Our Jackson CFP® Team
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Jackson CFP Team Latest Posts
Latest news, and informational posts by the Jackson CFP® Team:
How We Give Big Pink
We make it a priority to give back to our communities and support our own in their endeavours to do so. On April 12, WorthPointe was a table sponsor of the Susan G. Komen® Greater Central and East Texas “Big Pink Give” event. Scott O’Brien, financial planner and partner, is the board president of this […]Read More
We are honored to make the list of AdvisorHQ’s Top Financial Advisors in Austin, Texas
We are so happy to see WorthPointe on AdvisorHQ’s Top Financial Advisors in Austin, Texas, to partner with in 2019. As examined in the article on the Advisor HQ Website, we know it’s difficult to know where to start when it comes to finding a financial advisor you can trust. And you want to someone […]Read More
How Brooks Morgan Rose From Intern to Partner at WorthPointe
We are pleased to announce that Brooks Morgan was recently made a partner at WorthPointe. Brooks began his WorthPointe journey in 2011, while still a student at the University of Texas, studying finance and business administration at the Red McComb School of Business. As an intern with us, he served as a wealth management associate, […]Read More
How Do We Compare to Austin’s Best Financial Planning Firms?
Every year, the Austin Business Journal publishes its annual Book of Lists. This downloadable document or print book — both available for purchase — lists the “hottest area companies in their field” based on ranking criteria specified by field. In addition to listing by rank, each entry also includes key contact information for decision-makers and […]Read More
2018 Year-End Investment Market Report
This was the year the long, seemingly endless bull market came to a crashing halt — and U.S. investors finally, for the first time since 2008, experienced the normal definition of a bear market (down 20% from the S&P 500’s all-time high on September 20). The bottom fell out in the final month of 2018, […]Read More
Picking Funds Based on Performance: A Fool’s Game
You’ve probably heard from the do-it-yourselfer at your office. “I just invest in the funds with the best performance.” But is this a reasonable? Though a book could be written citing numerous academic studies to address the validity of this “strategy,” I’ll cut to the chase by citing Dimensional Fund Advisors’ (DFA’s) annual study of […]Read MoreJackson, WY is located in the beautiful Jackson Hole Valley and nestled among the majestic Grand Tetons. Jackson Hole is known for its world class skiing, but the world is quickly taking notice of Jackson as a center of influence for financial movers and shakers. Jackson hosts the Jackson Hole Economic Policy Symposium, an annual meeting of the minds for some of the world’s central bankers. The picturesque landscapes of the area and the state’s historic role as a tax-friendly locale has attracted the wealthy from the the populous major corners of the United States.
WorthPointe’s team of professional financial advisors was attracted to Jackson, WY for the same reasons as our clients. We value our time spent with our families and appreciate the quality of life and opportunity for adventure that Jackson Hole provides us. We know it’s easier to enjoy the outdoors when your mind isn’t focused on your finances. Let our Jackson, WY CERTIFIED FINANCIAL PLANNERS™ think about your financial plan so you can spend time doing what matters to you.
The Jackson CFP® Team
Our Jackson CFP® team not only knows financial planning, our team understands Jackson Hole, which is why we’re committed to helping you make financial decisions that are right for you. To do this, we deliver best-in-industry knowledge and service. Each of our team members is a CERTIFIED FINANCIAL PLANNER™ professional, meaning we’re committed to putting your interests first. We know that your success is our success, and that your growth is our growth.
More Than Just Financial Planning
Our WorthPointe team loves Jackson just as much as you, which means that in addition to helping you plan your financial future, we like to network. Whether you’re looking for legal advice, a CPA, or even something to do this weekend, you can ask us for recommendations for a wide range of local experts who can assist in the other facets of your life. Our objective is to make your life less complicated so you can spend more time enjoying yourself. Whether it’s strategizing for retirement or scheduling your next vacation, WorthPointe’s fee-only financial planners in Jackson will help you make the most of life
If you’re looking for financial planners in Jackson who can help you achieve your goals, Contact the Jackson CFP® Team Today.
