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 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.

Cavalry financial confidence message displayed inside a telescope lens

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.

Financial advisor meeting with clients

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 balance enjoyment and prosperity in today’s uncertain economy.

Your wealth should give you more time for what matters, not less. At the Cavalry, you’ll develop a relationship with a trusted advisor who gets to know you, your goals, and your priorities—and who takes on the work of coordinating your investment managers, CPAs, attorneys, and estate planners on your behalf. Every step, every decision, and every life planning goal is facilitated through a single point of contact you know and trust, so nothing falls through the cracks and nothing gets left to you to track down. The result is a seamless, coordinated process built around your life, freeing you to spend less time managing the details and more time on the moments that matter—family, passions, and the things you love most.

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 put a trusted advisor to work coordinating every step, so you can spend less time managing your wealth and more time enjoying it.

Who We Serve

We Work With

One trusted advisory relationship, thoughtfully shaped around the people and ambitions we serve.

Professionals

You’ve built a demanding career — now let’s make sure your wealth strategy keeps pace with it. As a doctor, attorney, executive, or other high-earning professional, you need more than generic advice; you need a plan built around the realities of your schedule, your income, and your goals. With Cavalry Financial Services as your partner, you can manage cash flow with confidence, keep more of what you earn through smart tax planning, and build toward retirement — all without sacrificing the time you’ve worked so hard to protect. Your career is your greatest asset. Let’s help you turn it into lasting financial security.

Business Owners

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.

High Net Worth Families

Your family’s legacy deserves more than a plan — it deserves a partner who understands what’s at stake across generations. As you navigate the complex financial decisions that come with significant wealth, you need clarity around estate planning, tax-efficient investing, and the countless choices in between that shape your family’s future. With the Cavalry by your side, you can protect what you’ve built, grow it thoughtfully, and move through every chapter of your family’s financial story with confidence.

NIL Athletes

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.

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.

Book an Appointment

Address

Telephone: 830.609.8120

Web: https://thefinancialcavalry.com

Mailing: 7310 Menchaca Rd. #151703

Austin, TX   78745

Office: 8708 S Congress Ave.

Austin, TX   78745

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