about us

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here at 49 financial…

It is our belief that the financial industry has been in need of a major revolution for quite some time now. Somewhere along the way, the deep care for another person and their finances seems to have been lost. Today, new associates are thrown into a career with one of the lowest retention rates in the United States*. 

Finance is one of the most important pieces of people’s lives. It has the ability to bring overwhelming joy and peace, while also enormous amounts of stress and discomfort. For something this important, it is our belief that building lifelong relationships with people and providing financial guidance is one of the most needed and rewarding ways to live out one’s professional calling.

49 Financial is working toward changing the financial services industry for the better through our associates’ fierce loyalty, selfless teamwork, abundant gratitude, and deep conviction. We want to be the catalysts to bring the focus back to people. We believe in the power that comes from planning for finances together, rather than alone, for both our clients and our associates.

 

*Source: Forbes.com - Top 8 Workplace Trends in the Financial Services Industry ; CBM Group - 4 year financial services


our core values

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Conviction

Steadfast belief in our mission to revolutionize the industry.

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GRATITUDE

The antidote to greed and ego.

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LOYALTY

Staying true even when it hurts.

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INTEGRITY

Relentless accountability.

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TEAMWORK

Two are better than One.


OUR OFFICES

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HEADQUARTERS Austin

The Austin office opened in 2015 and is located north of downtown. Our offices are on the top floor with the the surrounding city in view. With open spaces to work, Monday coffee & putting breaks, food trucks in the parking lot and a newly added ping pong table, the office fosters collaboration and fun.  

 
 
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DALLAS OFFICE

The Dallas office officially opened in 2018. With a growing team of over 20 advisors, our team offers a diverse skill-set developed through relationships, experience, and mentorship in various national markets. Our team is committed to the communities of greater DFW through non-profit service and community engagement. For us, service isn’t just about where we’ve been as individuals – it’s about where we’re going together.