We manage $346 million and help over 456 families plan for their future.

We help change people’s lives through a personal relationship with a CERTIFIED FINANCIAL PLANNER™ professional.  WorthPointe is a Fee-Only financial planning firm, our advisors are credentialed, experienced and owners.

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In the News

With over 180 combined years, WorthPointe financial planners are often called upon for their expertise by major media outlets. Catch us weekly in our Interactive Webinar with experts in financial planning subject areas.

Who We Are
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What We Do

Financial Planning

We’re one of the few firms that actually practices this specialized craft, breaking down wealth management into a simple formula.
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Trusts

WorthPointe Trust serves as a local representative for National Advisors Trust, a national independent advisor-owned trust company that offers the same transparent approach to trust services that we provide on the investment side.
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401(k) Retirement/Pension

If you own a business, we can set up great retirement plans for it, including finding ways to meet employee expectations and defer some of your heavily taxed income.
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Awards & Recognition

Our work gets noticed. We’ve received a number of awards, certifications, and achievements this year. Learn More.

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WorthPointe ranked in Financial Advisor Magazine’s 2014 RIA rankings.

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WorthPointe Ranked Top 50 Fastest Growing Firms in 2014

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WorthPointe named among largest financial planning firms of 2014 by Austin Business Journal