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Financial Planners in Fredericksburg

AMG Wealth Advisors has forged strong relationships by understanding each client’s unique financial goals. Our certified advisors provide you with an array of wealth management services, from retirement strategies to risk management and tax solutions to business succession plans. No matter your goals or circumstances, we start where you are and look ahead to where you want to be.

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Women-Owned, Client-Focused

We are founded by three accomplished women with decades of experience helping people navigate complex financial decisions. We've shepherded people through buying and selling their businesses, preparing for retirement, and managing investments. We ensure that, at every step, your financial journey is aligned with your values and priorities.

Our advisors won't hand you a rigid roadmap and call it a day. We develop a strategy that can evolve with you as life shifts, and our team is here to help you move toward and achieve your goals. That means we don't stand idly while you steer through financial decisions alone—we are a committed partner from the very beginning. 

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Preserving Your Wealth, Serving Your Future

AMG is based in Austin, but our approach to personalized financial management has drawn clients from around Texas. In Fredericksburg, we're honored to help clients build a financial future unique to them and create a wealth management plan to achieve it.

Our financial advisors in Fredericksburg help you identify your goals and move forward to reach them with a comprehensive suite of services. Whether you want optimal tax planning, help with asset management, or a roadmap for business succession, we ensure your financial future can handle any major shifts with a strategic plan of action.

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Your Partner Through Every Transition

Our clients come from all walks of life, but their legacies are nurtured and protected by our services with the highest degree of consistency. While we pride ourselves on curating a personalized strategic plan for each client, we specialize in helping entrepreneurs, high-net-worth individuals, women moving through financial transitions, and mid-career professionals aiming to optimize their wealth.

“It's a comfort to have them on my side. I really feel that it's not even a business decision anymore. These folks are going to take care of me. As long as I stick to my end of the deal, they're going to stick to their end of the deal. I have complete faith in them and trust.”
-TANIA H.

Achieve Financial Clarity and Peace of Mind

Fill out the below form to schedule an initial 15-minute conversation to see if our unique approach to financial planning is right for you.