49 Financial strives to serve people by taking a holistic approach when looking at their financial situation. Whether we can add value through implementing a full financial plan or by complementing your current financial situation, our goal is to meet you where you are.  

49 Wealth Management, LLC d/b/a 49 Financial, is an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or expertise. All investment advisory activities are performed through 49 Financial. All commissionable product sales are performed through and under the supervision of Oakwood Capital Securities (“Oakwood Capital”). 49 Financial and Oakwood Capital are not affiliated entities. Please visit https://adviserinfo.sec.gov/firm/summary/319484 For additional information regarding 49 Financials’ services, fees, conflicts of interest, and other important information.

The information on this LinkedIn page is for informational purposes only and does not constitute a recommendation or offer to sell any securities or investment advisory services. All information provided here is based on sources believed to be reliable but is not guaranteed as to accuracy or completeness. Links to third-party media articles and/or websites are for general information purposes only and do not constitute an offer or solicitation of any kind. They are not intended and should not be relied upon as investment, insurance, tax, or financial advice. 49 Financial and its affiliates make no representation as to the accuracy or completeness of any statements, statistics, data, opinions, forecasts, or predictions provided in any third-party article and/or website content.

Consulting

Finance

FinTech

Investment Management

Personal Finance

49 Financial

49 Financial's headquarters in Austin, United States

This department focuses on providing personalized investment and financial strategies for high-net-worth clients.

Wealth Management

This department provides a range of financial services including advising, planning, and professional financial management.

Financial Services

This department oversees strategic direction and executive decision-making for the organization.

Executive Leadership

This department manages financial planning, analysis, and reporting for the organization.

Finance Department

This department provides specialized consulting and advisory services to clients.

Professional Services

This department oversees strategic market initiatives and drives regional growth efforts.

Market Leadership

This department manages and enhances operational processes to improve efficiency and effectiveness within the organization.

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People (2)

Jobs (0)

Other teams

Financial Services

Executive Leadership

Finance Department

Professional Services

Market Leadership

Operations Department

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People (2)

Jobs (0)

Other teams

Financial Services

Executive Leadership

Finance Department

Professional Services

Market Leadership

Operations Department

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