49 Financial

HQ
Austin
Total Offices: 8
203 Total Employees
Year Founded: 2019
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Financial Services
49 Financial is a values-based financial planning firm built around a collaborative advisor-team model. It helps clients understand their financial circumstances, develop strategies tailored to their goals, and navigate complex financial decisions. The company emphasizes getting to know each client, leveraging its advisors’ collective expertise, and providing clear next steps toward financial goals. Its stated philosophy is that people can accomplish more by planning together.

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49 Financial Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: None
HQAustin, Texas, USA
Atlanta, Georgia, USA
Charlotte, North Carolina, USA
Dallas, Texas, USA
El Segundo, California, USA
Houston, Texas, USA
Jacksonville Beach, Florida, USA
Rogers, Arkansas, USA
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