Our Firm

James Werner

“Our clients are on a journey to build a secure financial future, make a difference, and leave a lasting legacy. We walk alongside them, sharing in their passions and providing solutions when challenges arise.”

James Werner, CFP®

Wealth Advisor, Philanthropic Planner

A phenomenal problem solver dedicated to making a difference with a heart for service.

James has decades of experience delighting clients by translating their complicated financial holdings into meaningful financial strategies.

He involves you every step of the way whether he is navigating your executive compensation package, designing tax-efficient cash flow models, or guiding your charitable giving strategy. His uncanny ability to discern your priorities, and his talent for connecting the right ideas and resources, ensure you have the peace of mind that your financial future is in the right hands.

He has a special connection to local entrepreneurs, small businesses and non-profit organizations in the Austin community. He is dedicated to sharing his expertise to build stronger investors and strengthen his community, because he firmly believes in the impact we can all make when we work together.

James is a Certified Financial Planner™ professional with nearly 25 years of tax planning, investment management, and financial advising experience. Early in his career he acquired a small tax practice, grew it from a humble 70 clients to well over 700 clients and 1,600 tax returns before successfully spinning it off in 2000 to focus on wealth management. His extensive, forward-thinking tax planning expertise continues to be an invaluable asset to his wealth management clients.

James graduated from The University of Texas with a degree in Business Administration in Finance and Economics. He has a loving, supportive wife and three amazing children. When he’s not focused on his firm, his family or your finances, you may find him indulging in a little karaoke.

Specializations

  • Complex asset structures
  • Unique tax strategies
  • Lifetime charitable planning
  • Flexible estate distributions
  • Cash flow structuring
  • Executive compensation
  • Company stock plans

Professional Involvement

  • Certified Financial Planner™ professional
  • Series 65 & 63 licenses
  • Member, UT Planned Giving Advisory Council
  • Member, Advanced Planning Steering Committee at eMoney Advisor
  • Former Member, Advisory Board at eMoney Advisor 2013-2018

Community Passions