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The Art of Finance
- Financial Services
- Austin, TX
About this business
Location details
11801 Domain Blvd, Austin, TX, 78758, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I have to say, I'm honestly disappointed in my experience with SolticeWealth. I did my research for a CFP that I thought I might be able to work with. I'm a self-employed graphic designer for over 30 years, so I consider myself an artist at heart. I moved to Austin in the late 1980's because I had found a community I felt comfortable with. Now that I'm nearing retirement I started a search for a financial company my wife and I could work with. From their client reviews and the "look" of their website I loved the approach the... read more
My wife and I started with Philip as our Financial Advisor seven or eight years ago after some great friends recommended him. He has been tremendous with us along with his wife Julia. We would not be where we are today in our Portfolio and investments without Philip. He exceeded our expectations and continues to do so. I highly recommend him for any and all investment / financial planning.
Philip and Julia are easy to work with and worthy of our trust and business. My husband and I wish we had found a CFP as soon as we married; we would be much better off financially if we had jumped right into a financial plan and investing versus feeling unsure and stuck. Furthermore, Philip gave us guidance that helped us get life insurance in place, which is key to our financial security. If you're feeling lost or stuck, they can help!
My wife and I went into this not knowing what to expect in terms of how to handle our money beyond basic checking, savings, and credit card accounts. However, with Julia, Philip, Helen, and Kara's help, their warm, inviting approach to personal money management gave us the confidence we needed not only to pull our minds out of the weeds of uncertainty but to get a clear, big picture of where our money actually goes each month. It's truly refreshing to get such thorough, compassionate help through our sessions and notes knowi... read more
Julia, Phillip, and Kara patiently guided me from being fearful of handling my money to ever-increasing confidence and competence in all aspects of budgeting and retirement planning. Their expertise, empathy, and synergy as a team are an incredibly effective combination. I warmly recommend Art of Finance to anyone looking to gain lasting insights and make fundamental changes to their personal financial life.
Frequently asked questions about The Art of Finance
How is The Art of Finance rated?
The Art of Finance has a 4.9 star rating with 27 reviews.
When is The Art of Finance open?
The Art of Finance is open now. It will close at 5:00 p.m.
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