Find Top Financial Advisors in Round Rock, Texas

ANITA NIEFELDT, CFP® MBA Founder, Wealth Advisor Anita Niefeldt, CFP® MBA is a seasoned financial advisor with nearly two decades of experience in the financial services industry. Previously with two large firms, in 2024 Anita founded her own practice, Viridian Wealth Management, to have more flexibility to serve the broad needs of her clients.

Anita leverages her extensive experience to help clients navigate complex financial landscapes, helping them pursue their long-term financial goals. Throughout her career, she has demonstrated an unwavering commitment to helping her clients achieve financial success. Her comprehensive experience, professional qualifications, and academic achievements have given her the opportunity to successfully serve hundreds of clients.

Anitas qualifications are a testament to her commitment to professional excellence. She is a CERTIFIED FINANCIAL PLANNER" certificant, holding insurance licenses for Life, Health, and Annuities (AR# 17047822, CA# 4211550), and registrations for Series 7 and 66. These credentials underscore her deep knowledge and experience in the financial planning field.

Anita graduated with a Master of Business Administration (MBA) in Business from the WHU-Otto Beisheim School of Management in 2025. Additionally, she earned a Bachelor of Arts (BA) in Anthropology from the University of North Texas, providing her with a unique perspective on human behavior and cultural dynamics, which she skillfully integrates into her financial advisory practice.

Anita, born and raised in Austin, TX, is married with three children. Together the family enjoys traveling globally and spending time with friends and family.

Personalized financial planning and investment guidance for women and their families facing retirement, inheritance, divorce, widowhood, job change, and other major life changes.

Craig Larson started in the financial services business after graduating from St. Olaf College in 1989 with a B.A. degree in Economics. From 1989 to 1996 he worked at Mass Mutual in Minneapolis as an insurance agent, then as investment specialist and investment sales manager for the branch. Craig established Larson Financial Advisors in 1996 as an independent firm to better meet the needs of clients. In 2011 this process was enhanced as Larson Financial Advisors became a Registered Investment Advisory firm and an early adopter of the Fiduciary fee-only practice model to provide the best and most unbiased advice possible.
Craig previously worked on the board of directors of the Minneapolis Association of Insurance and Financial Advisors. Craig acquired his professional designations of Chartered Life Underwriter (CLU^®) and Life Underwriter Training Council Fellow (LUTCF) and has served as an LUTCF class instructor.

From 2004 through 2009 Craig was the Minneapolis chapter president of S.O.F.A. (Society for Financial Awareness) and has given seminars and workshops at a number of local organizations including Donaldson, Cray, Courage Center, Medica, Digital River and the F.B.I.

Craig relocated his family from the Minneapolis, MN area to the Austin, TX area in 2016 and now operates an office in both locations.

Craig lives in Georgetown, TX with his wife, Maria Estella Larson, and their three children. Craig enjoys playing guitar, inline skating, hiking and drag racing (at the track, not on the street!).

We are a fee-only investment advisor and use an 'advance and protect' strategy to minimize market losses during negative markets and rank and compare sectors and options to find the best trending holdings in positive markets. We are registered with the state - rather than with a firm - so that our one loyalty and commitment is to you - our client - and not to 'wall street' or special interests. Typical accounts we can manage: IRA, Roth, 401(k), individual, joint, trusts.

Jerry serves as an investment advisor at Beck Capital Management (BCM), guiding his clients to their appropriate portfolio type, as well as providing a financial plan that will keep them on track to meet their goals. Jerry joined Frank Beck and his predecessor company, Capital Financial Group, in 1997. Prior to joining Frank, he spent 11 years in the financial services industry. First, managing his own insurance agency, and then as the Area Director of the city of Austins Deferred Compensation Plan. The transition to BCM allowed him to continue serving his client base by shifting the focus to their post-retirement investment and planning needs.

At BCM, we employ an investment philosophy based on Sector Rotation, a strategy that allows us to focus on specific industries while avoiding the sectors of the market that are out of favor. This stands in direct contrast to the cookie-cutter approach of investing in a basket of mutual funds and/or exchange-traded funds (ETFs). The portfolios at BCM are custom-tailored to the individual and are aligned with their specific tolerances to risk and volatility. All investment decisions are made in-house, which avoids the typical layering of investment fees.

There is no doubt that next to marrying his lovely bride of 23 years, Janet, this was easily the best decision he ever made. Besides spending time with Janet and his five grandchildren, Jerry loves exploring the Austin culinary scene and a good round of golf when he can fit one in.

Jerry McIlhon is a registered investment advisor who is a 29 year veteran in the financial industry.

Fee-based RIA, provides wealth consultant and investment advisory services.

Click on our website to view our investment philosophy and personnel.

A CERTIFIED FINANCIAL PLANNER professional with over 25 years of experience, Scott helps to coordinate his clients' financial lives and assist them in making smart decisions within the areas of investments, retirement planning, insurance strategies, tax minimization, and estate planning.

Scott's career in finance began in 1982 at an east coast-based brokerage firm. He has worked as a financial planner for a small boutique CPA firm and as a wealth manager for a large Registered Investment Advisory. He is the past Chairperson for the Texas Study Group of the National Association of Professional Financial Advisors. Working for WorthPointe aligned strongly with Scott's values, as he believes in putting the interests of his client first and customizing financial plans to each client.

Our intention is to provide our clients with diversified, cost-efficient and tax-aware investments. We are not paid to sell products that may not be the best fit for your investment plan. We believe the returns on your investments should be risk-assessed and evaluated based on your individual risk tolerance. At the end of the day, you should feel confident that your wealth is working for you.