Abernathy Financial Service

At Abernathy Financial Services, we are dedicated to helping individuals, families, and small businesses achieve financial freedom and security. Our team, led by Certified Financial Planner practitioner Heath Abernathy, is committed to providing personalized financial planning services that cater to each client's unique needs and goals.

With a focus on long-term relationships, we take the time to understand our clients' aspirations, values, and risk tolerance. We then develop customized financial plans that integrate key components of wealth management, including financial planning, portfolio construction and management, estate planning, tax planning, and small business planning. Our independent and fee-based approach ensures that our advice is unbiased and tailored to our clients' best interests.

Our Services

Our comprehensive financial services are designed to help our clients achieve their financial objectives. We offer expert guidance on retirement income planning, distribution, and wealth transfer, as well as investment management, estate planning, insurance, and tax planning. Our clients can expect personalized attention, objective guidance, and access to a wide range of resources and expertise.

Our Commitment

At Abernathy Financial Services, we are committed to our core principles of providing long-term relationships, an integrated approach, and a collaborative process. We believe that by working together, we can help our clients achieve financial fulfillment and peace of mind. Our goal is to empower our clients to make informed decisions about their financial lives and to help them build a brighter financial future.

Who We Are

Our team is led by Heath Abernathy, a Certified Financial Planner practitioner with a passion for helping others achieve financial freedom. With years of experience in the financial industry, Heath has built a reputation for providing personalized, unbiased guidance and expertise. Our team is dedicated to providing exceptional service, building strong relationships, and delivering results that exceed our clients' expectations.