NEW BRAUNFELS • TEXAS

Financial Advisors Serving New Braunfels, TX

The Retirement Studio brings fiduciary wealth management and retirement planning to clients throughout New Braunfels and the surrounding Hill Country.

 
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LOCAL INSIGHT. FIDUCIARY ADVICE.

Local Planning for a Fast-Growing Community

Sitting between San Antonio and Austin, New Braunfels has become home to a growing number of business owners and families who moved here for a better quality of life, and we think their financial plan should reflect that same intention. We serve clients throughout the area, bringing the same fiduciary, planning-first approach we've built our reputation on since our founding in Georgetown.

FEE-ONLY FIDUCIARY

BY APPOINTMENT ONLY IN NEW BRAUNFELS

PERSONAL ADVISORY RELATIONSHIPS

MEET THE NEW BRAUNFELS TEAM

Your 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.

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CFP®

Brian Boswell, CFP®

CO-FOUNDER & SENIOR WEALTH ADVISOR

Brian leads client relationships with a planning first approach, helping New Braunfels individuals, families, and business owners turn complex financial lives into clear, actionable strategies.

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PLAN DESIGN

Brandon Barber

CO-FOUNDER & 401(K) SPECIALIST

Brandon works with New Braunfels business owners on building 401(k) plans that help attract and retain employees.

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Keegan Hardy

WEALTH ADVISOR

Keegan partners with New Braunfels clients on retirement income planning and long term investment strategy.

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Wealth Management & 401(k) Planning for New Braunfels

HOW WE HELP NEW BRAUNFELS CLIENTS

Whether you're a business owner, a family building long-term wealth, or getting ready for retirement, our New Braunfels clients get the full range of The Retirement Studio’s services, with a local advisor who's genuinely invested in getting it right.

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Wealth Management

PERSONAL WEALTH

Investment strategy, retirement income planning, and tax-aware guidance from a fiduciary team that works for you, not a product.

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YOUR BUSINESS

401(k) Plans

Plan design, employee education, and ongoing plan management that keeps you compliant and your employees on track.

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LOCAL QUESTIONS

Frequently Asked Questions

  • A fiduciary advisor is legally required to act in your best interest. The Retirement Studio is a fee-only fiduciary firm serving clients throughout New Braunfels and the surrounding Hill Country.

  • Yes. Brandon Barber, Co-Founder of The Retirement Studio, works with New Braunfels business owners on building 401(k) plans that help attract and retain employees.

  • Costs vary based on your needs. Our fees may be asset-based, flat, or project-based, and are outlined clearly before you commit.

  • We serve clients throughout the New Braunfels area and meet by appointment. Contact us to schedule a time to connect.

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ADVICE, CLOSER TO HOME

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