Financial Advisor | Georgetown, TX | Axon Capital Management

Who we work with

We work with individuals and families in Georgetown, Round Rock, and across the Austin area. Clients usually come to us at a turning point, when their finances have become too complex to manage alone.

Tech professionals and executives — You've built a strong income at one of Central Texas's growing employers and want a long-term plan that keeps pace with it.

Employees with equity compensation — You hold RSUs, stock options, or ESPP shares, or a concentrated stock position, and need help managing risk, taxes, and diversification.

Pre-retirees and retirees — From Sun City to Lake Georgetown, you're ready to turn decades of saving into income you can rely on.

Families who want a fiduciary — You want advice built on careful planning, not product sales, from an advisor legally required to act in your best interest.

The Axon Difference

A few ways we're different than the typical financial advising firm:

Fee-Only Advice – No hidden commissions or sales pitches—just advice in your best interest.

Fiduciary Standard – Legally required to act in your best interest at all times.

Personalized Planning – Modern tools and tailored strategies designed for your unique goals.

Planning for Complex Wealth – Experience helping clients navigate concentrated stock positions, equity compensation, and major liquidity events.

Truly Independent – No proprietary products and no sales quotas—just open access to whatever actually fits your goals.

Typical Advisor

Hidden Fees & Commissions – Conflicted advice that may prioritize their earnings over your best interests.

Suitability Standard – Recommends products that might not be the best option for you.

Fragmented Advice – Different areas of your financial life are often addressed separately, creating missed opportunities.

One-Size-Fits-All Advice – Limited expertise in the unique challenges that come with significant stock holdings or wealth events

Captive & Quota-Driven – Steered toward in-house products and sales targets that may not serve you.

Read our FAQ

Fiduciary financial planning and wealth management

Who we work with

Fee-only wealth management for Georgetown and Austin-area families, built around your goals and your best interest.

The Axon Difference

Typical Advisor

Talk With a Georgetown Financial Advisor

Fiduciary financial planning and wealth management

Who we work with

Fee-only wealth management for Georgetown and Austin-area families, built around your goals and your best interest.

Financial Planning

Investment Management

Retirement Planning

Tax Planning

The Axon Difference

Typical Advisor

Talk With a Georgetown Financial Advisor