Wimberley is a creative, tight-knit Hill Country community nestled along Cypress Creek. Artists, retirees, small business owners, and families who choose Wimberley are often drawn by its natural beauty and independent spirit — and that tends to show up in their financial lives too.
We work with Wimberley clients who want a plan that reflects the life they've intentionally built: retirees on Cypress Creek coordinating income streams, self-employed creatives balancing irregular income with long-term goals, and families threading multigenerational wealth through thoughtful estate planning.
Our office is in downtown New Braunfels, about 35 minutes southwest. We meet with Wimberley clients in person and virtually — whichever feels right for you.
Who We Work With in Wimberley
Many of our Wimberley clients are in or near retirement, having accumulated meaningful assets through a career and now wanting clarity about what's next. Others are self-employed artists, writers, or consultants whose income doesn't fit a standard paycheck mold — and whose financial plan needs to account for that.
A meaningful share of our Wimberley clients come to us because they've already thought hard about what matters — and want a financial plan that matches that clarity instead of imposing a generic template.
What Makes Planning in Wimberley Unique
Values-based planning. Wimberley residents tend to have already made choices about how they want to live. That makes a Statement of Financial Purpose particularly powerful — the plan flows from the why, not the other way around.
Self-employed creatives. Artists, writers, and consultants in Wimberley have income that rarely fits standard retirement plan rules. We help design SEP-IRAs, solo 401(k)s, tax strategies, and cash flow plans that work with uneven income.
Retirement on Cypress Creek. Retirees in Wimberley often face income coordination questions: Social Security timing, Medicare, Roth conversions, and how to draw down without sabotaging tax brackets or IRMAA thresholds.
Estate planning and legacy. Under 2026 OBBBA rules, estate planning is as much about coordination — titling, beneficiaries, trust structures, and tax strategy — as it is about documents. We help Wimberley families make sure those pieces work together.
How We Work
We're fee-only, fiduciary, and built around a simple idea: money is a tool, not a goal. Every plan starts with a values conversation and follows our Values → Goals → Decisions → Actions framework.