Wealth Beyond Math®

Wealth Beyond Math LLC is a modern, virtual financial planning and wealth management firm based in Austin, TX, designed to redefine what financial planning can be. We are fee-only and fiduciary, meaning we’re committed to always acting in our clients’ best interests. Our mission is to empower individuals—particularly minority women professionals and business owners—to achieve financial freedom and live a life aligned with their values and dreams. We do this through personalized, holistic financial planning that goes beyond the numbers. We do not require any minimum assets to work with us. What sets us apart is our approach. We start every financial planning journey with life planning because we believe that your finances should support the life you truly want to live—not the other way around. We take the time to deeply understand your aspirations, values, and priorities. From there, we craft financial strategies tailored to your unique vision, blending technical expertise with emotional intelligence. We specialize in helping clients navigate complex situations like equity compensation, career transitions, starting or growing a business, and life milestones such as marriage, divorce, or widowhood. Our clients often come to us during times of uncertainty or change, looking for clarity and confidence in their financial decisions. At Wealth Beyond Math™, we’re proud to challenge the status quo by emphasizing mindfulness and intention in financial planning. True wealth goes beyond your bank account—it’s about the freedom, peace of mind, and fulfillment that come from living life on your terms.

Website

www.wealthbeyondmath.com

External link for Wealth Beyond Math®

Industry

Financial Services

Company size

1 employee

Headquarters

Austin, Texas

Type

Self-Employed