About Company

49 Financial, operating under 49 Wealth Management, LLC, is an SEC-registered investment adviser headquartered in Austin, Texas, with offices across the United States, including Dallas, Houston, Atlanta, Charlotte, and Los Angeles. Founded in 2019, the company provides comprehensive financial planning and wealth management services, taking a holistic approach to guide clients through all aspects of their financial lives. The firm’s mission is to meet clients where they are, whether that means developing a full financial plan or complementing an existing strategy. 49 Financial emphasizes long-term, fundamentals-based investment strategies and partners with clients to pursue sustainable growth and financial confidence. While its advisory services are offered through the firm directly, commissionable products are managed under Oakwood Capital Securities. The company is recognized for its client-centered approach, its team-driven culture, and its focus on purpose, passion, and people in financial planning

Service Category

Area Served

Project Photos 

Reviews