Professionals
We coordinate investments, retirement planning, tax-aware strategies, and risk management around the demands of your career and evolving goals.
With you for the
Moments Ahead
Our Approach
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 watch 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 strategies that evolve as your life does, and 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 wherever they are — bringing the same depth of insight and personal attention to every relationship, near or far.
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.
Who We Serve
We Work With
One trusted advisory relationship, thoughtfully shaped around the people and ambitions we serve.
Business Owners
We help align business and personal wealth, prepare for liquidity and succession, and plan confidently for opportunities and transitions.
High Net Worth Families
We bring clarity to complex wealth through integrated investment, tax, estate, and multigenerational legacy planning.
Athletes
We help manage variable cash flow, protect high-earning years, and build lasting financial strength beyond a competitive career.
Ready to Start the Conversation?
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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