About Yellowstone Wealth Advisors

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Yellowstone Wealth Advisors is a Texas-based, independent financial planning, advising, and registered investment advisory (RIA) firm. We specialize in providing psychologically-informed financial advising primarily for entrepreneurs, academics, physicians, business owners, and other busy professionals.

How is a behavioral financial advisor different? We understand that psychology (how we think about risks, time frames, and decisions) impact how we save and invest. Our expertise in behavioral science and personal finance work to help you recognize and manage any emotions and fears that might be holding you back. In other words, we don't just manage your money, we help you improve your money mindset. We also realize that people are not always rational and logical in how we think, spend, and invest, and we tend to be led by our feelings and other biases. Using behavioral techniques, we help you better understand your own behaviors and tendencies, so that we can align risk, investment philosophies, and saving patterns accordingly. We are highly differentiated from the masses of financial advisors. 

So why was  Yellowstone Wealth chosen as my firm name? Well, to me Yellowstone Mountains and the National Park represents strength, power, and resilience. The Yellowstone mountain ranges are symbols of permanence and beauty...All features I want to help others achieve with their financial life. Yellowstone Wealth Advisors is about helping others achieve their best financial life.

We are a fiduciary. As a fiduciary to our clients, your goals and needs are our first priority. We only offer fee-only services, and do not receive any bonuses or commissions from others. We specialize in holistic, client-centered financial planning for retirement, education, estates, and other life goals. We do not sell specific insurance or investment products, and our investment advice will be focused on long-term diversified portfolios of mutual funds from a variety of investment companies, based solely on the client’s preferences and goals. We will provide clients with comprehensive financial planning outlined by financial planning standards, which includes everything from running a business, to planning for your child's education, to preparing for eventual retirement or estates.