When it comes to financial advice, most people are looking for more than just someone to sell them investments or other financial products. What they really want is knowledgeable, unbiased advice. Our firm is intentionally structured to offer you independent and unbiased advice.
These values shape our approach to serving our clients and are summarized by the acronym S.H.O.R.E.Read More
We have an objective and unbiased approach, impeccable credentials and over 30 years of client satisfaction.Read More
Everything we do for you is discussed up front with full disclosure, including our compensation.Read More
Bob Huntley has over 30 years experience helping hundreds of families make a purposeful connection between their wealth and their values in the pursuit of financial independence. As a CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant, he is skilled in helping individuals and couples who are nearing or in retirement navigate the challenges of a changing economy.
Bob is a published author, writing on topics that impact those saving for or in retirement. His well-received book: Retire is a VERB! includes a forward by renowned retirement industry expert CPA, Ed Slott.
Responsible for the overall management of the firm, it’s important for Bob to meet with and get to know all of the firm’s clients to best help them identify and pursue their unique goals.
Zachary Langan graduated with a BBA in Finance from Texas State University.While there, he was selected to manage a portion of the University’s $20 million endowment fund as a participant in the Student Managed Investment Fund. Zach joined Wise Counsel in 2011 shortly after graduation, where he assisted Bob as para-planner and engaged in all facets of the firm’s operations while working to attain federal and state security licenses.
Taking advantage of Mr. Huntley’s 30+ years of experience, Zach has been able to build his own strong foundation of wealth management and financial planning knowledge. Now a wealth advisor, Zach works with Bob as a dual advisor team in all aspects of their clients’ plan creation and investment management. Obtaining a CFP® (CERTIFIED FINANCIAL PLANNER) certification is a top priority for Zach in the coming months.
Stephanie Wilson brings more than 25 years of experience as an Office Manager, Advertising & Sales Coordinator and Executive Assistant to her role as Communications Manager at Wise Counsel. Originally from Tucson, AZ, Stephanie and her family moved to Georgetown, TX in 2007. She joined Wise Counsel in 2008.
Stephanie embraces our firmwide commitment and emphasis on communicating regularly to our clients, providing information and education on the financial markets and economy. She also manages day-to-day operations for our Georgetown, TX office as well as updates and data entry for our company database.
Annah brings 12 years experience in financial services to Wise Counsel as Lead Client Service Associate. She brings professionalism and personal commitment to serving each client. Annah enjoys running the day-to-day operations at Wise Counsel and overseeing new business processing while providing proactive service to each of our clients. Working one on one with all of our clients to effectively meet their needs comes naturally to Annah. As the primary client liaison, she strives to assist clients with their overall financial needs by trying to make things as easy as possible on the client when providing customer service. Annah’s attention to detail, excellent rapport-building skills and her natural vitality and energy make her a valuable member of the Wise Counsel team.
Annah and her husband relocated from Austin to Georgetown in early 2016. Shortly after the move, she joined Wise Counsel after spending the past 12 years serving in a similar capacity in another Austin based LPL Financial office.