- Are you looking for a fee-only financial advisor for you and your family?
- Do you need financial planning due to college-bound kids?
- Do you need financial planning services as you grow your own business?
- We are a fee only financial advisor in Austin Texas ready to help you make the best use of your resources to achieve your future financial goals.
- Are you on track for the retirement you want?
- Have you considered personal financial planning to help you reach financial goals?
- Do you have the right investment strategy to match your retirement goals?
- The DESMO approach to retirement planning is designed to make the most of your financial resources– to and through your retirement
Achieving anything important to you in life requires planning and it involves money questions. At DESMO, we are passionate about building the foundation of your life pursuits with fee-only financial planning, investment management, and financial life coaching.
DESMO is a Greek word that means link or connection. Successful financial planners work with you to create a financial plan that creates the link between your values and your money.
We are an independent, fee-only advisor: we only get paid by you for the advice we provide. We do not receive commissions or kickbacks for pushing particular strategies. We are also a sworn fiduciary, which means we are legally obligated to act in your best interest.
an expert legally obligated to work in your best interest when providing financial advice. The fiduciary duty includes the legal duty of loyalty, duty of care, and duty to follow client instructions. We are bound by the ethics code and standards of CFP® professionals.
In addition, we are a fee-only advisor,, do not receive commissions, and do not have minimum asset requirements. We believe everyone should have access to a plan tailored to their values and aspirations.
Here at Desmo wealth you can count on us as a wealth advisor. We take time to listen to you and provide innovative fiduciary solutions built specifically for your needs. We don’t do cookie cutter financial planning.
We help take the guesswork out of financial planning so you can focus on your future and set foot on the right path. Our focus is to partner with you as a financial advisor to create a wealth management plan for the long term and refine it for you along the way
Here are some of the Financial Planning Services we offer:
- Retirement planning
- Comprehensive financial planning services for families
- Investment planning and management
- Employee stock compensation strategies