Discover The Freedom Of Financial Clarity with Orchard Financial Group! At Orchard Financial, we empower you financially in a judgment-free zone, providing practical guidance in a welcoming and inclusive environment. Ideal for individuals and families who appreciate clear, straightforward advice in a relaxed setting where you're safe and valued. Are We the Right Fit for You? We're experts in supporting queer individuals and families with specialized knowledge in LGBTQ+ financial areas such as estate planning, family planning, and gender-affirming care costs. We also serve non-queer families looking for a personalized and non-judgmental approach to financial planning. Facing unique challenges or seeking direct financial guidance? Contact us to see how we can assist you. How Can We Work Together? The Total Package: Designed for those with substantial assets, this service offers thorough financial planning and investment management. Benefit from clear, actionable advice and a dynamic, evolving roadmap. Regular check-ins help us focus on growing your wealth with steadfast support. Makin' Money Moves: Ideal for clients needing a one-time, comprehensive financial plan. We begin with a detailed strategy session and support you in implementing it. Over three months, we'll develop a customized financial strategy with a clear action plan and success roadmap. Project Work: With our tailored project-based services, you can target specific financial goals. Whether you're making a significant purchase or optimizing savings, we provide personal, actionable strategies tailored to meet your needs. Orchard Financial Group is a proud woman-owned, queer-owned, and Certified LGBTBE® business. As a fee-only fiduciary and independent advisor, we commit to unbiased, trustworthy advice without any commission. Together, let's balance your finances with your dreams.

I began my financial career working as a bank teller during spring breaks and summers while at college. Always strong with numbers, this role introduced me to the importance of developing trusting relationships and delivering superior client service. I have put these skills to work for both institutional and private offices, advising clients and constructing investment portfolios for the past 10 years. In 2014, I formed Everlong Financial in Austin, Texas. My goal was to create a financial planning practice that integrates my investment experience with technology of today. I strongly believes that everyone can benefit from having a formal financial plan in place. As a young professional, I know this is especially true for those just growing into their careers and wealth. In 2009, I married my wife Elizabeth in the mountain town of Asheville, North Carolina. Together with our three children, we enjoy walking the trail around Lady Bird Lake. I am an avid runner and I challenge myself to run 100 miles in the heat of July each year. Living in the "Live Music Capital of the World," I enjoy live music and searching for vinyl LPs to broaden my music collection. I graduated from the University of North Carolina at Chapel Hill with a B.S. in Psychology. I obtained the CERTIFIED FINANCIAL PLANNER™ certification in June 2009.

Ross Patterson founded Simaris Financial in 2019 to help individuals and families discover their true purpose and build lives that are fulfilling, energizing, and meaningful. Ross was a software engineer before discovering the Kinder Institute and making a major shift in his life through the EVOKE process. Through Kinder he realized his passion for combining Life Planning with financial expertise, and Simaris was born. Ross spends his free time with his wife, Kristin, his two adult children, and their dog, Pepper. Ross is an active and passionate believer in serving his community. He served for 5 years as the Pro Bono Director of the Financial Planning Association (Austin Chapter), helping individuals and partnering with community-based organizations to offer planning advice regardless of means. For several years, he has also served as a Volunteer Leadership Team Member at Foundation Communities, providing IRS Volunteer Income Tax Assistance (VITA) to Central Texas citizens. Credentials: RLP® (Registered Life Planner - Kinder Institute), CFP® (Certified Financial Planner®), NAPFA, FPA, and XY Planning Network.

It all started over a decade ago. I found my love for financial planning by asking my friends a simple question out of curiosity, "how do you personally manage your money and invest?". I realized something very important: not only did a lot of people not know if they were managing their money correctly, they didn't even know where to begin finding the confidence in their strategy (if they had one at all). I quickly learned how much I love helping people better understand where their money can take them. I particularly have a passion for the markets and investing which DIY traders and investors have appreciated. For the past decade, I’ve helped them navigate the financial markets with less emotion and more skill. After all, your investing portfolio is the vehicle that drives you to your goals. However, while you're portfolio is important, one thing I teach a lot is how much a healthy financial life goes beyond just that. I have expertise far beyond the markets and investing. As a CERTIFIED FINANCIAL PLANNER™ professional, I can help with cash flow & insurance planning, proactive tax strategy, retirement & legacy planning, asset protection, business planning and more. It's important to have every aspect of your financial life optimized for max peace of mind. Whether you're a DIY trader or investor, a business owner, or a corporate professional taking on stock-based compensation risk, I can help you balance your desire to take on the risk you want with successfully reaching your goals. I’m also the author of the book “Do THIS With Your Money”, making trusted financial education more accessible.

I am the CEO and Founder of Momentum Private Wealth Management. Founded in 2019, Momentum Private Wealth is an Austin Texas based, independent fee-only wealth management firm. I have over 20 years experience working in the financial investment and planning industry. I first began my career in finance by joining one of the biggest mutual fund companies in the world in a customer service role, and as they say, it was all downhill from there. I quickly moved into more seasoned roles, and with a location change to the San Francisco Bay Area, I moved into the Private Wealth Management side of the business. It was there I found my true love for helping individuals with their wealth management and financial planning needs. Over the next 10 years I had the opportunity to work for two smaller RIA firms where I eventually decided to start my own firm here in the heart of Austin, Texas. The core focus of Momentum Private Wealth Management is to provide transparent and focused investment and financial planning services to individuals and families who are looking to demystify the world of finance. I graduated from the University of California Santa Cruz in 2004 and I obtained the CERTIFIED FINANCIAL PLANNER™ designation in August of 2011.

At Ridley Wealth Management, our mission is to help clients enjoy their wealth with gratitude, wisdom, and generosity. I founded the firm after more than a decade in financial services, driven by a desire to integrate wise stewardship and faith into every financial decision. As a fee-only fiduciary, my role is simple: to provide clear advice, manage investments with discipline, and design financial plans that give families peace of mind. Outside the office, my wife Lauren and I are raising two great kids, Georgia and David, along with Molly, our Springer Spaniel who lives for bird season. We serve families in Round Rock, TX; Cedar Park, TX; Leander, TX, and the Greater Austin area — and virtually across the country.

**Flat Fee, Fee-Only, and Fiduciary Financial Advisor - Serving clients nationwide** TwoTen Planning is a fiduciary, fee-only financial planning firm in Austin, TX, serving tech professionals. We specialize in flat-fee financial planning, tax planning, and investment management, with expertise in equity comp (RSUs, stock options, and ESPP). Your Situation: You are a professional and you are navigating the complexities of your equity awards and your financial matters. You have many challenges: ➡️ Navigating your equity awards and making prudent, informed, and timely decisions ➡️ Managing your stock concentration, while investing wisely ➡️ Awareness of the tax, investment, and legal implications ➡️ Getting financially organized with a plan to protect your family and assets from an untimely event These challenges require wise decision-making to ensure that you maximize your financial opportunities, care for your family, and avoid costly mistakes. You are smart and successful. Yet, you may be lacking the time, interest, knowledge, or discipline to manage all the moving financial parts on your own. And let’s face it, we all have blind spots. You desire financial help so you can instead focus on everything that matters most in your life! Stu’s Professional Notes: Prior to founding TwoTen Planning, I enjoyed a successful 25-year career in the asset management industry. Most recently I was a Vice President and Regional Director for 10+ years with Dimensional Fund Advisors, a top tier asset manager that provides evidence-based investments. Prior to that, I spent 10 years as a Regional Vice President for Fidelity Investments, a large global asset manager. The expertise that I acquired and developed at these firms helps me in my work with clients today! ➡️ I received a bachelor’s degree in finance from the University of Minnesota, and a master’s degree in advanced financial planning from Golden Gate University. ➡️ I hold the CERTIFIED FINANCIAL PLANNER™ and CFA charterholder® designations. Stu’s Personal Notes: ➡️ I live in Austin, TX, with my wonderful wife and two sons. ➡️ We enjoy great food trucks, pool time, outdoor activities (especially football), and playing with Ranger (our crazy bernedoodle)! ➡️ We love family vacations and travel, especially to Florida, Hawaii, and the Caribbean. ✅ If you are a professional, I can help you to maximize your equity, reduce taxes, invest wisely, and manage risk. Schedule an Intro Visit with me.

As a comprehensive financial adviser with a unique specialization in equity compensation, my mission is to guide you toward achieving your best life. Throughout my career as an adviser, I have seen how impactful the right advice can be. From an early age, I saw my parents struggle with finances, and I wanted to change that. As a paperboy at age 11, I wanted to know the best way to handle my money and took an interest in financial planning. I also realized that there was an opportunity to help. I earned my undergraduate degree in Business Logistics and my MBA in Management Science, with Honors, from Penn State. While working in logistics for Burlington Northern Santa Fe Railway, I received my first stock options and restricted shares. This created a strong interest in stock options and I wanted to know more so I could help others with theirs. While working for the railroad, I completed my CFP® professional education. A few years ago, I realized that people receiving significant equity or stock compensation are often given cookie cutter advice as it relates to their goals. I chose to earn my CPWA® to better serve high net worth individuals, and specifically those with stock compensation. I continue to learn, teach, and lead other advisers to provide higher quality advice to stock compensation recipients. I decided to start Ubequity because I realized that many people, including experienced financial advisers, don’t fully understand the opportunity for impact provided by stock compensation. I enjoy taking you from seeing stock compensation as an investment, or a mystery, to understanding it, using it as a tool to retire, spend time with family, travel, buy property, support charities, pay off debt, and live your best life. In my free time, I enjoy going on adventures with my wife, two kids and our dog and cat. (Although more of a dog lover, I have learned to love our cat too.) Over the years I have enjoyed giving my time to a wide range of causes including Boy Scouts, our church, as a Founding Travel Director and licensed coach for youth soccer, and as a fundraising member of the Leukemia and Lymphoma Society Team in Training. Outside of work, I can be found training for triathlons, reading and listening to books, hiking, kayaking, canoeing, cheering on Penn State Football and travelling. I truly enjoy helping people reach their goals through financial planning and maximizing stock compensation benefits. I look forward to working with you to achieve your best life.

At Real Wealth Planning, we partner with families to create a foundation for lasting financial freedom. Through our comprehensive life planning process, we craft custom financial plans that prioritize clients’ best interest, ensuring a path that aligns their money with their vision for the future. We have a small team consisting of a lead financial planner (Sarah), two investment specialists, a real estate specialist, client service associate & bookkeeper. Building and maintaining wealth requires a values-driven plan that clients can commit to for the long haul. Through our collaborative four-part approach, we guide clients in discovering clarity around the ultimate driver of their financial plan—the passions and relationships that bring them joy. We then focus on educating clients on the financial topics that pertain to their unique circumstances, including money mindset, wealth-building principles, investment management, tax planning, cash flow planning, business planning and more. In uncovering what truly matters to our clients, we build a financial plan that they are inspired to see through. For busy individuals, we also offer Personal CFO solutions to help implement their financial plans. In an ongoing partnership, we seamlessly handle financial task-management, laying the groundwork for long-term success. For organizations and teams, we provide bookkeeping, payroll, and education offerings that foster and sustain business excellence. Whether in their business or personal lives, our straightforward educational approach empowers our clients to generate real wealth—the kind that isn’t defined by a number, but by their ability to wake up each morning and do what they love. Up-to-date fee schedules and services are on our website: https://www.realwealthplanning.com/individuals-families **Rebranded from Real Estate Wealth Planning to Real Wealth Planning in 2024**

I'm a fee-only, fiduciary financial planner and investment manager in Austin, TX, and I specialize in working with tech professionals. I founded this firm in 2012 and was helping people with their finances for years before that. I was an engineer for nearly twenty years, so I greatly prefer research- and analysis-based approach to finance, rather than flashy salesmanship. More tax-efficient investing and research-proven factors of increased returns, and less market timing and hedge funds. Also, I stand out at financial advisor conferences, because I never wear a suit. Why? The better question is: why is a suit the official uniform of financial advisors? The answer is because our industry originated in sales; fee-only financial advisors such as myself are a relatively new invention, and still uncommon in the industry. Simply put, I don't wear a suit because I'm not a salesman. One of my favorite questions (generally asked only after a beer or two) is: if I'm so good at finance, why aren't I retired and living the good life? The answer is: I am! Building something from the ground up, working hard on something I'm that helps people and that I'm passionate about -- that's my kind of retirement, and it wouldn't have been possible without the financial skills I've built and been taught over the years. Sound interesting? You can set up a meeting at https://seabornfinancial.as.me/.