Hello there!
Allow us to introduce ourselves
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We’re a modern, fee-only financial planning firm built for professionals who are busy building careers, families, and living their lives to the fullest.
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Our mission is to make financial planning approachable for the next generation by combining education, transparency, and personalized guidance.
Our Story
Pijus Bulvinas, CFP®
Founder and Financial Planner
Nickname
PJ
Experience
9 Years
How I Help
My goal is to get you organized and be intentional with every part of your financial life. I take a comprehensive approach tailored around your priorities, your pace, and your version of success, creating a plan that fits the life you’re building now, not just someday. Along the way, I help you navigate things like major life decisions, changing incomes, unexpected events, and evolving goals, so you always know where you stand and what your next move is.
About Me
I was born in Lithuania and moved to New Braunfels, Texas when I was 11 years old. I’m a proud University of Houston graduate (Go Coogs!) having earned a Bachelor’s Degree in Finance with a specialty track in Personal Financial Planning, equipping me with a strong foundation in rigorous financial analysis and practical real-life planning execution.
Outside of work, you’ll usually find me spending time with my wife Morgan and our family, getting outdoors whenever possible, or working on a woodworking project. Morgan and I are avid travelers who love exploring new places, experiencing different cultures, and finding great food wherever we go.
In 2016, I completed a cross-country bike ride from Los Angeles to Washington, D.C. to raise funds and awareness for people with disabilities.
By Your Side, Every Step of the Way