Our Expert Services

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Wealth
Management

No matter what your level of wealth, working with PlanWise Financial Group can help you pursue your goals. Together, we’ll go through a comprehensive process for managing your financial life and creating a long-term plan customized to your needs. 

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Company
Retirement Plans

We help keep your retirement plan on course. Our expertise, objective advice, and fiduciary responsibility means you can trust us to do what's right for you. Our custom participant education programs provide a foundation for participants to achieve optimal results.

Why PlanWise

Regardless of their income level, everyone faces decisions regarding financial planning.

 

We are a boutique firm that focuses on providing the highest level of service to our clients. Our goal is to help simplify and enrich your life. We have extensive experience providing personal financial planning, business management, and tax services to high-net-worth individuals and their families, as well as to family businesses and foundations. We’ll help you manage and preserve your wealth in accordance with your personal financial goals.
 

At PlanWise Financial Group, we have a team of professionals dedicated to exceeding our clients’ expectations, earning us our reputation as a trusted partner. Our group provides concierge-style services so that our clients can rest easy with the knowledge that the complex details are in the hands of their trusted Advisors.

We are committed to you and your long-term financial success. 

 

Meet Our Team

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Jessica Blood

Partner, Wealth Management Strategies

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Heather Heron, AIF®

Partner, Retirement Plan Strategies

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Christopher Jones, AWMA®

Partner, Wealth Management Strategies

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Stacy League, AIF®

Partner, Retirement Plan Strategies

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Jennifer Cooper

Client Service Manager

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Sara Seyer

Retirement Plan Associate

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PlanWise Financial Group
4801 Spicewood Springs Road, Suite 200, Austin TX 78759

Phone: 512.290.9020  |  Fax: 512.290.9010 

This communication is strictly intended for individuals residing in the states of AR, CA, CO, FL, GA, ID, IL, LA, MA, MD, MI, MN, MS, NJ, NM, NY, OK, PA, TN, TX, UT, VA, WA, WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

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