Sather Financial Group

Sather Financial Group is a fee-only financial planning and investment management firm that oversees more than $2 billion in client assets. As a registered investment adviser, the firm works as a fiduciary and builds customized portfolios for clients across different time frames, with planning covering risk management, estate, retirement, tax and large asset decisions.

The firm earns its fees from asset management rather than commissions, and it does not sell insurance, financial products or fund families or work for any brokerage firm. Advisers will recommend estate planning strategies and help clients find appropriate attorneys. The office is at 120 E Constitution St in Victoria.