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. 

Learn more about our Austin CFP® Team, San Diego CFP® Team, or our Fort Worth CFP® Team.

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In the News

With over 180 combined years of experience, WorthPointe financial planners are often called upon for their expertise by major media outlets.

Who We Are
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What We Do

Financial Planning

Forget the financial “lingo” -- we take the complex and make it simple. CERTIFIED FINANCIAL PLANNER™ professionals work with you to build the foundation of your financial future: a customized plan for wealth management that meets your family’s goals.
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You could use one less thing to worry about. A trust protects your wealth and gives you confidence in the future of your estate. Your personal CERTIFIED FINANCIAL PLANNER™ professional will help you determine if a trust right for you and your family’s needs.
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401(k) Retirement/Pension

Business owners -- we care about what you care about: exceeding your employees’ expectations and deferring heavily-taxed income. We’ll help you build a retirement plan for your business that does both.
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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