My primary goal is to help individual investors develop an investment strategy geared toward their unique, long-term goals. Whether you need to save for a child’s college education, reduce taxes or plan for retirement, I can help.
I work with the individual client to drill down on their goals and dreams for them and their family. The greatest part of my career is the ability to get to know people in the community and find out what is important to them and guide them to these goals.
In August 2017, I achieved my Certified Financial Planner™ (CFP®) designation in order to better serve my clients in achieve their financial independence and estate planning goals. The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
Having been in Granbury for over 16 years, my wife, Kathy, and I are huge supporters of the community. I have served on several non-profit boards/fundraisers and currently serve on the Granbury City Council as Mayor Pro Tem.
I have been a small business owner for over 30 years in several industries including finance, real estate and manufacturing. My primary focus in each of these areas has always been on the financial side.
My time away from the office includes family, enjoying the lake and travel.
Contact me so we can put together financial strategies for you and your family to make your dreams a reality.
We look forward to seeing you soon.
- Wealth Strategies
- Retirement Income Strategies
- Charitable Giving
- Estate & Legacy Strategies
- Business Retirement Plans
- Insurance & Annuities
My Personal Interests
Office Address510 W Pearl St
Granbury, TX 76048 opens in a new window
Phone NumberTony Mobly at (817) 573-6917
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 03:00PM|
|Sat||By Appointment Only|
|Sun||By Appointment Only|
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