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

invest with a purpose
goal driven
customized solutions
data driven
focus on efficiency

Wealth Planning

portfolio design
tax strategies
risk management
estate, charitable gifting strategies
implementation and review

Life Event Planning

retirement
business sale
stock option, RSUs
inheritance, large gifts
other life transitions

Family Office

oversee whole family finances
investment management
property management
bookkeeping
tax preparation
a finance department for your family

Your Advisors

helping to create financial empowerment for all

Milad Taghehchian CPA, CFP®

Daphne Jordan, CFP®

April Busby, CPA, CFP®

Shirley Sanchez, MS

Shirley_PioneerWealth%20Headshot-%20EDIT

Ian Tennant, ChFC®, EA

Anthony Guzman, CFP®

Chris Cyndecki, CFA, CFP®

Nicole Renaux, CFP®

Nikki Yates, CFP®

03:19

Anthony Guzman discusses his experiences as a wealth advisor

Anthony Guzman is an Associate Wealth Advisor at Pioneer Wealth Management Group in Austin, TX. Anthony provides fee-only financial planning and investment management. Pioneer Wealth abides by a strict fiduciary oath.

03:22

Nicole Renaux, CFP(R) discusses the financial lessons of Beyonce

Nicole Renaux is a CFP and fee only financial planner and investment advisor based out of Austin, Texas. She discusses here the many financial lessons presented throughout Beyonce's musical career. Her work at Pioneer Wealth Management group as a fiduciary advisor helps hundreds of clients on their path to financial security.

03:02

Anthony Guzman discuses his experiences as a fee only wealth advisor

Anthony Guzman is an Associate Wealth Advisor at Pioneer Wealth Management Group in Austin, TX. Anthony provides fee-only financial planning and investment management. Pioneer Wealth abides by a strict fiduciary oath.

02:15

April Busby, CPA chats about her experiences as a wealth advisor

April Busby, CPA discusses her earliest experiences with investments and her wealth of knowledge and experience that she is bringing to wealth management. April is a fee only fiduciary financial planner and investment advisor in Austin, TX

04:09

Ian Tennant on the source of financial decision making

Ian Tennant of Pioneer Wealth Management Group shares some of the situations that gave rise to the source of his financial experiences. The decisions we make today and emotions we have around finances is impacted by so many experiences large or small throughout our early lifetime. Understanding that source can help empower more intentional decision making going forward.

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

Wealth Planning

Life Event Planning

Family Office

Your Advisors

Milad Taghehchian CPA, CFP®

Daphne Jordan, CFP®

April Busby, CPA, CFP®

Shirley Sanchez, MS

Ian Tennant, ChFC®, EA

Anthony Guzman, CFP®

Chris Cyndecki, CFA, CFP®

Nicole Renaux, CFP®

Nikki Yates, CFP®

Anthony Guzman discusses his experiences as a wealth advisor

Nicole Renaux, CFP(R) discusses the financial lessons of Beyonce

Anthony Guzman discuses his experiences as a fee only wealth advisor

April Busby, CPA chats about her experiences as a wealth advisor

Christopher Cyndecki, CFA, CFP(R) introducing Pioneer Wealth Management Group

Ian Tennant, CHFC introducing Pioneer Wealth Management Group

Daphne Jordan, CFP(R) introducing Pioneer Wealth Management Group

Ian Tennant on the source of financial decision making

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

Inquire

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

Wealth Planning

Life Event Planning

Family Office

Your Advisors

Milad Taghehchian CPA, CFP®

Daphne Jordan, CFP®

April Busby, CPA, CFP®

Shirley Sanchez, MS

Ian Tennant, ChFC®, EA

Anthony Guzman, CFP®

Chris Cyndecki, CFA, CFP®

Nicole Renaux, CFP®

Nikki Yates, CFP®

Anthony Guzman discusses his experiences as a wealth advisor

Nicole Renaux, CFP(R) discusses the financial lessons of Beyonce

Anthony Guzman discuses his experiences as a fee only wealth advisor

April Busby, CPA chats about her experiences as a wealth advisor

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

Inquire

Pioneer Wealth Management Group is an organization born out of a desire to make quality fee-only planning available
for all.

Austin: Downtown
800 W. 5th Street, Suite 100B
Austin, TX 78703

North Dallas
5700 Granite Parkway
Suite 200, Plano, TX 75024