Mark Grafton

My career in financial services began in 1995. I have worked as an advisor and in management on both the retail and institutional levels. During this time, I have helped clients work to achieve their goals no matter what environment or circumstance that might have arisen. I lead a forward-thinking, experienced, and values-based wealth management team striving to deliver straightforward guidance and an exceptional standard of care to a select group of individuals, families, and business owners both locally and throughout the country. My team's mission is to become an essential partner to clients by always putting their interests first. This means leveraging a powerful combination of experience, energy, and a vast array of resources to help clients achieve confidence and pursue what matters most in their financial lives. My wife, Courtney, and I are both native Texans and reside in Cedar Creek between Austin and Bastrop. We have five grown children and three dogs. Courtney is a 4th grade teacher in Bastrop ISD and has a passion for helping children succeed. When not at work, I enjoy hiking, fishing, and spending time with my family along with volunteering at our church. Why choose my team? Through our Comprehensive Approach, my team strives to provide our clients with clarity around their preparedness for the future. We believe our clients gain confidence from the Straightforward Guidance we provide, knowing they have a wealth management team that will put their needs first and simplify the complex. We are ready to provide direction while always striving to exceed our clients expectations because of our commitment to offering Personal Attention.