← OUR TEAM
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CO-FOUNDER & SENIOR WEALTH ADVISOR · GEORGETOWN, SAN ANTONIO, NEW BRAUNFELS, NEW YORK

Brian Boswell, CFP®

Brian is a co-founder of The Retirement Studio and works primarily with business owners and equity-compensated professionals who want hands-on, easy-to-understand planning built around a long-term time horizon.

Education: Southwestern University, 2006
  • A man and a young boy standing on a grassy field, celebrating a sports event. The boy is wearing a neon green shirt with a medal around his neck, and the man is in a black shirt, orange shorts, and sunglasses. The man is kneeling behind the boy, holding him, and both are smiling at the camera.
  • A family of six posing outdoors in front of a flower arrangement, standing on a lawn and sidewalk with trees and buildings in the background.
  • A man dressed in camouflage clothing sitting on the ground outdoors with a large deer that he has seemingly hunted. The man is wearing a cap and is surrounded by tall grass and trees. 
HOW BRIAN WORKS

Clear Thinking. Personal Guidance.

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Philosophy

Great advice starts with listening—helping clients focus on what matters, not market noise.

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Approach

Streamlined and straightforward. He connects every piece of a client's finances to the life they want to live.

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Personal

Husband and father of four who hunts, fishes, and coaches his kids' sports. WWII history buff drawn to its leadership lessons.

“Be a steady, trusted advisor who helps clients make confident decisions with their wealth.”

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