We are thrilled to have been certified this year as a 2024 Great Place to Work! 49 would not be where we are today if it wasn’t for the dedication and commitment of our team to hard work, culture, and impact. Check out our blog to read a bit more about what it means to be a Great Place To Work US 🎉
About us
49 Financial strives to serve people by taking a holistic approach when looking at their financial situation. Whether we can add value through implementing a full financial plan or by complementing your current financial situation, our goal is to meet you where you are. 49 Wealth Management, LLC d/b/a 49 Financial, is an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or expertise. All investment advisory activities are performed through 49 Financial. All commissionable product sales are performed through and under the supervision of Oakwood Capital Securities (“Oakwood Capital”). 49 Financial and Oakwood Capital are not affiliated entities. Please visit https://adviserinfo.sec.gov/firm/summary/319484 For additional information regarding 49 Financials’ services, fees, conflicts of interest, and other important information. The information on this LinkedIn page is for informational purposes only and does not constitute a recommendation or offer to sell any securities or investment advisory services. All information provided here is based on sources believed to be reliable but is not guaranteed as to accuracy or completeness. Links to third-party media articles and/or websites are for general information purposes only and do not constitute an offer or solicitation of any kind. They are not intended and should not be relied upon as investment, insurance, tax, or financial advice. 49 Financial and its affiliates make no representation as to the accuracy or completeness of any statements, statistics, data, opinions, forecasts, or predictions provided in any third-party article and/or website content.
- Website
-
https://www.49financial.com
External link for 49 Financial
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Austin, TX
- Type
- Privately Held
- Founded
- 2019
Locations
Employees at 49 Financial
-
Nicole Macaluso
Event Planner for 49 Financial
-
Luke Winskowski, CFP® MBA
Senior financial services executive | Leads to build businesses for impact | Nurtures talent, inspires culture, creates community.
-
Jeff Davidson
Founder & Chairman at Camp Gladiator 💪🏼, Founder & Chairman at Victory Financial Group 💰, 6 Time Founder 🎉, Texas Longhorn🤘🏼
-
R. Clayton Anderson
Director of Client Success at 49 Financial
Updates
-
Finding an organization that genuinely embodies its principles is rare but crucial. In an episode of our Launch Your Life podcast, Justin Lopez, Head of Generosity, discusses the importance of aligning yourself with an organization that truly shares your values. Tune in to the full episode below! https://lnkd.in/eisCGbyD
-
What happened last week in the market? It can be difficult to stay up to date on relevant information and how you may be impacted as a result. Take a look at this week's Market Update and Commentary and discuss it with an advisor today! https://lnkd.in/gfxJ7Bmf
-
-
Organizations like 49 are committed to investing in the next generation of leaders. As you navigate your career path, how do you balance your personal aspirations with professional opportunities? What key qualities should you seek in a company to ensure growth and success as a leader? Listen to the full episode "Maximizing Your College Experience" with Jeff Pickering below! https://lnkd.in/eUFzA8-G
-
-
The team keeps growing, and we couldn't be happier! We are welcoming Parrish Peddrick, J.D., CFP®, to 49 Financial as the Head of Fractional Family Office. Read a bit more about her extensive expertise in the industry and the ways she will elevate our client service in the article below!
Parrish Peddrick | People on The Move - Austin Business Journal
bizjournals.com
-
In the midst of some of life's hardest moments, the power of preparation can provide significant comfort. Dean Dillenberg's blog, "The Importance of Having a Will and Power of Attorney: Clarity is Kindness," discusses the necessity of planning ahead for your loved ones.
The Importance of Having a Will and Power of Attorney: Clarity is Kindness - 49 Financial
49financial.com
-
Exciting news for 49 all thanks to our incredible people! Check it out at the link below 🎉
Fortune Best Workplaces in Texas™ 2024
greatplacetowork.com