Milad Taghehchian

CFP®

Pioneer Wealth Management Group

Financial Advisor

Milad Taghehchian

CFP®

Pioneer Wealth Management Group

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Milad Taghehchian, CFP®

Fee-Only financial planner located in Austin, TX, serving clients locally and across the country

Milad Taghehchian is a Austin, TX fee-only financial planner. Pioneer Wealth Management Group provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Milad Taghehchian is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Milad Taghehchian is a Fee Only Financial planner in Austin, TX. Milad Taghehchian is a NAPFA-Registered Financial Advisor.

Education
B.S. Economics
The University of Texas at Austin
Professional Designations
CERTIFIED FINANCIAL PLANNER​™ Practitioner 2005

Areas of Specialization
Real Estate Investments
Estate Planning
1031 Exchanges
Stock Options
Startups
Small Business Planning
 
Hometown
Austin, TX

Community & Leadership
Board Member: Austin Discovery School
Mission Capital

Milad Taghehchian is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

Who We Are

We are an organization born out of a need to make the financial industry honest. Our clients receive knowledgeable financial advice from a holistic standpoint. Our advisors adhere to an oath to serve as your fiduciary. It is understood that finances are one piece of your lives, and we strive to make the management of that piece a lot easier.

What We Do

Retirement Planning
Investment Planning & Management
Estate Planning/Wealth Transfer
Education Planning
Tax Planning
Charitable Giving
Insurance Needs Analysis
Small Business/Startups
Real Estate Investments
Socially Responsible Investing
Family Office
Domestic Partnerships
Retirement Plan Administration

How We Get Paid

1 of 3 options

Annual Service Fee: This flat fee pays for anything we do for an entire year.

Assets Under Management: If we are buying and selling investments in your accounts for you, we charge a fee for it, as a percentage of assets managed.

Hourly Fee: For specific concerns that require less time to address, the hourly consultative rate may make sense.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Milad Taghehchian is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Milad Taghehchian is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

Contact Milad Taghehchian

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Office Locations:

  • 700 Lavaca Street
    Suite 1400
    Austin, TX 78701

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