At Cavalry Financial Services Company, we have built a trusted reputation for delivering results that matter — thoughtfully tailored to the ambitions, legacies, and lives of our most successful and discerning clients. We rise to offer tailored guidance towards meeting the demands of financial stewardship and well-being. Our clients trust us to deliver on our promises to look out for their blind spots, so they can enjoy life more and worry about money less.
Headquartered in the Core Investment Group offices on South Congress Avenue in downtown Austin, we deliver lifestyle-centered, holistic financial planning strategies to help clients understand their cash flow needs, optimize tax efficiency, manage assets, and mitigate risks associated with their wealth.
Our roots may be local; our reach is not. Cavalry serves the right clients no matter where they are located. As a registered investment advisor representative firm, our ability to assist clients across the investment landscape and the national landscape.
True financial confidence is not built on a single decision — it is cultivated through years of deliberate planning, disciplined investment management, and a trusted relationship with an advisor who genuinely knows you. Every client we serve has a unique story — unique goals, unique responsibilities, and a unique vision for the future. Our role is to understand that story deeply, and to bring the expertise, attentiveness, and strategic clarity needed to help write the next chapter with confidence.
Whether you are preparing for a significant life event, growing a business, managing a complex portfolio, or building a legacy for generations to come, Cavalry brings clarity, precision, and purpose to every aspect of your financial life.
Through personalized guidance and seamlessly integrated technology, we take the complexity out of managing significant wealth — so you can focus on living the life you have built. Our commitment is enduring: to be the trusted partner who defines, pursues, and protects your financial goals through strategies that evolve as your life does, and perform through whatever markets may bring.
At Cavalry Financial Services Company, we have built a trusted reputation for delivering results that matter — thoughtfully tailored to the ambitions, legacies, and lives of our most successful and discerning clients.
Headquartered in the heart of the Texas Hill Country, and from our office on South Congress Avenue in Austin, we deliver client-centered individuals, families, and businesses across the nation through our relationship with Core Investment Group. Our roots may be local; our reach is not.
True financial confidence is not built on a single decision — it is cultivated through years of deliberate planning, disciplined investment management, and a trusted relationship with an advisor who genuinely knows you. Every client we serve has a unique story — unique goals, unique responsibilities, and a unique vision for the future. Our role is to understand that story deeply, and to bring the expertise, attentiveness, and strategic clarity needed to help write the next chapter with confidence.
Whether you are preparing for a significant life event, growing a business, managing a complex portfolio, or building a legacy for generations to come, Cavalry brings clarity, precision, and purpose to every aspect of your financial life.
Through personalized guidance and seamlessly integrated technology, we take the complexity out of managing significant wealth — so you can focus on living the life you have built. Our commitment is enduring: to be the trusted partner who defines, pursues, and protects your financial goals through strategies that evolve as your life does, and perform through whatever markets may bring.
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.
Thanks for stopping in.