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Anthony Carpenter

Senior Lead Planner

Anthony has been supporting individuals, families, and small-business owners with financial planning and wealth management since 2014. His commitment to building enduring client relationships has empowered individuals to not only withstand market volatility and life transitions, but to truly flourish through them. Anthony’s comprehensive financial planning focuses on the following key areas: retirement planning, investment management, cash flow, college planning, tax management, insurance solutions, estate planning guidance, and wealth preservation.

He earned the CFP® (Certified Financial Planner) designation in 2020, covering the primary pillars of financial planning. Additionally, Anthony has earned the AWMA® (Accredited Wealth Management Advisor) designation, which reviews some of the complexities for executives, business owners, and other high-net-worth individuals.

Anthony lives in Austin, TX with his wife Bonni, and they have two boys together. In his spare time he enjoys collecting passport stamps, attending sporting events, and trying to master the Queen’s Gambit.

Education: St. Edward’s University, BAs in Finance and Entrepreneurship; College for Financial Planning, MS in Personal Financial Planning

"People don't care how much you know until they know how much you care." - Teddy Roosevelt

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Get to know Anthony

Kinder Graduation

Oregon Coast

Lyon, France

Enchanted Forest Amusement Park

Is there any experience you think everyone should be required to have? What is it?

Yes, I believe that everyone should have some experience in a service role, whether it be in hospitality, retail, or a community volunteer project. Being of service to others teaches a level of patience, humility, and human connection that completely changes how you view the world.

What is the best piece of advice you were ever given?

Success is not a final destination, but a collection of small daily choices which lead you down a path of success.

What book, movie, music, etc. changed your outlook on life?

A Random Walk Down Wall Street, by Burton Malkiel, has been a staple in the finance industry since the 1970s, and this book changed many of my viewpoints early in my career. The book covers market history, behavioral finance, and focuses largely on why so many active managers fail to match the broader market.

What hobby or interest do you wish you could get more people into?

The game of chess teaches strategic thinking, patience, and problem-solving skills. In chess and financial planning, thinking ahead means you don’t look at your pieces for what they are worth right now, but for what they can do five moves from now.