Pioneer Wealth Management Group: Fee-Only Financial Advice | 78701

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Experienced, educated, unbiased wealth advisors based in Austin, Texas

Pioneer Wealth is proud to be part of Dave Ramsey's SmartVestor Pro program

After completing Financial Peace University, Anthony incorporated Ramsey principles with his CERTIFIED FINANCIAL PLANNER™ designation and expertise to build wealth and purpose for his family.

Now Anthony shares his experience and passion for financial education to help as many people as possible. Anthony promotes financial education through his church involvements and is driven to advance the calling of the households he serves.

Pioneer Wealth promotes a pathway towards financial peace & clarity through holistic fiduciary financial planning and wealth management services. This means as fee-only advisors we do NOT sell commissioned products and are only paid by the client for our tailored advice and investment management.

Interested in an initial consultation? Send us a message via the contact tab below or give us call at 512.334.6800. We look forward to hearing more of your story to see how we can help!

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.

services

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

Your Advisors

helping to create financial empowerment for all

Milad Taghehchian CPA, CFP®

CEO and Founder, Milad Taghehchian, CPA, CFP

Daphne Jordan, CFP®

Partner, Daphne Jordan, CFP

Chris Cyndecki, CFA, CFP®

Partner, Chris Cyndecki, CFA, CFP

April Busby, CPA, CFP®

Financial Advisor April Busby, CPA, CFP

Ian Tennant, ChFC®, EA

Partner, Ian Tennant, ChFC

Nicole Renaux, CFP®

Partner, Nicole Renaux, CFP

Shirley Sanchez, CFP®, MS

Financial Advisor Shirley Sanchez, CFP

Anthony Guzman, CFP®

Financial Advisor Anthony Guzman, CFP

Anthony Guzman discusses his experiences as a wealth advisor

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.

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

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.

Anthony Guzman discuses his experiences as a fee only wealth advisor

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.

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

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

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

02:55

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

Chris Cyndecki is a Chartered Financial Analyst and Certified Financial Planner Practitioner with Pioneer Wealth Management Group serving clients in Austin and Dallas, TX. www.pioneerwealth.com

Ian Tennant, CHFC introducing Pioneer Wealth Management Group

02:15

Ian Tennant, CHFC introducing Pioneer Wealth Management Group

Ian Tennant s a fee only wealth management advisor in Austin TX.

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

01:50

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

Daphne Jordan is a fee only Certified Financial Planner Practitioner at Pioneer Wealth Management Group in Austin TX.

Ian Tennant on the source of financial decision making

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.

Source of Financial Actions: Milad Taghehchian from Pioneer Wealth Management Group

04:50

Source of Financial Actions: Milad Taghehchian from Pioneer Wealth Management Group

Milad Taghehchian of Pioneer Wealth Management Group discusses the source of financial decision making. What is our foundation that we build financial decision making upon. Often the source is things we learned growing up. We then treat our finances based on these experiences. Emotions like fear, anxiety, desires, and wants can have tremendous impacts.

contact

VISIT

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

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

Kingsport Tennessee
136 W Main Street
Kingsport, TN 37660

Call

Austin Office. 512-334-6800

Dallas Office. 972-642-1600

Fax. 866-537-9403

Inquire

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