6850 Austin Center Blvd, Suite 350 | Austin, TX 78731-3132 | Phone: 512.476.6392
Utilizing a multi-disciplined approach, 
goes beyond providing basic investment advice to include intergenerational planning and philanthropic consulting while striving to become lifelong advisors to our clients.
Our expertise in investment strategies, securities, insurance, pension plans, real estate and taxes helps to customize wealth accumulation and conservation needs for the affluent and super-affluent individual.
Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc.
A Registered Broker Dealer and Investment Advisor, Member FINRA/SIPC
is independently owned and operated.
The principal place of business and the state of domicile for is:
6850 Austin Center Blvd., Suite 350
Austin, TX 78731-3132
512.476.6392
is a member of M Financial Group.
Please go to mfin.com/DisclosureStatement for further details regarding this relationship.