--- title: Fredericksburg Financial Planners | Wealth Management | AMG Wealth description: AMG’s certified financial planners help Fredericksburg residents with asset/investment management and retirement planning. Reach out today! --- [![Logo](https://amgwealthadvisors.com/hubfs/AMG-Logo-Primary-Vertical-Texas-Oak.svg)](https://amgwealthadvisors.com/?hsLang=en) - About Us - [Our Team](https://amgwealthadvisors.com/our-team) - [Why Choose Us](https://amgwealthadvisors.com/why-choose-us) - [Our Services](https://amgwealthadvisors.com/services) - [Asset Management](https://amgwealthadvisors.com/services/asset-management) - [Business Succession Planning](https://amgwealthadvisors.com/services/business-succession-planning) - [Estate Planning](https://amgwealthadvisors.com/services/estate-planning) - [Financial Transition Planning](https://amgwealthadvisors.com/services/financial-transition-planning) - [Retirement Planning](https://amgwealthadvisors.com/services/retirement-planning) - [Tax Planning](https://amgwealthadvisors.com/services/tax-planning) - Who We Serve - [Our Comprehensive Approach](https://amgwealthadvisors.com/our-comprehensive-approach) - [Our Clients](https://amgwealthadvisors.com/our-clients) - [Affluent Individuals & Families](https://amgwealthadvisors.com/who-we-partner-with/affluent-individuals-families) - [Family Businesses & Entrepreneurs](https://amgwealthadvisors.com/who-we-partner-with/entrepreneurs) - [Mid-Career Investors](https://amgwealthadvisors.com/who-we-partner-with/mid-career-investors) - [Women in Financial Transition](https://amgwealthadvisors.com/who-we-partner-with/women-in-financial-transition) - COI Partners - [Our Collaborative Approach](https://amgwealthadvisors.com/who-we-partner-with/our-collaborative-approach) - Our Professional Partners - [Business Appraisers](https://amgwealthadvisors.com/who-we-partner-with/business-appraisers) - [CPAs](https://amgwealthadvisors.com/who-we-partner-with/cpas) - [Estate Attorneys](https://amgwealthadvisors.com/who-we-partner-with/estate-attorneys) - [Exit Planning & Advisors (CEPA)](https://amgwealthadvisors.com/who-we-partner-with/exit-planning-advisors-cepa) - [Trust Officers](https://amgwealthadvisors.com/who-we-partner-with/trust-officers) - Resources - [Blog](https://amgwealthadvisors.com/knowledge/blog) - [Newsletters](https://amgwealthadvisors.com/knowledge/resources-for-you) - Client Login - [Black Diamond](https://amgwealthadvisors.com/service-areas/fredericksburg#black-diamond) - [Goal Plan](https://amgwealthadvisors.com/service-areas/fredericksburg#goal-plan) - [Schwab Alliance](https://amgwealthadvisors.com/service-areas/fredericksburg#schwab-alliance) [Let’s Get Started](https://amgwealthadvisors.com/contact?hsLang=en) - About Us - [Our Team](https://amgwealthadvisors.com/our-team) - [Why Choose Us](https://amgwealthadvisors.com/why-choose-us) - [Our Services](https://amgwealthadvisors.com/services) - [Asset Management](https://amgwealthadvisors.com/services/asset-management) - [Business Succession Planning](https://amgwealthadvisors.com/services/business-succession-planning) - [Estate Planning](https://amgwealthadvisors.com/services/estate-planning) - [Financial Transition Planning](https://amgwealthadvisors.com/services/financial-transition-planning) - [Retirement Planning](https://amgwealthadvisors.com/services/retirement-planning) - [Tax Planning](https://amgwealthadvisors.com/services/tax-planning) - Who We Serve - [Our Comprehensive Approach](https://amgwealthadvisors.com/our-comprehensive-approach) - [Our Clients](https://amgwealthadvisors.com/our-clients) - [Affluent Individuals & Families](https://amgwealthadvisors.com/who-we-partner-with/affluent-individuals-families) - [Family Businesses & Entrepreneurs](https://amgwealthadvisors.com/who-we-partner-with/entrepreneurs) - [Mid-Career Investors](https://amgwealthadvisors.com/who-we-partner-with/mid-career-investors) - [Women in Financial Transition](https://amgwealthadvisors.com/who-we-partner-with/women-in-financial-transition) - COI Partners - [Our Collaborative Approach](https://amgwealthadvisors.com/who-we-partner-with/our-collaborative-approach) - Our Professional Partners - [Business Appraisers](https://amgwealthadvisors.com/who-we-partner-with/business-appraisers) - [CPAs](https://amgwealthadvisors.com/who-we-partner-with/cpas) - [Estate Attorneys](https://amgwealthadvisors.com/who-we-partner-with/estate-attorneys) - [Exit Planning & Advisors (CEPA)](https://amgwealthadvisors.com/who-we-partner-with/exit-planning-advisors-cepa) - [Trust Officers](https://amgwealthadvisors.com/who-we-partner-with/trust-officers) - Resources - [Blog](https://amgwealthadvisors.com/knowledge/blog) - [Newsletters](https://amgwealthadvisors.com/knowledge/resources-for-you) - Client Login - [Black Diamond](https://amgwealthadvisors.com/service-areas/fredericksburg#black-diamond) - [Goal Plan](https://amgwealthadvisors.com/service-areas/fredericksburg#goal-plan) - [Schwab Alliance](https://amgwealthadvisors.com/service-areas/fredericksburg#schwab-alliance) [Let’s Get Started](https://amgwealthadvisors.com/contact?hsLang=en) ## Redirect Notice - Black Diamond Portal You are now leaving AMG Wealth Advisor's website and will be entering the SS&C Advent Black Diamond Wealth Platform ("Black Diamond") website. [Continue](https://login.bdreporting.com/Auth/SignIn) [Cancel](https://amgwealthadvisors.com/service-areas/fredericksburg#!) ## Redirect Notice - Goal Plan Portal You are now leaving AMG Wealth Advisors' website and will be entering the MoneyGuidePro® Client Portal (“Goal Plan”) website. [Continue](https://www.moneyguidepro.com/ifa/Guests.aspx?gst=AAAFA2234E34158E4B85DD6AE8913117691E361E5786D48AD703FAFE0C9FB31C) [Cancel](https://amgwealthadvisors.com/service-areas/fredericksburg#!) ## Redirect Notice - Schwab Alliance You are now leaving AMG Wealth Advisors' website and will be entering the Charles Schwab & Co., Inc. (“Schwab”) website. [Continue](https://client.schwab.com/Login/SignOn/CustomerCenterLogin.aspx) [Cancel](https://amgwealthadvisors.com/service-areas/fredericksburg#!) # 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. [Let’s Get Started](https://amgwealthadvisors.com/contact?hsLang=en) ![](https://amgwealthadvisors.com/hubfs/Page%20Images/growth-mindset.svg) ![iStock-486897524](https://amgwealthadvisors.com/hubfs/Page%20Images/iStock-486897524.jpg) ## 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.  ![39 - AMG-ThreePartners1](https://amgwealthadvisors.com/hubfs/Page%20Images/39%20-%20AMG-ThreePartners1.jpg) ![](https://amgwealthadvisors.com/hubfs/list.png) ## 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. [Browse Our Services](https://amgwealthadvisors.com/services?hsLang=en) ![iStock-529363195](https://amgwealthadvisors.com/hubfs/Page%20Images/iStock-529363195.jpg) ![lisce](https://amgwealthadvisors.com/hubfs/lisce.png) ## 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. ### Who We Partner With [Entrepreneurs](https://amgwealthadvisors.com/who-we-partner-with/entrepreneurs?hsLang=en) [Women In Financial Transition](https://amgwealthadvisors.com/who-we-partner-with/women-in-financial-transition?hsLang=en) [Affluent Individuals & Families](https://amgwealthadvisors.com/who-we-partner-with/affluent-individuals-families?hsLang=en) [Mid-Career Investors](https://amgwealthadvisors.com/who-we-partner-with/mid-career-investors?hsLang=en) ## More Than Advisors AMG Wealth Advisors prioritizes transparent communication and a client-first approach to custom financial strategy. We ensure that you feel supported while working toward your goals, and we are committed to building a strong partnership by going beyond managing your wealth. Ready to get started? Reach out today for a free consultation in Fredericksburg.  ![](https://22048782.fs1.hubspotusercontent-na1.net/hubfs/22048782/Group%203266%20(3).svg) Trust & Integrity ![personalized](https://amgwealthadvisors.com/hubfs/Page%20Images/personalized.svg) Personalized Approach ![relationships](https://amgwealthadvisors.com/hubfs/Page%20Images/relationships.svg) Strong Partnerships ![comprehensive](https://amgwealthadvisors.com/hubfs/Page%20Images/comprehensive.svg) Comprehensive Service ![accessibility](https://amgwealthadvisors.com/hubfs/Page%20Images/accessibility.svg) Accessibility & Responsiveness ![peace](https://amgwealthadvisors.com/hubfs/Page%20Images/peace.svg) Peace of Mind ![](https://22048782.fs1.hubspotusercontent-na1.net/hubfs/22048782/Group%203266%20(3).svg) Trust & Integrity ![personalized](https://amgwealthadvisors.com/hubfs/Page%20Images/personalized.svg) Personalized Approach ![relationships](https://amgwealthadvisors.com/hubfs/Page%20Images/relationships.svg) Strong Partnerships ![comprehensive](https://amgwealthadvisors.com/hubfs/Page%20Images/comprehensive.svg) Comprehensive Service ![accessibility](https://amgwealthadvisors.com/hubfs/Page%20Images/accessibility.svg) Accessibility & Responsiveness ![peace](https://amgwealthadvisors.com/hubfs/Page%20Images/peace.svg) Peace of Mind ![](https://22048782.fs1.hubspotusercontent-na1.net/hubfs/22048782/icons/testimonial-icon.png) “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.  ![AMG Wealth Advisors](https://amgwealthadvisors.com/hubfs/MG%20(1)-1.png) T: 512.647.1500 TF: 800.266.1723 1221 South Mopac Expressway, Suite 240 Austin, Texas 78746 [![linkedin](https://amgwealthadvisors.com/hubfs/ln.png)](https://www.linkedin.com/company/amg-wealth-advisors/) [![Instagram](https://amgwealthadvisors.com/hubfs/Instagram%20(1).png)](https://www.instagram.com/amgwealthadvisors/) All Investment Advisory Services are provided by Waterloo Capital d/b/a AMG Wealth Advisors, an SEC Registered Investment Adviser. Registration with the SEC does not imply a certain level of skill or expertise. AMG Wealth Advisors is not affiliated with Waterloo Capital. Additional information about Waterloo Capital d/b/a AMG Wealth Advisors, is available in its current disclosure documents, Form ADV Part 1A, Form ADV Part 2A Brochure, and Client Relationship Summary, which are accessible online via the SEC’s investment Adviser Public Disclosure (IAPD) database at www.adviserinfo.sec.gov. Waterloo Capital does not offer or provide legal or tax advice. Please consult your attorney and/or tax advisor for such services. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security. Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy will be profitable or equal any historical performance level. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third-party website you are leaving our site and assume total responsibility for your use or activity on the third-party sites. - ABOUT AMG - [Our Team](https://amgwealthadvisors.com/our-team) - [Why Choose Us](https://amgwealthadvisors.com/why-choose-us) - KNOWLEDGE - [Blog](https://amgwealthadvisors.com/knowledge/blog) - [Resources For You](https://amgwealthadvisors.com/knowledge/resources-for-you) - PARTNER WITH US - [Entreprenuers](https://amgwealthadvisors.com/who-we-partner-with/entrepreneurs) - [Women in Financial Transition](https://amgwealthadvisors.com/who-we-partner-with/women-in-financial-transition) - [Affluent Families & Individuals](https://amgwealthadvisors.com/who-we-partner-with/affluent-individuals-families) - [Mid-Career Investors](https://amgwealthadvisors.com/who-we-partner-with/mid-career-investors) - INVESTOR LOGIN - [Black Diamond](https://amgwealthadvisors.com/service-areas/fredericksburg#black-diamond) - [Goal Plan](https://amgwealthadvisors.com/service-areas/fredericksburg#goal-plan) - [Schwab Alliance](https://amgwealthadvisors.com/service-areas/fredericksburg#schwab-alliance) © AMG Wealth Advisors. All Rights Reserved. [Privacy Policy](https://waterloo-public.sfo3.digitaloceanspaces.com/Waterloo%20Privacy%20Policy%20122225.pdf) [Client Relationship Summary](https://waterloo-public.sfo3.digitaloceanspaces.com/AMG%20wealth%20Advisors%20Form%20CRS.pdf)