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.
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.
You deserve a financial advisor who can be trusted to manage your wealth while you continue to focus on the things that matter most.