Our Story
We started advising clients in 2006 as a team at Morgan Keegan (now Raymond James) before establishing AMG Wealth Advisors in 2018. Creating a boutique, independent firm has added value for our long-standing and newly established clients who benefit from our comprehensive approach to wealth management. Our mission is to help you understand your financial path forward, manage risk, maximize returns for a lifetime, and secure your legacy. That level of personal care means more than putting data into a market-driven investment program.
Bigger Than Texas
Rooted in Austin, Texas, but with an extensive reach across all corners of the U.S., we work with many business owners and families from a variety of industries including real estate, technology, and oil and gas. As our team expands, so does our client base, reflecting diverse origins and experiences. Wherever you reside, we're ready to learn more about your unique situation and how we can help you live out your best life.
Community Impact
We take immense pride in offering charitable giving planning services, empowering you to amplify the influence of your wealth in support of the causes close to your heart.
Working with clients that value philanthropy has reinforced our own commitment to charitable giving. Our vibrant community has made running a successful business possible, so we do our best to pay it forward by working to improve financial literacy in our community as well as other sponsorships and donations. Learn more about the causes close to our hearts on our individual biography pages.
A Foundation Of Trust
Our dedication to trust and integrity forms the cornerstone of our practice. Clients feel secure confiding in us about their financial matters--valuing our transparent and straightforward approach, reliability, and absence of hidden agendas.
Strong Partnerships, Lasting Relationships
Our advisors genuinely enjoy fostering strong bonds with clients, demonstrating a sincere interest in their lives and well-being beyond finances. We prioritize regular in-person meetings and engagements, so our client-advisor connections often evolve into genuine friendships.
Many clients have come to us from referrals, which we consider the utmost compliment and a testament to our lasting client relationships.
Certified & Committed to Continuous Education
The credentials our advisors hold represent far more than just membership. Each designation was earned with years of intense studying, rigorous testing, hands-on experience, and adherence to the highest ethical standards. Visit our professional certifications page for details about our qualifications.
Always A Phone Call Away
We're dedicated to being available and responsive to your needs. Our clients value that we are prompt and always ready to answer questions and address concerns. With our supportive team of advisors and staff working closely together, we provide a higher level of service and access than a solo practice.
Service Areas
We offer a high level of service across the state of Texas—reach out to us if you don't see your location listed.
Round Rock, Waco, San Marcos, New Braunfels, Dripping Springs, Georgetown, Fredericksburg, Boerne, and Marble Falls.