Financial Planning Made Simple

Let us help remove the complexity, jargon, and stress associated with financial planning and investment management. We are strong believers in the concept of keeping-it-simple, an approach that usually outperforms overly complex and costly solutions.

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Financial Advisor Austin, Financial Advisor Houston

Welcome to Hamilton Financial Planning!

Investment Management in Austin, Houston, and Charleston

We designed this firm with you in mind, to help you achieve your financial goals in a process that is direct, transparent, modern and affordable. We provide one-on-one personal service to truly understand your ideas, concerns, and plans. We then build a custom plan to achieve your goals for savings, retirement, college, investments and gifting strategies.

Financial Advisor Austin, Financial Advisor Houston

SMART

Our processes, tools, procedures are designed to be scalable and efficient.

Financial Advisor Austin, Financial Advisor Houston

PERSONAL

We build strong one-on-one relationships to foster a long-term, trusting relationship.

AFFORDABLE

Our pricing structure is affordable and fair.

Financial Advisor Austin, Financial Advisor Houston

TRANSPARENT

Our process, prices and procedures are clear.

Financial Advisor Austin, Financial Advisor Houston

Services

Financial Advisor Austin, Financial Advisor Houston

Financial planning

  • We build and keep current a complex financial model for all clients.
  • The modeling is real-time; we work with you to build a realistic model of your future and test various scenarios for success.
  • We comprehensively cover: retirement planning, college planning, tax strategies, and legal and insurance reviews.
  • Our ultimate objective is to help you achieve your financial goals.
Financial Advisor Austin, Financial Advisor Houston

Investment Management

  • We offer full-service investment management assistance that handles every aspect of your financial needs. This includes account opening, rebalancing to reviews, and performance discussions.
  • We recommend Dimensional Fund Advisors (DFA), which are very high quality and moderately priced mutual funds.
  • DFA focuses on academic analysis, not the latest fads to help you achieve your financial goals.
  • We help you leverage behavior finance theories to maximize your long-term returns. We also leverage the latest research for tax alpha and other strategies to help you reach your goals.

Our Beliefs

Help our clients achieve their financial goals, providing a world-class customer experience at fair prices.

Our Values

Financial advice should be available to everyone, with no minimum asset requirements, and advisors should provide a direct and transparent process, leveraging technology to continually reduce costs by scaling and increasing efficiency.

Our Affiliations

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