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49 Financial

49 Financial

Updated November 2021.


Employees say this is a great place to work

Company Overview

About The Company

We are a holistic values-based financial planning firm based in Austin, TX with branches in Dallas, Houston, NW Arkansas, and Atlanta with two more offices opening this next year. Our services range from risk management to investments to full financial planning for individuals or businesses. Our model is a team-based approach with 2-3 financial professionals and a dedicated investment specialist for each client with access to our investment team for consultations as well. Our hope is to help revolutionize the finance industry together through our two are better than one approach to client service.


111 U.S.-based Employees


Financial Services & Insurance

Employee Demographics


Company Culture at 49 Financial

The employee experience below at 49 Financial, compared to a typical company.

Learn More

100% of employees at 49 Financial say it is a great place to work compared to 59% of employees at a typical U.S.-based company.

  • 49 Financial
  • 100%
  • Typical Company
  • 59%

Source: Great Place to Work® 2019 U.S. National Employee Engagement Study.

Management makes its expectations clear.
Management is approachable, easy to talk with.
Management is competent at running the business.
Management hires people who fit in well here.
People here are given a lot of responsibility.

Why Work at 49 Financial?

See what employees say about what makes 49 Financial a great workplace. These words are drawn from employee comments on the Trust Index™ survey.

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