Welcome in.
We’re the Austin financial advisors who answer their phones, explain things in plain English, and help with the life stuff that comes with money.
An independent Austin firm since 1986.
What we believe
Human matters.
Anyone can ask a computer about money now. What people keep coming to us for is a person who knows them, listens first, and picks up the phone.
- We answer our phones. A real person, usually Jennifer.
- We listen first. Your goals, your worries, and your family’s plans.
- We help with the “and more.” The retirement community, the house, the car, the will.
1986
The year Jim Cook opened the doors.Same firm today, with a new name.
Nearly half
of our clients live outside Austin.Many moved away and kept us anyway.
5 generations
of one family once worked with usat the same time.
How we help
Investing first.
Then everything around it.
Investing
The work we love most. Portfolios built around your goals and explained in plain English.
Planning
Retirement, taxes alongside your CPA, and your estate alongside your attorney.
The “and more”
Which retirement community. How to finance the house. What car to buy. The life stuff that comes with money.
Business owners and stock options
Retirement plans for your team, paying yourself, and equity compensation that finally makes sense.
Meet the team
You hire the whole team.
Four of us are licensed, so whoever picks up the phone can help.
-
Jennifer Anderson
Client Relationship Manager
She’ll greet you by name.
Kind, cheerful, grateful
-
Nikki A. Naylor, CFP®
Wealth Advisor
The “and more” is her favorite part.
Caring, intelligent, above and beyond
-
Ethan Gilbert, CFP®, SE‑AWMA®
Wealth Advisor
Think of him as your personal CFO.
Reliable, kind, hardworking
-
Maylene Poulsen
Portfolio Manager
She takes your portfolio personally.
Fun, reliable, talkative
-
Mandy Savage
LPL Registered Administrative Associate
She kind of does it all.
Dependable, organized, detail‑oriented
Who we serve
Sound like you?
We do our best work with people we enjoy, who enjoy working with us.
And your kids? The next generation is always welcome. See who we serve →
Are you a bank?
No, and that’s part of why we changed our name. For years, people called us trying to pay off loans at Austin National Bank. We’re financial advisors: we help you plan, invest, and handle the life stuff that comes with money. We don’t do checking accounts, loans, or mortgages, though we’re happy to help you think a mortgage through.
Is Welcome Wealth a new firm?
No. Welcome Wealth is the new name for Austin National Financial Services. Same people, same office, same phone number. Nobody sold, nobody merged, and nobody’s retiring. We’re an independent firm, and we intend to stay that way. We just wanted a name that fits who we’ve always been.
What happens in the 20-minute hello?
It’s a phone call, not a pitch. You tell us what’s on your mind, ask anything you like, and we’ll be honest about whether we can help. If it feels right, the next step is a real meeting, in our office or on video. There’s nothing to prepare.
A true story
A therapist we’d never met sent us a new client. Then she became a client herself. Her reason? Our clients kept talking about us in her sessions.