Corporate Partners



For more information about being a Corporate Partner with FPA Austin, CLICK HERE.

Questions? Contact Brooks Morgan, FPA Austin Partner Director, or Sarah Frankenfeld, FPA Austin Chapter Executive.

2018 Platinum Partners

 Balcones Advisory
901 S. Mopac Expressway, Bldg 1, Suite 300
Ausitn, TX  78746
(512) 697-9244
www.balconesadvisory.com
Contact: Mark Austin
Door
600 Congress Ave, 14th Floor
Austin, TX 78701
(888) 840-3667
www.doorhomes.com
Contact: Paul French

First Trust Portfolios
7821 Haggans Lane
Austin, TX 78739
(630) 915-6925
www.ftportfolios.com
Contact: Scott Dawson
Fleming Conway Allstate Agency
3435 Greystone Dr., Ste 107
Austin, TX 78731
(512) 345-0005
www.allstate.com/flemingconway
Contacts:
Melissa Fleming
Kelly Conway
 

PNC Retirement Solutions
200 Crescent Court
Dallas, TX 75201
(817) 776-7110
pnc.com/retirementsolutions
Contact: Isaac Stolar
Per Stirling, LLC
4800 Bee Caves Road
Austin, TX 78746
(512) 623-4042
www.perstirling.com
Contact: Robert Phipps
 
Sage Advisory Services, Ltd. Co.
5900 SW Parkway, Bldg One
Austin, TX  78735
(512) 327-5530
www.sageadvisory.com
Contact: Robert G. Smith III
 Vanguard Financial Advisor Services
Dallas, TX
(214) 763-9979
www.advisors.vanguard.com
Contact: Eric Pickens

2018 Gold Partners

Atchley & Associates, LLC
1005 La Posada Drive
Austin, TX 78752
(512) 346-2086
www.atchleycpas.com 
Contact: Jay Mezera
Guardian / Donny Beattie, CFP®
8911 Capital of Texas Hwy, Bldg 2, Ste 2100
Austin, TX 78759
(512) 271-3799
www.guardianlife.com/disability-income-insurance
Contact: Donny Beattie
Harbor Funds
33 Arch Street, Floor 20
Boston, MA 021102
(312) 607-5701
www.harborfunds.com
Contact: Bryan Griffith
Open Mortgage
14101 Hwy 290 W, #1300
Austin, TX 78737
(512) 492-3300
www.openmortgage.com
Contact: Scott Gordon
 
Red Oak Compliance
1101 Arrow Point Dr, #301
Cedar Park, TX 78613
(512) 796-3299
www.redoakcompliance.com
Contact: Cathy Vasilev