Texas Financial Advisory
20650 Stone Oak Pkwy
San Antonio Texas 78258
524 S. Seguin Ave
New Braunfels, Texas 78130
Brooklynn Chandler Willy
What financial services do you specialize in?
Texas Financial Advisory is an independent fiduciary that specializes in holistic, comprehensive wealth management. We customize a TFA Financial Freedom Roadmap for each client that navigates the complexities of Investment Consulting, Advanced Planning, and Relationship Management. Texas Financial Advisory offers institutional grade funds as well as alternative non-market dependent investment vehicles. The Advanced Planning component includes but is not limited to Wealth Enhancement (forward thinking tax planning), Wealth Transfer & Protection (estate planning) and Charitable Giving.
How long have you been in business?
With only $6,000 in savings, Brooklynn Chandler Willy JD RFC CDFA Certified Financial Fiduciary founded Texas Financial Advisory in January 2008. Hindsight, beginning an investment business in the year of a devastating stock market crash was actually fortuitous because the focus went to strategy versus market returns. Brooklynn began hosting the Texas Financial Advisory Radio Show in 2012 and continues to air every Sunday on WOAI 1200AM at 10 a.m., and KTSA 550 AM at 1 p.m. She has won numerous awards including Texas Monthly Five Star Professional, 40 Under 40, Baylor University Entrepreneur Award and many more.
Who is your ideal client?
We work with professionals and business owners that have saved and desire to have a true liaison to traverse the investment, tax, and estate planning worlds.