ANTHONY FERRAGAMO

 am a husband, father and financial advisor. My wife, Dirce, is a psychologist in private practice, and together we’re raising our three boys: AJ, Liam and Alexander. Faith, family and long-term relationships shape my life and the way I serve my clients.

For more than 15 years, I’ve helped families across Bandera and the Texas Hill Country prepare for one of life’s biggest transitions: retirement. While we work with clients at all stages of investing, our focus is retirement income and distribution planning. I collaborate with individuals and couples within 10 years of retirement — or already retired — to design sustainable income strategies, implement tax-efficient withdrawals, and coordinate Social Security decisions within a multigenerational plan.

Today’s retirement landscape requires disciplined distribution planning, thoughtful risk management and long-term tax awareness, and my role is to help clients navigate all three with clarity and confidence.

But effective retirement planning is about more than numbers. It’s also about people — their fears, goals, values and family dynamics. Retirement is an emotional transition. Market volatility, longevity questions and evolving family responsibilities all play a part in decision-making. I help bring structure, steadiness and behavioral discipline to the process to help clients continue to move forward.

I’ve been an Edward Jones financial advisor since 2009. I earned the CERTIFIED FINANCIAL PLANNER®, or CFP®, certification in 2013, became a limited partner in 2015, and completed my Master of Science in personal financial planning in 2018. In 2024, I also earned the Certified Kingdom Advisor®, or CKA® designation, which expands my knowledge base to help thoughtfully integrate biblical principles into financial advice for clients who desire a faith-aligned approach to wealth management.

Our in-office client support team — Marsha Middleton and Traci Fjellstad, both with years of investment and banking experience — helps ensure you receive exceptional service every step of the way.

If you are looking for a "financial advisor near me," look no further. We are located in downtown Bandera at the intersection of Highways 16 and 173, and we are available to meet in person, by phone or via Zoom.

Please feel free to reach out to schedule a complimentary review — we’d be honored to work with you.

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 am a husband, father and financial advisor. My wife, Dirce, is a psychologist in private practice, and together we’re raising our three boys: AJ, Liam and Alexander. Faith, family and long-term relationships shape my life and the way I serve my clients.

For more than 15 years, I’ve helped families across Bandera and the Texas Hill Country prepare for one of life’s biggest transitions: retirement. While we work with clients at all stages of investing, our focus is retirement income and distribution planning. I collaborate with individuals and couples within 10 years of retirement — or already retired — to design sustainable income strategies, implement tax-efficient withdrawals, and coordinate Social Security decisions within a multigenerational plan.

Today’s retirement landscape requires disciplined distribution planning, thoughtful risk management and long-term tax awareness, and my role is to help clients navigate all three with clarity and confidence.

But effective retirement planning is about more than numbers. It’s also about people — their fears, goals, values and family dynamics. Retirement is an emotional transition. Market volatility, longevity questions and evolving family responsibilities all play a part in decision-making. I help bring structure, steadiness and behavioral discipline to the process to help clients continue to move forward.

I’ve been an Edward Jones financial advisor since 2009. I earned the CERTIFIED FINANCIAL PLANNER®, or CFP®, certification in 2013, became a limited partner in 2015, and completed my Master of Science in personal financial planning in 2018. In 2024, I also earned the Certified Kingdom Advisor®, or CKA® designation, which expands my knowledge base to help thoughtfully integrate biblical principles into financial advice for clients who desire a faith-aligned approach to wealth management.

Our in-office client support team — Marsha Middleton and Traci Fjellstad, both with years of investment and banking experience — helps ensure you receive exceptional service every step of the way.

If you are looking for a "financial advisor near me," look no further. We are located in downtown Bandera at the intersection of Highways 16 and 173, and we are available to meet in person, by phone or via Zoom.

Please feel free to reach out to schedule a complimentary review — we’d be honored to work with you.

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