I wanted someone who knew what they were doing to take a holistic view of my financial situation…read moreand tell me where I'm good and where I can do better. I got the pleasure to work with both Austin and Don and I couldn't be more satisfied. They touched not only on the obvious areas one might consider as part of their financial planning, but also on areas that I never even considered in a step-by-step task-oriented manner that helped me adjust my position and set my self up for continued success. Really happy to have found these two at MPWM, definitely money and time well spent.

When I was looking for a financial advisor, I was seeking someone who would not only invest on my…read morebehalf but also teach me along the way. Austin is a brilliant planner with the heart of a teacher and has been a huge support during our time working together. I'm an extremely happy client and I look forward to many more years working together.

Working with Cole Drum at Anchored Strategic Advisors has been an exceptional experience from start…read moreto finish. Cole brings a rare combination of deep financial expertise, genuine care, and clear communication that immediately builds trust. He takes the time to understand your goals, explains complex concepts in a way that actually makes sense, and offers thoughtful strategies tailored to your life--not a one‑size‑fits‑all approach. What continues to impress me most is Cole's consistency. Whether it's a quick question or a major planning decision, he's responsive, prepared, and always focused on what's best for you. It's clear he truly values long‑term relationships, not transactions. If you're looking for a financial advisor who is knowledgeable, grounded, and sincerely invested in your success, Cole Drum is the person you want in your corner. Highly recommended.

My husband and I met with Cole to review our current plans and found the communication, selection…read moreof products and guidance provided, created a plan for us and made it easy to understand. He got to know us, understand what we WEREN'T saying and made us incredibly comfortable with our decisions. His life experiece coupled with industry experiece made the whole experience wonderful. Wendy always is so pleasant and helpful in any questions we have.

Keith has been Ny financial planner for 15 years. Great advice. Seasoned vet. Has lots of options…read moreto grow and protect your money.

I found Keith through Google and his reviews were good, so it made sense to go through a divorce…read morefinancial planner as a mediator instead of my now ex-wife and I both paying to hire lawyers. Keith was knowledgeable and helpful for the most part, but there were many things I had researched about asset allocations in a divorce he had never even heard of. Additionally Keith and his assistant sometimes took days to return phone calls or texts. The biggest issue I had was the lack of communication and organization. What should have been handled in 2 meetings ended up taking three because Keith failed to tell both my ex-wife and myself all documents needed for our second meeting, so we were forced to attend a third meeting to reach an agreement with our finances and my assets at his going rate of $195/hr. An unnecessary expense had Keith just told us what we needed to bring in the first place for our second meeting.

I was looking for someone to help me get organized and possibly help with investments. I spoke…read morewith a friend who recommended Austin Wealth Management so I decided to meet with them. They were very insightful and focused on education. I took away a clear understanding of the decisions that we made in my investments and a plan to reach my retirement goals. I would highly recommend taking an hour to meet with them, it's well worth your time.

My husband and I have trusted our business with AWM for many years and it has served us well…read more Today, our twenty-something children met with Kevin for a meeting to discuss financial planning basics. Their take away was that financial planning is appropriate at any age and it is far less intimidating than they originally thought. What they learned in just one meeting with Kevin will serve them well for the rest of their lives. I am grateful for Kevin's gift for teaching and his thoughtful, thorough approach.

We closed our RBFCU account several years ago. A couple of years following that closure, RBFCU…read moreissued a debit card - in our name - to a fraudster. Of course we pursued this matter. We were eventually told by RBFCU that they will issue a debit card - without vetting - if someone simply provides a name and social security number, over the phone. (Of course, through data breaches, whose name and SSN isn't available for fraudulent use?) Although the closed accounts had security protocols, such as "secret question & answers," none of those were apparently required to issue a debit card on a closed account. Writing this review to share the above information and to query why the attached review, written by someone else, has been hidden. It accurately describes our experience in opening an account (same thing: it was conducted via video interview with someone we understood to be in the San Antonio area). After all that vetting to open the account, we were shocked that it was really easy for a fraudster to request a debit card on a closed account. The only reason we were alerted to the fraud was that the debit card was mailed to our address. Apparently, even though the fraudster may have requested a change of address, the card came to us. Based on our complaint, RBFCU informed us that it did present the matter to its Internal Audit department for review. Perhaps it is standard operating procedure for Credit Unions to e-z issue debit cards on closed accounts. But, hiding a review which accurately (at least based on our own experience) describes the RBFCU account-opening process surprised us...and motivated this review.

This branch is incredibly kind & helpful! The tellers are very thorough and they helped navigate…read morethe website. Great staff- quick service.

Phil and I did a 1-hour consult, and it was so informative. He really took his time to answer all…read moremy questions and explain the things I didn't understand. His knowledge in this industry is so valuable. The most incredible thing to me was the follow-up email he sent of resources for my next steps and a recap of my personal priorities he and I mapped out on the call.

They say that 43% of first time marriages end in divorce and 38% of those marriages end because of…read moremoney problems. My husband and I got married two years ago and were on the same page for just about everything EXCEPT money. While we had good spending/saving habits (no debt, lived on less than we made). However, things like tracking the budget and deciding what money items were important to our household.... were a mess. I found Julia and Art of Finance from their PBS web series on YouTube, Two Cents and was thrilled to see her vivacious personality and willingness to cut through the BS wasn't just an act for the camera. My husband and I made the financial commitment to sign up for Cash Flow Coaching with Julia and Kara, and while the initial stick price left me questioning, I can say it's the best money we've spent since being married. Art of Finance gave my husband and I a shared language and sense of ownership over our budget and money. They helped to prompt questions and discussions on what we wanted OUR lifestyle and money goals to be as a newly married couple. Because of cashflow coaching, my husband (the nerdy spreadsheets guy) learned to let go of full control of our finances and we were able to work together as a better as a result. And me (the fun person who hates spreadsheets) has learned to take an ownership piece in our finances and use a budgeting software that makes us both feel informed on our money decisions. Regardless of if you're single, newly married, or have been married for years, I would HIGHLY recommend joining up with Art of Finance and making the commitment to get your budget right and stop stressing about your money. P.S. Shout out to Kara who's a tech wiz and fixed all my budget software problems. Even if we hadn't gotten any coaching, she would have been worth the cost of the course herself.

Kerri at the Leander location handled a lot of complex transactions for me recently. AAA service…read moreand super nice to deal with. Fatima at the Teller counter is always a favorite. So polite always recognizes me. Fast to help. Super respect. Hats off to this local crew!! Bill Chapman

Kimberley Watson is a rockstar! If you need a loan or anything else bank emulated, I would go to…read moreher! I have been with Southstar since 2017 and never wanna place a home alone with anyone else! Kimberly and Southstar are responsive and helpful.

Well, I am the first to post for this business, but I have to tell you, these folks really know…read moretheir field. This is not a "one man shop" but actually a collection of several professionals from various expertise. When one sees they are at the extent of their knowledge on a subject, they get the other expert in their field to review it further. I took my 401K to them and, I have to say, I was impressed by their professionalism and extent of knowledge of all of the fields of investment as well as the individual attention they gave to me. I give Kent and his crew an all star rating!