Whether you need help filing taxes, keeping a small business’s books organized, planning for retirement or simply finding a local bank, Wimberley has a range of financial professionals and institutions serving individuals, families and business owners. This guide separates accounting and tax services from bookkeeping, wealth management and banking so you can more easily find the kind of financial help you need.
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CPAs, Accounting & Tax Preparation in Wimberley · Bookkeeping & Business Financial Management · Financial Planning & Wealth Management · Banks in Wimberley
CPAs, Accounting & Tax Preparation in Wimberley
Heather C. Hall CPA
Wimberley CPA providing accounting, controller and part-time CFO support for businesses along with related financial services.
📍 Serving Wimberley, TX
📞 512-577-9467
Website: wimberleycpa.com
Jennifer Robinson, CPA, PLLC
Wimberley CPA providing tax-return preparation for individuals and businesses along with tax planning, business planning and bookkeeping consultation.
📍 Wimberley, TX
📞 512-722-3993
Market and Margin – CPA Office of K. Mattarocci, PC
Wimberley CPA and business-advisory practice providing outsourced CFO support, financial analysis, business tax strategy and related accounting services.
📍 Wimberley, TX
📞 512-436-3869
Website: www.marketandmargin.com
McGinnis LLC
Wimberley tax and accounting firm offering individual and business tax preparation, tax planning, IRS tax-problem assistance, small-business accounting and new-business formation support.
📍 Wimberley, TX
📞 210-909-4502
Website: www.mcginnistx.com
Rodger Parker & Associates
Wimberley accounting and tax practice serving individuals and businesses.
📍 Wimberley, TX
📞 512-847-7215
Whitney Cargill, CPA
Local certified public accountant serving Wimberley-area clients with accounting and tax services.
📍 Serving Wimberley, TX
📞 512-648-1116
Bookkeeping & Business Financial Management
The Number Foundry
Bookkeeping business also providing payroll, HR and business-process support.
📍 Wimberley, TX
📞 830-832-8393
Website: www.thenumberfoundry.com
The Upkeep
Wimberley-based bookkeeping and fractional-controller service helping business owners maintain organized financial records, reporting and day-to-day financial management.
📍 Serving Wimberley, TX
📞 512-751-6834
Website: www.theupkeep.co
Financial Planning & Wealth Management
Edward Jones – Cade Wright, AAMS®
Wimberley Edward Jones financial-advisory office serving individuals, families and business owners, with focus areas including wealth strategies, retirement income, estate and legacy planning and charitable giving.
📍 Wimberley, TX
📞 512-847-8463
Website: www.edwardjones.com/us-en/financial-advisor/cade-wright
Edward Jones – Michael S. Murphy, CFP®
Local Edward Jones financial-advisory office led by Michael Murphy, CFP®, with focus areas including retirement income, wealth strategies, estate and legacy strategies, intergenerational planning and charitable giving.
📍 Wimberley, TX
📞 512-847-2998
Website: www.edwardjones.com/us-en/financial-advisor/michael-murphy
Hackett Financial Group
Wimberley-based fee-only registered investment adviser providing investment management, comprehensive financial planning and income-tax preparation. Founder Scott Hackett is a CERTIFIED FINANCIAL PLANNER® professional.
📍 Wimberley, TX
📞 512-847-0630
Website: www.hackettfinancialgroup.com
JOOY Wealth
Wimberley wealth-planning practice focused on business owners and families, with services that include family wealth management, financial planning, tax and estate-planning coordination, risk management and insurance analysis.
📍 Wimberley, TX
📞 737-497-9923
Website: jooywealth.com
Trinity Oak Wealth Partners
Wimberley wealth-management office providing personalized financial guidance, retirement planning and comprehensive wealth strategies for individuals, families and business owners.
📍 Wimberley, TX
📞 512-667-7403
Website: www.trinityoakwealth.com
Financial Planning & Wealth Management — Not in Wimberley, but Serving Wimberley
Austin Wealth Management
Financial planning and investment management for individuals, families and business owners in Central Texas.
📍 Austin, TX
📞 512-467-2000
Website: austinwealthmgmt.com
Integrated Financial Planning Center
Austin-based financial planning firm.
📍 Austin, TX
📞 512-640-6622
Website: www.ifpcenter.net
Banks in Wimberley
Broadway Bank – Wimberley Financial Center
Full-service Wimberley financial center offering personal and business banking, lending, mortgage and other financial services.
📍 Wimberley, TX
📞 512-847-5504
Website: broadway.bank/locations/wimberley-financial-center
Ozona Bank – Wimberley
Full-service community bank branch offering personal and business banking, lending and drive-through services in central Wimberley.
📍 Wimberley, TX
📞 512-847-8200
Website: www.ozona.bank
Sonora Bank – Wimberley
Community bank branch offering personal and business banking and lending services.
📍 Wimberley, TX
📞 512-842-3316
Website: sonorabank.com
Texas Regional Bank – Wimberley
Full-service branch offering personal and business banking, mortgage and lending services, along with access to additional wealth-management, insurance and trust services through Texas Regional Bank.
📍 Wimberley, TX
📞 512-847-1300
Website: trb.bank/locations/wimberley
Wells Fargo – Wimberley
Full-service bank branch with personal and business banking, ATM access and banker-assisted services.
📍 Wimberley, TX
📞 512-847-2442
Website: locations.wellsfargo.com/tx/wimberley/14650-ranch-rd-12
Banks — Not in Wimberley, but Serving Wimberley
Frost Bank
San Marcos banking location offering personal and business banking services.
📍 San Marcos, TX
📞 512-393-5600
Website: www.frostbank.com
Lone Star Capital Bank, N.A.
Dripping Springs bank providing personal and business banking services.
📍 Dripping Springs, TX
📞 512-858-5159
Website: www.lscb.com
Choosing Financial, Accounting & Tax Help in Wimberley
The right financial professional depends on what you need. A CPA or tax professional may be the best fit for tax preparation, compliance and business accounting; a bookkeeper can help keep ongoing records organized; and a financial adviser may focus on investments, retirement and long-term planning. Before hiring someone, confirm their current credentials, services, pricing or fee structure and whether they are accepting new clients. For investment professionals, you can also review current registration and disclosure information through FINRA BrokerCheck or the SEC’s Investment Adviser Public Disclosure system.
Know of a Wimberley accountant, bookkeeper, tax professional, financial adviser or bank we should add? If you know of a local business we missed or spot information that needs updating, let us know.