GEORGETOWN • TEXASFinancial Advisors Serving Georgetown, TX
The Retirement Studio's home office serves Georgetown and the greater Austin area with fiduciary wealth management and retirement planning.
Local, Independent, and Built for This Community
LOCAL INSIGHT. FIDUCIARY ADVICE.Georgetown is home to The Retirement Studio, and it's where our story started. As one of the fastest-growing communities in Texas, Georgetown is full of business owners, retirees, and families navigating major financial decisions, from selling a business to planning for a retirement that looks different than their parents'. We built our practice here because we wanted deep, ongoing relationships with the people and families in this community, not a transactional, one-size-fits-all approach.
FEE-ONLY FIDUCIARY
BY APPOINTMENT ONLY IN GEORGETOWN
PERSONAL ADVISORY RELATIONSHIPS
MEET THE GEORGETOWN TEAMYour Local Advisors
Experienced guidance for both sides of your financial life: the wealth you are building personally and the benefit you are building for your people.
CFP®Brian Boswell, CFP®
CO-FOUNDER & SENIOR WEALTH ADVISORBrian leads client relationships with a planning first approach, helping individuals and families turn complex financial lives into clear, actionable strategies.
PLAN DESIGNBrandon Barber
CO-FOUNDER & 401(K) SPECIALISTBrandon focuses on new business growth and plan design strategy, partnering with business owners to build retirement plans that set their company and employees up for success.
Keegan Hardy
WEALTH ADVISORKeegan partners with clients on retirement income planning and long term investment strategy.
Wealth Management & 401(k) Planning, Close to Home
HOW WE HELP GEORGETOWN CLIENTSWhether you're a business owner planning an exit, a professional managing equity compensation, or a family preparing for retirement, we've likely sat across the table from someone in your exact situation. Our Georgetown team brings the full range of The Retirement Studio services directly to you, close to home.
PERSONAL WEALTHWealth Management
Investment strategy, retirement income planning, and tax-aware guidance from a fiduciary team that works for you, not a product.
YOUR BUSINESS401(k) Plans
Plan design, employee education, and ongoing plan management that keeps you compliant and your employees on track.
Frequently Asked Questions
LOCAL QUESTIONS-
A fiduciary advisor is legally required to act in your best interest, not just recommend what's "suitable." The Retirement Studio is a fee-only fiduciary firm headquartered in Georgetown, serving individuals, families, and business owners throughout the area.
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Costs vary depending on the scope of your needs. Our fees may be asset-based, flat, or project-based, and we outline everything clearly before you commit to working together.
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Yes. Georgetown has a growing base of business owners navigating growth, succession, and exit planning, and our team works closely with them on both personal wealth and 401(k) plan design.
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Our Georgetown office is located at 501 S Austin Ave #1220, Georgetown, TX 78626. We welcome clients by appointment.
ADVICE, CLOSER TO HOME