Nestled in the scenic Cibolo Creek corridor of Kendall County, Boerne has become one of the most sought-after communities in the Texas Hill Country. Residents here value small-town character, access to San Antonio's economy, and the kind of quality of life that attracts families, retirees, and entrepreneurs in equal measure.
We work with Boerne clients who are navigating the financial complexity that comes with a successful life — approaching retirement with significant assets to coordinate, preparing to sell or transition a business, managing family land and real estate holdings, or building a plan that will support the next generation.
Our office is in downtown New Braunfels, about 35 minutes down I-10. We meet with Boerne clients in person and virtually — whichever works best for your schedule.
Who We Work With in Boerne
Many of our Boerne clients are in or approaching retirement, with complex portfolios built through decades of disciplined saving, concentrated stock positions, or business ownership. Others are business owners thinking about what comes next — whether that's a sale, a family succession, or continued growth with clearer financial goals.
A growing number are families who have relocated to Boerne from higher-cost states and want a financial plan that reflects their new situation — lower state taxes, different real estate dynamics, and a fresh opportunity to get intentional about what their wealth is for.
What Makes Planning in Boerne Unique
Estate complexity. Boerne households often hold significant real estate, business interests, and investment portfolios. Under the 2026 OBBBA estate tax rules, estate planning is as much about coordination — titling, beneficiaries, trust structures, and tax strategy — as it is about documents.
Business exit planning. Many Boerne business owners have spent years building companies they hope to exit on their terms. We help coordinate the tax, investment, and personal financial decisions that turn a successful business sale into a durable retirement.
Real estate strategy. Whether it's a ranch, rental property, or a family homestead, we help Boerne clients think about how real estate fits into the full financial picture — including 1031 exchanges, property tax planning, and integration with investment assets.
Retirement income coordination. Pre-retirees in Boerne face a specific planning puzzle: how to sequence withdrawals from taxable, tax-deferred, and Roth accounts; when to claim Social Security; how Medicare and IRMAA interact; and how to leave room for Roth conversions in early retirement.
How We Work
Every engagement starts with a values conversation — what matters most, what your money is for, and what you want the next chapter of your life to look like. From there we build a plan grounded in our framework: Values → Goals → Decisions → Actions.
We're fee-only, meaning we don't sell products or earn commissions. We're fiduciary at all times. And we'd rather know your kid's name than your account number.