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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 3pm

PlanWise Financial Group

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Austin, TX
PlanWise Financial Group

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Due to regulatory reasons, we are unable to accept post or messages sent from this site. Our goal is to help simplify and enrich your life.

Securities and advisory services offered through Commonwealth Financial Network, www.finra.org/www.sipc.org, a Registered Investment Advisor. We are a boutique firm that focuses on providing the highest level of service to our clients. We have extensive experience providing personal financial planning, business management, and tax services to high-net-worth individuals and their families, as well as to family businesses and foundations. We’ll help you manage and preserve your wealth in accordance with your personal financial goals. At PlanWise Financial Group, we have a team of professionals dedicated to exceeding our clients’ expectations, earning us our reputation as a trusted partner. Our group provides concierge-style services designed to deliver financial security to clients, so they can rest easy with the knowledge that the complex details are in the hands of their trusted advisors. We are committed to you and your long-term financial success.

10/14/2026

Congratulations, Rhea! 🎉 Your hard work, dedication, and commitment to your continuing education are inspiring. We are so proud to celebrate your achievement in passing the CFA Level I exam!

10/07/2026

5th Annual PlanWise Retreat!

At the end of September, our team got together in Chatham, Massachusetts, for a few amazing days of collaboration, celebration, and bonding. The weather didn't exactly cooperate with our plans, but a little nor'easter could not put a damper on the fun or productivity! We wrapped up the weekend feeling grateful, energized, and excited for what's ahead. So lucky to work alongside this talented, hardworking crew every day!

09/27/2026

Happy World Tourism Day! 🌍 Whether it's a beach getaway, a family reunion abroad, or that trip you've been dreaming about for years, travel is so much sweeter when you're not worrying about the cost while you're there. If seeing the world is on your list, let's talk about how to build it into your plan. We'd love to help.

09/22/2026

Happy American Business Women's Day! 💛 Today feels like the perfect moment to say thank you to our clients who trust us with their goals and dreams, and to our team members & colleagues who show up with heart every single day. We're grateful to be part of this community of women!

09/17/2026

Save the date! We're hosting our annual PlanWise Pie Party on Thursday, November 5th from 12:00-2:00pm at Verrill Farm.

Come enjoy a light lunch and good conversation with us, and take home a farm-fresh pie for your own table just in time for the holidays.

📍 Verrill Farm Pavilion, 11 Wheeler Rd, Concord, MA, 01742
🕐 12:00 - 2:00 pm

RSVP to [email protected] — we hope to see you there!

09/15/2026

We are so excited to introduce you to the newest memeber of the PlanWise team! 🎉

Please welcome Rhea Doctor, who joins us as Director of Investment Services. Rhea graduated from the University of Texas at Austin with a finance degree and has spent the last five years building her career in the industry — she's licensed with her Series 7 and Series 66.

Outside of work, she loves traveling, pilates, painting, and spending time with the people she cares about.

We're excited for our clients to get to know her. Welcome to PlanWise, Rhea!

09/10/2026

Save the Date! PlanWise Financial Group is hosting a Holiday Happy Hour for our Austin community on Thursday, December 3rd from 5:00–8:00 PM at Tiny Boxwoods Rosemary Room. Come celebrate the season with us over cocktails and great company. Space is limited, so please RSVP before November 22nd by emailing [email protected]. Dress code is holiday cocktail attire — we can't wait to celebrate with you!

09/07/2026

Happy Labor Day from all of us at PlanWise Financial Group!

Today, we recognize and celebrate the dedication, perseverance, and hard work of the people who make our communities stronger every day.

We hope you enjoy a well deserved day of rest, relaxation, and time with those who matter most.

Thank you for all that you do. Wishing you a safe and happy Labor Day!

09/03/2026

September is National Preparedness Month. A great reminder that preparation goes beyond emergencies.

Taking time to review your financial plan can help you feel more confident about whatever the future may bring.

Small steps today can help protect what matters most tomorrow.

If you'd like guidance reviewing your financial plan, we're here to help. Call (877) PLANWFG to schedule a conversation with a PlanWise advisor.

09/01/2026

We're celebrating 9 incredible years!

What started as a vision to help individuals and families plan with confidence has grown into something truly special, thanks to the trust and support of our wonderful clients, dedicated advisors, and community.

Over the years, we've celebrated milestones, built lasting relationships, and remained committed to providing thoughtful financial guidance every step of the way.

Thank you for being part of our story. We are grateful for your continued trust and look forward to serving you for many years to come.

Here's to the next chapter!

Address

4101 Parkstone Heights, Suite 260
Austin, TX
78746

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 3pm

Website

http://planwisefin.com/

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