At Cavalry Financial Services Company, we've built a trusted reputation for delivering results that matter — thoughtfully tailored to the ambitions, legacies, and lives of our most successful and discerning clients. Our clients trust us to look out for their blind spots, so they can spend less time worrying about money and more time enjoying life.
We rise to be the partner who defines, pursues, and protects your financial goals — through planning that evolve as your life does, and strategies that perform through whatever markets may bring. Headquartered at Core Investment Group's offices on South Congress Avenue in downtown Austin, we deliver comprehensive, lifestyle-centered financial planning designed to help our clients understand their cash flow, optimize tax efficiency, manage assets, and mitigate the risks that come with real wealth.
Our roots are local. Our reach is not. As a registered investment advisor representative firm, Cavalry serves the right clients, near or far — delivering depth of insight and personal attention to detail that results in a high-value relationship you can depend on.
True financial confidence is built through deliberate planning, disciplined investing, and a trusted advisor. At Cavalry, we take the time to deeply understand your unique goals and vision to expertly guide your future. Whether you are navigating a major life event, growing a business, or building a legacy, we bring clarity and precision to your finances. By combining personalized guidance with seamless technology, we simplify wealth management—letting you focus on enjoying your life while we handle the complexities.
Well-positioned to help our clients accomplish a broad array of personal and business planning needs, the Cavalry provides guidance from expert advisors, as well as access to high-caliber asset managers and world-class insurers, delivering the comprehensive resources necessary to plan and prosper in today’s uncertain economy.
Whether you are seeking help managing your retirement, preparing an estate plan, or considering a new business solution, the Cavalry can help you identify your options and achieve greater success.
One trusted advisory relationship, thoughtfully shaped around the people and ambitions we serve.
Cavalry Financial Services partners with doctors, attorneys, executives, and other high-earning professionals to build wealth strategies that keep pace with demanding careers. We help you manage cash flow, optimize tax exposure, and plan for retirement without sacrificing the time you've worked so hard to protect. Your career is your greatest asset — we help you turn it into lasting financial security.
For entrepreneurs and business owners, Cavalry Financial Services bridges the gap between personal and business finances, from succession planning to exit strategy. We understand that your company is often your largest asset, and we help you protect it while building wealth outside the business. Whether you're scaling, selling, or passing the torch, we're your financial partner every step of the way.
Cavalry Financial Services provides comprehensive wealth management for high net worth families, focused on preserving and growing assets across generations. From estate planning to tax-efficient investment strategies, we help families protect their legacy while navigating complex financial decisions together. Our goal is to give you clarity and confidence in every chapter of your family's financial story.
Cavalry Financial Services helps student-athletes navigate the new world of Name, Image, and Likeness income with smart, age-appropriate financial guidance. We work alongside young athletes and their families to build budgeting habits, protect earnings, and plan for life after the game. It's never too early to build a strong financial foundation — we help you make the most of this unique opportunity.
Your initial consultation is complimentary. Let's talk through your goals and find the level of planning that's right for you.
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