Your Success is Our Success
WorthPointe is a fee-only financial planning firm where your priorities are our priorities.
Grow your business, create a comfortable life for your family, and build a financial future without the hassle of doing it yourself. We manage $346 million and help over 456 families plan for their future. Our CERTIFIED FINANCIAL PLANNER™ professionals tailor plans to your lifestyle and budget so that you can start building your financial future now.
What We Do
Simplify + Save Time:
Your Personal Financial Dashboard
Eliminate the fuss of remembering 10 account logins. WorthPointe clients each have their own personal financial dashboard, WorthPointe 360, where all financial accounts are organized under one digital roof. Accessible at anytime, anywhere: simplicity, at its best. Contact us to learn more.
- See Everything You Own, All In One Place
Your investments, retirement accounts, insurance policies, reward miles, credit cards and more: we streamline your financial accounts so you only have to remember one destination.
- Monitor Your Investments, Live
Stop searching through a pile of statements. Get an up-to-date progress report on all of your accounts, at a glance. Balances recalculate automatically throughout the day, so you’re always looking at the latest.
- Access Your Accounts Anytime, Anywhere
Open your personal dashboard, WorthPointe 360, on the road, in the office, or in the comfort of your home with easy access from your phone, tablet, or computer. Watch the Phone / Mobile Overview
Awards & Recognition
When you love what you do, your work gets noticed. Check out our awards, certifications, and achievements this year. Learn More.
WorthPointe ranked in Financial Advisor Magazine’s 2014 RIA rankings.
WorthPointe Ranked Top 50 Fastest Growing CFP Firms in 2014
WorthPointe named among largest certified financial planning firms of 2014 by Austin Business Journal