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Our Story

A DYNAMIC TEAM

Mariel Braun had a desire to be part of the financial planning profession early – when she was introduced to it as part of an elective in high school. In college, her interest in the field flourished, leading her to become a trailblazer in the newly established financial planning program at Texas A&M University. Similarly, Jared also shared a determined spirit, after serving in the United States Army Reserves, he decided early to pursue a degree in financial planning at his university – Texas Tech.

Two CFP® Partners

After the two furthered their education by becoming CERTIFIED FINANCIAL PLANNER™ professionals, fate brought them together at Baker Tilly US, one of the nation’s top 10 advisory, tax and assurance firms. Together, they spearheaded the financial advisory arm of the company’s greater Texas market.

Driven by a shared determination to positively impact the financial life of others, the dynamic duo made a decision. They would continue their commitment as fiduciary advisors, not beholden to specific products and offerings, and partnered to form Bellwether Advisory Group in Summer of 2023.

The Bedrock was Laid

Today, their firm offers individuals, families and business owners high touch, holistic wealth advice, management and financial planning. They take the time to foster deep relationships and offer customized solutions tailored to each individual client. The company’s bedrock was laid with passion and continues to thrive for the same reason. The founders find immense joy in their work and genuinely care about the people they serve.

“We foster collaboration and communication and work tirelessly toward a single objective – offering the planning and advice that safeguards our clients’ financial futures. We understand that we are better together.”

Bellwether Advisory Group

GET TO KNOW OUR TEAM

Meet the Partners

Mariel Braun, CFP®

Co-Founder & Partner

Mariel Braun, CFP®

Mariel is a co-founder and partner for Bellwether Advisory Group. As a CERTIFIED FINANCIAL PLANNER™ professional, Mariel actively helps families, executives and business owners build, manage, protect and transition their wealth through integrated financial planning. She has extensive experience guiding clients through all of life's situations and focuses on creating plans that accomplish her client's goals in a tax-efficient manner.
Full Biography

Jared Neven, CFP®

Co-Founder & Partner

Jared Neven, CFP®

Jared is a co-founder and partner for Bellwether Advisory Group. As a CERTIFIED FINANCIAL PLANNER™ professional, Jared provides comprehensive advice and solutions for high-net-worth individuals, families, executives and business owners. Jared incorporates his multiple areas of expertise including retirement planning, investment management, tax planning, risk management and estate planning to help ensure that his clients’ goals and objectives are achieved.
Full biography

Our Partners

Daily, Bellwether works hand-in-hand with Little Rock, Arkansas’s Sowell Management. Sowell Management is both a Forbes and Barrons* top 100 RIA and was founded in 2001 on the principles of fee-based fiduciary investing. Behind the scenes, Sowell Management provides Bellwether with back-office services, leading technology and support and portfolio management.
Bellwether Advisory Group is proud to work with Fidelity Investments. Established in 1946, Fidelity is one of the largest providers of financial services in the nation, which enables Bellwether to offer the products, services and investments that goes a long way toward helping you meet your goals.
Bellwether Advisory Group is proud to work with Schwab – the nation’s largest publicly traded investment services firm known for its broad range of investment options. This partnership empowers us to offer you an extensive selection of products and services tailored to help you achieve your financial objectives.

CLIENT PORTALS

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