Sweetwater Financial Advisors, LLC, provides personalized wealth management and financial planning services to individuals and their families. Sweetwater Financial Advisors employs a broadly diversified investment approach, capitalizing on the strengths and performance of the world's foremost money managers. Sweetwater's investment program creates stability and growth opportunity while minimizing the downside risk. The principals of Sweetwater Financial Advisors invite you to consider our firm as you make plans for the future. We provide a highly personalized approach, catering to professionals, executives, and families with a minimum of $500,000 in investable assets. Please call, or email today to see how Sweetwater can assist you in preparing for your future.
D. Bryan Teel, CFP®
Mr. Teel began his professional career as a real estate appraiser with the Gerald A. Teel Company after earning a BBA from the University of Texas at Austin. During this time Mr. Teel earned his MAI - Member of the Appraisal Institute. In 1998 Bryan joined The Malachi Group as head of Financial Planning and later as Vice President. His primary responsibility is preparing personalized financial plans for SFA clients. As a Licensed Insurance Agent, Bryan also handles client needs in this area. With degree specializations in finance and real estate, Mr. Teel's experience in investment analysis provides excellent insight for the needs of SFA's clientele. Bryan is a CERTIFIED FINANCIAL PLANNER ™, and is a member of the Financial Planning Association (FPA).