SAN ANTONIO • TEXAS

Financial Advisors Serving San Antonio, TX

The Retirement Studio brings fiduciary wealth management and retirement planning to clients throughout the San Antonio area.

 
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LOCAL INSIGHT. FIDUCIARY ADVICE.

Local Expertise for San Antonio's Business Owners and Professionals

San Antonio has no shortage of business owners, healthcare professionals, and families building something real for the long term, and they deserve an advisor who treats their plan that way too. We work with clients throughout the Alamo Heights area and greater San Antonio, offering the same fiduciary, planning-first approach that's guided The Retirement Studio since it started in nearby Georgetown.

FEE-ONLY FIDUCIARY

BY APPOINTMENT ONLY IN ALAMO HEIGHTS

PERSONAL ADVISORY RELATIONSHIPS

MEET THE SAN ANTONIO 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 San Antonio 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 San Antonio business owners on building 401(k) plans that help attract and retain employees.

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HOW WE HELP SAN ANTONIO CLIENTS

Wealth Management & 401(k) Planning for San Antonio Businesses

From building a retirement plan that helps you retain great employees to managing your own wealth as a business owner, our San Antonio clients receive the full range of The Retirement Studio's services—with someone local who actually knows your name.

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PERSONAL WEALTH

Wealth Management

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 the San Antonio area, including Alamo Heights.

  • Yes. Brandon Barber, Co-Founder of The Retirement Studio, works with San Antonio 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 San Antonio area and meet by appointment in Alamo Heights. Contact us to schedule a time to connect.

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ADVICE, CLOSER TO HOME

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