Garden Ridge, TX

Your Vision. Our Process.

We believe financial advice is about more than just having a plan. It's about having the right plan for you.

Established in 2010 by three cofounders, our organization has expanded to include a team of 27 professionals prioritizing service, commitment, and integrity. Focusing on corporate/non-profit retirement plans and individual wealth planning services, we bring together a team of results-driven executive leaders, Certified Financial Planners, CFA Charterholders, CPAs, and operations/administration experts.

Due to the depth of our team, we can deliver a holistic retirement planning approach for businesses, individuals, and families. We take pride in our collaborative approach, putting our clients first and maintaining strong business relationships.

By remaining committed to our mission of providing exceptional client service throughout Central Texas, our organization has been able to expand our services nationwide.

MEET THE TEAM

Dean Salyer III, AIF®, CPFA®

Managing Director, Regional Growth Leader

Janelle Rivera

Vice President, Director of Operations

Joe Ramon, CRPC®

Director, Retirement Plan Consultant

Dan Clark, AIF®

VP Retirement Plan Specialist

Eddie Garza, CPFA®

Director, Retirement Plan Consultant

Brittany Falk

Relationship Manager

Desiree Trevino

Relationship Manager

Frank Flores Jr., CRPS®

Relationship Manager

Clayton Boone, CFA®, CFP®

Managing Director

Ben Westney, CFP®, MBA

VP Wealth Management

Anthony Bui, CRPC®

Director, Retirement Plan Consultant

Bill Alford

Wealth Management Advisor

Michael Rodriguez, CFP®, CRPC®

Wealth Management Advisor

Sarah King-Hamilton

Director, Client Services

Veronica Aguilar

Associate, Client Services

OFFICE LOCATIONS

Garden Ridge, TX

19269 FM 2252

Suite 200

Garden Ridge, TX, 78266

210-444-9272

tue	9:00 AM - 5:00 PM
wed	9:00 AM - 5:00 PM
thu	9:00 AM - 5:00 PM
fri	9:00 AM - 5:00 PM
sat	Closed
sun	Closed
mon	9:00 AM - 5:00 PM

About World

World Investment Advisors is a leading financial services firm committed to providing real results. Form trusted relationships with experienced professionals who offer a deep bench of comprehensive wealth management solutions.

Learn more

Wealth Planning & Investment Management

Personalized financial planning, portfolio design, investment strategy, and performance management.

Tax & Estate Planning

Risk management and estate planning to align your wealth with your financial plan, goals and legacy.

Retirement Plan Solutions

Customized retirement plan design, administration, and participant education.

Business Protection & Benefits

Personalized financial planning, portfolio design, investment strategy, and performance management.

Private Client Services

Exclusive strategies for complex financial needs, from multi-generational wealth to charitable foundations.