top of page
Experienced, educated, unbiased wealth advisors based in Austin, Texas

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

SmartVestor-Logo-Ramsey-White-5-21 (1).png

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.


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

Daphne Jordan, CFP®
April Busby,  CPA, CFP®
Nicole Renaux, CFP® 
Shirley Sanchez, CFP®, MS
Anthony Guzman, CFP®


Whats on your mind?
bottom of page