financial planner, investments, wealth management, college savings, retirement planning, life insurance, estate planning, group benefits
Interview Q&A
How long have you been in business?
Our firm is the result of a merger of two firms (Travis`Martin Financial Services and the Richards Company) each with over 30 years in the financial services industry.
What is your primary product or service?
Investment services and retirement planning.
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
For most of the individuals at our firm this has been a family business. We all have a sincere interest in helping our clients.
How do you differentiate yourself from other businesses in your category and area?
We are unique in that we are composed of two husband and wife teams. We work together with our clients to provide a truly individualized investment strategy.
How many locations do you have and do you have plans to expand?
We currently have one location in San Antonio, but we service clients in numerous states all over the US.
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