• 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

  • Year-End Words of Wisdom

    As year-end approaches, we trust that “lists” of advice will become quite plentiful.  We hope that you enjoy our rendition.  And, as always, we would love to hear from you if you have additional snips of wisdom that have served you well. >> Credit cards aren’t for credit or frequent flyer/sleeper/shopper points! They are for convenience and record-keeping. Outside of rare circumstances, if you are not paying them off every month, you might conside...  Read More...

  • Trump Tax Look-Ahead

    As we enter into a new holiday season, we at Pauley Financial also enter into "Tax Planning Meeting Season". While you might be thinking, "Wow...I can hardly wait...", and it may sound like as much fun as going to the dentist (sorry Dentists!), we believe these meetings do provide substantive financial planning opportunities for our clients. And, while no one will argue that the family gatherings with eggnog and holiday cheer are indeed more fun, we have yet to hear any compl...  Read More...

  • Open Enrollment Season is Here: Time to Give Your Benefits a Check-Up!

    Open enrollment season is your annual opportunity to review your employer-provided benefit options and make elections for the upcoming plan year. To get the most out of what your employer has to offer, take some time to read through the enrollment packets or information before making any benefit decisions.Review your health plan optionsEven if you’re satisfied with your current health plan, compare your existing coverage to other plans your employer is offering for next year. Premiums, out...  Read More...

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