The Mindfulness of Being Financially Successful

posted on September 18th 2017 in Austin CFP Team Posts with 0 Comments

“Mindfulness doesn’t do any good unless there’s discipline attached to it.” We became financial advisors first and foremost to provide our clients with fulfilled, happy lives. Austin Partner Morgan H. Smith discusses the important role that mindfulness plays in your financial life and how a financial advisor can guide you in financial discipline.

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Forbes Names Joshua Wilson Top Next Generation Wealth Advisor

posted on August 29th 2017 in Fort Worth CFP Team Posts & WorthPointe News with 0 Comments

Forbes Magazine has named Joshua Wilson, Chief Investment Officer at WorthPointe, one of the Top Next Generation Wealth Advisors nationally. WorthPointe is particularly proud of Joshua’s recognition as an RIA among a list largely composed of advisors out of big brokerages offering fee-based services. Joshua has a strong commitment to the fiduciary standard and ethical, […]

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