• Planning for a Life Well-Lived

    Pauley Financial Services is a Financial Advisor that provides Fee-Only™, fiduciary, financial planning and investment management services.

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  • Life is full:

    Shouldn't my advisor already understand my world and my distinct financial challenges?

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  • How can I balance living for today and saving for tomorrow?

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  • How can we responsibly extend the gift of our inter-generational wealth?

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  • I am blessed and grateful to live in this country. How can I most efficiently manage my tax responsibility?

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  • I will likely live longer and spend more years in retirement.

    How can I best plan for that?

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FIVE STAR Wealth Manager
Austin, San Antonio, Central Texas

Texas Monthly

Pauley Financial is a Financial Advisor that provides Fee-Only™, fiduciary, financial planning and investment management services in Austin, TX and surrounding areas.

Our business is helping families and individuals achieve the life they envision. Acting as a fiduciary, we will partner with you to educate and guide you, as well as implement financial strategies designed to help you achieve your goals. As a Fee-Only™ advisor, we are your advocates working only for you, with no conflicts of interest associated with commissions, bonuses or hidden fees as we do not accept them. Nationally, affluent individuals and families have relied on our firm for wealth management planning and portfolio management for over 20 years because we understand that each client's needs and situation are unique to them.

We are extremely passionate about helping people make financial decisions that are in consonance with their principles, values and dreams as well as those of their heirs.  We welcome the opportunity to show you how.

What does it mean to be a fiduciary?  While there are literally 1000's of pages of legislation attempting to define this position (to which we are accountable), we also are proud to commit to these principles.

  • Place our client's interests first - always.

  • Be honest, forthright and transparent.

  • Educate our clients so that they feel confident in making important life choices.

  • Exceed continuing education requirements.

  • Be proactive in disclosing any conflicts of interest that may arise.

  • Accept no compensation from any source that is not derived directly, and as agreed upon, from our clients.

Articles, Blog Entries and Case Studies

  • A Quick Look at the Presidential Candidates’ Tax Proposals

    As summer winds down and we head in to the final stretch of the 2016 presidential election, including the first one-on-one debate on September 26th, we thought we might provide some “facts-only” information regarding the candidates’ tax proposals. Though tax policies haven't received top billing in this year's presidential election dialogue, they are still part of the conversation. We all understand that promises and reality may not be conforming, however, what follows is at least what has been ...  Read More...

  • Olympics 2016, and Happiness vs Wealth?

    As of this writing, the United States medal count stands at 10 Gold, 8 Silver and 9 Bronze with 27 new world records established. We gather around our TVs to watch our favorite sporting events and can’t help but be inspired by the myriad personal stories that are told during these few weeks. As we watch the thrill of victory and the agony of defeat multiple times daily, we are touched by the struggles and perseverance of these amazing athletes across the globe.   Read More...

  • Tax Loss Harvesting - "Making Lemonade out of Lemons"

    When is the last time you cheered when the market dropped 5%?  At first blush, a market correction isn't intuitively a reason for a "Woohooo!"  Look again, however, to find that these downturns actually provide great opportunity.  While it's true that they offer an entry point for cash 'on the side' that may have been waiting to be invested, more importantly, they provide the conditions to aggressively Tax Loss Harvest (TLH) your portfolio.   Read More...

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