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Financial Planners in San Marcos

AMG Wealth Advisors has been helping Texas families and individuals attain new levels of financial freedom for years. Based in Austin, we serve San Marcos and other nearby communities.

We focus on getting to know and building relationships with our clients so we can create customized financial strategies that protect, preserve, and grow your wealth. This approach holds true for all of the wealth management services we offer:

- Retirement planning
- Estate planning
- Asset management
- Business succession planning
- Tax solutions

As members of the local community ourselves, we prioritize getting to know our clients beyond your financial statements. We want to discover what aspirations you have, what you’ve tried in the past, any concerns or excitement you have around a particular area of your wealth or the phase of life you’re in. After getting a comprehensive idea of your life, we can put together a plan to see how we can structure your finances to help you get there. 

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Women-Owned, Client-Focused.

We wear our title of a “women-owned wealth management firm” as a badge of honor. We’re proud to hold our team to the highest standards of integrity, trust, and transparency to best serve and support our clients — many of whom we’ve been advising for years. 

We’ve developed these long-term relationships through our service-oriented approach to financial planning. Since day one, we’ve looked at each client’s wealth through a holistic lens, providing expert recommendations that consider every page of their financial playbook. 

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Advocating for You and Your Wealth

As financial advisors in San Marcos, we’re here to make your wealth management feel as seamless and efficient as possible. We’re able to offer this to you because of the behind-the-scenes work we put in: designing a personalized financial roadmap for your life. 

We understand that finances are not one-dimensional. There are many subtleties and nuances, along with your personal wealth goals, to consider when creating a financial plan — and you can trust that we carefully assess each aspect. 

From risk management to investment analysis to comprehensive financial planning, our experienced wealth advisors will steer you through any concerns or questions until you land on a wealth strategy that feels right for you. 

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Supporting You Through Life’s Milestones

Your wealth reflects years of hard work and dedication, and AMG Wealth Advisors is here to help you protect that legacy. We offer personalized services such as estate planning, strategies for generating retirement income, and tailored business transition plans to guide you through life’s pivotal moments.

Our team of certified experts takes a personalized approach to financial planning, ensuring every strategy is designed to foster growth and peace of mind. Whether you’re making significant changes or looking ahead to the future, AMG is your steadfast partner every step of the way.

“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.

Get Financial Clarity

Fill out the form below to set up an initial 15-minute conversation to learn about our customized approach to wealth management.