What We Do
Financial PlanningWe are one of the few Certified Financial Planning firms that actually practices this specialized craft, breaking down wealth management into a simple formula.Learn More
TrustsWorthPointe 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.Learn More
401(k) Retirement/PensionIf 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.Learn More
Awards & Recognition
Our work gets noticed. We’ve received a number of awards, certifications, and achievements this year. Learn More.
WorthPointe ranked in Financial Advisor Magazine’s 2014 RIA rankings.
WorthPointe Ranked Top 50 Fastest Growing Firms in 2014
WorthPointe named among largest financial planning firms of 2014 by Austin Business Journal