Resonance Financial
Resonance Financial
6500 River Place Blvd
Bld 7, Ste 250
Austin, TX 78730
6500 River Place Blvd
Bld 7, Ste 250
Austin, TX 78730
wealth management in Austin, Texas
Resonance Financial is a comprehensive private wealth management firm dedicated to helping people meet their financial goals. We are independent and fee-only, avoiding the conflicts of interest often seen at larger firms. Our financial planning and asset management services are customized for each client and utilize some of the top research, strategy, and planning tools available in the financial industry. We’re located in Austin, but have clients throughout Texas and several other states.
We adhere to a fiduciary standard, always putting our clients’ interests first and never accept commissions. Qualified investors receive a complimentary first meeting to see if our approach and process is right for them.
Keywords: wealth management, asset management, financial planning, austin wealth management,
Resonance Financial is a comprehensive private wealth management firm dedicated to helping people meet their financial goals. We are independent and fee-only, avoiding the conflicts of interest often seen at larger firms. Our financial planning and asset management services are customized for each client and utilize some of the top research, strategy, and planning tools available in the financial industry. We’re located in Austin, but have clients throughout Texas and several other states.
We adhere to a fiduciary standard, always putting our clients’ interests first and never accept commissions. Qualified investors receive a complimentary first meeting to see if our approach and process is right for them.
Keywords: wealth management, asset management, financial planning, austin wealth management,
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Interview Q&A
How long have you been in business?
2 years
What is your primary product or service?
wealth management
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
reviewing stock quotes in the daily newspaper as a child
How do you differentiate yourself from other businesses in your category and area?
more difficult financial credentials with CFP° and CFA
How many locations do you have and do you have plans to expand?
1, yes
Provide detailed directions to your location
off river place and 2222
What type of payments do you accept?
cash
Which areas do you service?
all of metro Austin and several other states
Who owns your company or runs daily operations?
Jason Self
What are your hours of operation?
9-5
What is the best compliment anyone can give you?
refer another client
2 years
What is your primary product or service?
wealth management
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
reviewing stock quotes in the daily newspaper as a child
How do you differentiate yourself from other businesses in your category and area?
more difficult financial credentials with CFP° and CFA
How many locations do you have and do you have plans to expand?
1, yes
Provide detailed directions to your location
off river place and 2222
What type of payments do you accept?
cash
Which areas do you service?
all of metro Austin and several other states
Who owns your company or runs daily operations?
Jason Self
What are your hours of operation?
9-5
What is the best compliment anyone can give you?
refer another client
Contact Resonance Financial:
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