We help retirees and their families make confident financial decisions. And we do it without the industry jargon.

We build out and monitor financial plans for our clients in the Burleson area and virutually nationwide, so they can focus on the things that are important to them.

And as fee-only fiduciaries, we operate in your best interest and sell no financial products.

Strategic Partners and Alliances

How We Serve Our Clients

  • Using my planning software, I organize your financial life to give you insight to every area of your life with a dollar sign. This is required to figure out where you are and where you want to go.

  • Your needs are prioritized above my planning steps where possible. I’ll point out any major red flags and we will agree on reordering as necessary.

  • I go well beyond managing investments. Together, we will identify goals and gaps and then outline a road map for us to tackle them. I build an initial plan and then recheck on these items as we meet throughout the year as life throws changes our way. Topics include:

    • Net Worth and Cash Flow

    • Estate Planning

    • Insurance Reviews

    • Annual Tax Planning and Minimization

    • Investments

    • Retirement

    • Education Funding

  • I prefer to meet with clients in the spring and fall to review and update each area of your financial plan.

Why We’re Different

Normal Conversations

We’re here to help and not sell you. We check the jargon at the door for normal conversation.

Fiduciary

We’re obligated to act in your best interest, not mine.

Fee Only

We don’t receive commissions or referral fees. You never have to worry about us selling you a financial product.

Independent

We own the business. Schwab holds your accounts, but we’re not tied to them.

100% Client Enjoyment

Because we’re independent, we choose to only take on clients that we actually enjoy working with.

Easy To Understand and Transparent Fees

We charge 1-1.5% annually for the assets we manage, a flat monthly fee, or a combination of both. No product sales, referral fees, or commissions!

Strong Tax Focus

Annual deep dives into your tax situation so we can plan to lower your lifetime tax bill.

Industry Credentials

We’re both CERTIFIED FINANCIAL PLANNER® practitioners.

Experience and Longevity

We’ve been in the industry since 2007 and have another 25+ years to go. The average advisor has about the same amount of experience, but is within 10 years of their own retirement. Do you want us to be the last advisor you work with in your retirement?

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Chisholm Wealth Management LLC (“CWM”) is a registered investment advisor offering advisory services in the States of Texas, Louisiana, and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by CWM in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of CWM, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.