Hello there!

Allow us to introduce ourselves

  • 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.

  • Our mission is to make financial planning approachable for the next generation by combining education, transparency, and personalized guidance.

Our Story

CFP logo with the text 'Certified Financial Planner' underneath, depicted in black and white.
Xypn logo with green and black design elements, indicating it is for the XY Planning Network, an organization for financial planners, with a label identifying as an Emerald Member.
The logo of NAPFA, featuring a circular design with dots and lines, and the text 'NAPFA The National Association of Personal Financial Advisors'.

Pijus Bulvinas, CFP®

Founder and Financial Planner

A man with glasses, a mustache, and a goatee smiling, wearing a teal shirt over a white T-shirt, posed against a plain green background.
Work With PJ

Nickname

PJ

Experience

10 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.

Giving Back

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. Our motto: “the only disability in life is a bad attitude”.

Financial Planning Made Approachable

By Your Side, Every Step of the Way

Have a question?