Broker Check
Erik Antener


Cut through the fog

Cut through the fog

There is so much financial information, education and entertainment today that it's hard to figure out what actually applies to us. That's one reason I'm keeping this web site as simple as possible. Our job is to filter out the noise and guide you to the things that will have a positive impact on your financial life. 

Start by completing the quick self assessment below. The results are completely private unless you choose to submit them to us.

What's the Money For?

What's the Money For?

We believe in having a great life from this point onward. We'll help you achieve short-term, long-term and legacy goals while making sure you're strong enough to withstand the challenges along the way.

This is a photo of me and my wife Liz taken in Heidelburg, Germany just before Christmas, 2021. Liz is an outstanding travel advisor and seeing the world is a constant theme of our life.

What do you want yours to be?

Who we work with

Who we work with

While we're based in Austin, we've been working with clients across the country for years. We were Zooming before it was cool. (We're kidding. We don't think Zoom is cool, but it's a useful tool these days.)

Our clients are a diverse and eclectic bunch but they all have three things in common:

A realistically positive outlook. We're not Pollyannas but a measured optimism is the only realistic way to look at the world. And we can back that up with facts.
A need or a desire to make a change. Whether it's finally getting your financial act together, a new direction in your life or you're getting ready to retire or sell your business, we work best in fluid situations.
Being coachable. We're not here to confirm your priors. In today's information vortex, you can easilly find a dozen places that will tell you what you want to hear. We'll tell you what you need to hear.

Meet the team

Farley Antener

Farley Antener

Chief Hang Around Guy

Have a Question?

Thank you!
Oops!