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Gather Financial Planning

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United States

Founded in

2012 (13 Years)

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Get to know Gather Financial Planning

Gather Financial Planning is a Registered Investment Advisor (RIA) based in Austin, Texas. The firm operates on a fee-only, fiduciary basis, meaning it is legally obligated to act in its clients' best interests and does not earn commissions from selling financial products. Its mission is to help tech professionals navigate complex financial situations, such as equity compensation (stock options, RSUs), tax planning, and investment management, to build long-term wealth. The firm focuses on a holistic approach to financial planning, integrating all aspects of a client's financial life into a cohesive strategy.

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  • Financial Wealth ManagementPRIMARY
  • Financial Other Service

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