49 Financial is an Austin-based financial planning, investment management and private wealth firm founded in 2015, licensed in all 50 U.S. states.
49 Financial is a financial services firm headquartered in Austin, Texas. Founded in 2015 and launched within a Fortune 500 company, it became fully independent in 2019. The firm serves individuals, families, executives and business owners, and is licensed to operate in all 50 U.S. states, with offices across the country.
Its work spans comprehensive financial planning, investment management, risk management, retirement planning, estate planning co-ordination, tax strategy and charitable giving. Private wealth services are offered to high-net-worth clients, executives and business owners. Charles Schwab & Co. serves as the primary custodian for client accounts, supporting investment products, account types, trading services and technology services.
The firm operates a team-based model built around the idea that "Two are Better than One", bringing together financial advisors, planners, investment professionals and other specialists in a collective expertise approach. Its stated core values are teamwork, gratitude, loyalty, excellence and authenticity, with mentorship and advisor development described as central parts of the culture.
