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Financial Planning, Consulting & Services

210 East Austin Street

Fredericksburg, TX 78624



Gold Members

Insurance and financial services; sales & service.

Joseph Financial Partners

123 West San Antonio Street

Fredericksburg, TX 78624


Gold Members

Our mission is to partner with our clients on all of their financial decisions by providing independent advice, appropriate education and extraordinary service; all delivered with the integrity that holds their financial needs above our own. Through our broker/dealer, LPL Financial, who holds FINRA & SIPC memberships, we offer: stocks, bonds, mutual funds, long term care and life insurance, annuities and much more. We are commission-only advisors so we do not charge extra advisory or management fees. Come visit us online, on Facebook or call us for a no-obligation, free consultation!

Abacus Planning Group

1105 N. Llano Street, Suite 101

Fredericksburg, TX 78624


Bronze Members


Everyone at Abacus is here for one reason – you. Our singular purpose, as individuals and as a firm, is to help you achieve your financial goals and, never to be forgotten, your personal dreams. We are a fee-only financial planning and investment advisory firm helping closely-held family businesses and families with shared assets create abundance in both their business and family. Through knowledge and collaboration we offer confident advice, clear guidance, and efficient implementation that allows our clients to make effortless decisions. We honor our client and community commitment with integrity, clarity, and passion.

Kuttin Wealth Management

108 Theodore Specht Dr.

Fredericksburg, TX 78624


Bronze Members


Our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with us, you receive:

·1:1 financial advice based on your goals and needs.

·Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

·Regular meetings to review your goals, progress and investments.

·Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future - give us a call to visit and see if working with us makes sense for you.

Fredericksburg, TX 78624


Financial Women in Texas (FWIT) brings together women in the financial services industry for the exchange of ideas, experiences and interests. We want to further the meaningful professions or careers of our members and women in general. We encourage women to choose financial services as a career and work to advance the career opportunities for all women in the financial services industry. FWIT serves as an advocate of and to promote improvements in the professional development, leadership skills, education and training of women in the financial services industry. The Hill Country Group includes Fredericksburg, Kerrville, Bandera and Harper.

303 South Washington Street

Fredericksburg, TX 78624


The assets you’ve accumulated represent a lot of hard work and smart choices, but now you’re wisely seeking a trusted and experienced financial team that can partner with you to help carefully manage and preserve it all – for your financial well-being and your family’s future.


At Talent Financial Services, we want to learn what’s important to you – and why – so we can help you make the most of your aspirations. Our heartfelt desire is to make a difference in your financial life, so you can make a positive difference in the lives of those around you.

Talent Financial Services

501 W. Cesar Chavez Blvd.,

Ste DB2 312

San Antonio, TX 78207


Entrepreneurs have access to professional and confidential business advising, a variety of quality training programs, and an extensive referral network at the Small Business Development Center (SBDC). With the addition of business advisors who live and work in your local community, success is just around the corner! Benefits of contacting your local SBDC include: Free, one-on-one, confidential business advising, Cost friendly workshops designed for small businesses, Professional referral network.

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