experienced, educated, unbiased
wealth advisors
Pioneer Wealth Management Group is an organization born out of a desire to make quality fee-only planning available
for all.
Our Promise
We provide holistic financial advice, understanding that finances are only one piece of a client's life. Our advisors adhere to a strict fiduciary oath. This means we always operate in our client's best interest.
We Provide
Investment Management
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invest with a purpose
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goal driven
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customized solutions
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data driven
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focus on efficiency
Wealth Planning
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portfolio design
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tax strategies
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risk management
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estate, charitable gifting strategies
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implementation and review
Life Event Planning
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retirement
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business sale
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stock option, RSUs
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inheritance, large gifts
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other life transitions
Family Office
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oversee whole family finances
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investment management
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property management
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bookkeeping
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tax preparation
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a finance department for your family
Your Advisors
helping to create financial empowerment for all
Daphne Jordan, CFP®
April Busby, CPA
Shirley Sanchez, MS
Anthony Guzman, CFP®
Nicole Renaux, CFP®
Nikki Yates
VISIT
Austin: Downtown
800 W. 5th Street, Suite 100B
Austin, TX 78703
North Dallas
5700 Granite Parkway
Suite 200, Plano, TX 75024
Call
Austin Office. 512-334-6800
Dallas Office. 972-642-1600
Fax. 866-537-9403