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Prudent Wealth Management

Prudent Wealth Management

Welcome to Maugel and Purcell Financial Solutions

Live for Today. Plan for Tomorrow.

At Maugel and Purcell Financial Solutions, we emphasize client education and teamwork to empower individuals and families to make intelligent decisions to pursue their financial goals.

We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of living for today and planning for tomorrow. Whether your goal is saving for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.

Through our thorough discovery process, we learn about you, your goals and constraints so we both understand where you’re starting from and where you want to go.

Our professionals have over 40 years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.

We are located in Austin and Dallas, Texas. Please give us a call, 512.264.3833.

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What We Bring to the Table

What We Bring to the Table

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

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Download Our Tax Reform Ebook!

There's a lot of confusion around the new Tax Laws and Jobs Act. Luckily, we're here to help. This ebook will tell you everything you need to know about the biggest tax reform and overhaul in 30 years.

What We Offer

We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. 

Advisory Based Services 

You've worked hard and now its time to enjoy the results of all those long hours. Together we can create a strategy that will help maximize your retirement. See our Advisory Based Services.

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Customized Solutions and Services

Higher education costs can be daunting. Our advisors have been well-schooled in preparing for one of life's largest investments. See our Customized Solutions and Services.

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Client Service Model

We believe small businesses are the backbone of America. At Maugel and Purcell Financial Solutions, we do our utmost to help you thrive in today's competitive marketplace.

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Tips and Resources

The latest topics in our library to Inform and Inspire.

<p>Insurance Needs Assessment: When You're Young and Single</p>

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.
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<p>The Ivory Tower Changes Wall Street</p>

The Ivory Tower Changes Wall Street

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
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<p>Understanding the Alternate Valuation Date</p>

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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Our Experts

Paul Purcell

Paul M. Purcell

Managing Partner, Financial Advisor



Courtney Johnson

Relationship Manager and Administrative Assistant


Learn How We Can Help You

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