Wealth Management. Retirement Plans. Financial Planning. 

Who We Are


EZ Financial Group, Inc. is a Registered Investment Advisory (RIA) wealth management firm based in Austin, Texas. We specialize in small business 401(k) plans. As an RIA firm we are legally obligated to put our clients’ best interest first. Our reputation has been built on a promise to put client interests ahead of our own, to generate original insight and to translate that insight into results.

We work completely independently, so you can be confident that the only pocket we are in is your's. 

What We Do

  • Small Business Retirement Plans
  • Asset Management
  • Goal Assessment 
  • Wealth Accumulation and Preservation
  • Estate Planning 
  • Tax Planning
  • Education Planning
  • Financial Plan Maintenance

How We Get Paid

  • Fee-based on % of total assets under management (AUM)
  • Financial Advisory Fee
  • Hourly rate

Why We Are Different

We always put our client's best interests first. We are owned and operated by our principal, which creates a more personalized relationship and even more customized investment strategies focused on the long term. At EZ Financial Group, Inc., you are not just a number, you are our client and our clients are what keeps our business moving forward each and every day.