ABOUT US
Family-Centered Financial Guidance, Built on Trust
As an independent financial services firm, 4M Financial places family and purpose at the center of everything we do.
The name 4M holds special meaning for our founding partners, Bryant Wilson and Miguel Barreda. As a close-knit team that truly feels like family, the name honors their four daughters — all of whom share names beginning with the letter “M.”
What began as a shared vision between two dedicated financial professionals has grown into a firm built on trust, collaboration, and a genuine commitment to helping clients work toward lasting financial security. This chapter reflects not only our continued growth, but also an evolution grounded in integrity, compassion, and a desire to make a meaningful impact.
At 4M Financial, we treat every client like family, offering personalized guidance and long-term strategies designed to help you move forward with clarity and confidence.
OUR SERVICES
Comprehensive Financial
Services Designed Around You
Our goal is to help you make informed financial decisions with clarity and
confidence. As an independent firm, we provide objective guidance tailored to your
goals, values, and overall financial picture — supporting you through every stage of life.
Comprehensive Financial Planning
A holistic review of your financial landscape, including goals, resources, and long-term planning considerations. We help you stay aligned as life evolves.
Wealth
Management
Investment strategies designed around your risk tolerance, time horizon, and objectives, with an emphasis on discipline, diversification, and long-term perspective.
Tax Planning &
Strategies
Coordination with your tax professionals to help identify tax-efficient strategies within your overall financial plan. No tax or legal advice provided.
Insurance & Risk Management
A holistic review of your financial landscape, including goals, resources, and long-term planning considerations. We help you stay aligned as life evolves.
Income Planning & Cash Flow Management
Strategies to coordinate income sources, expenses, and major life transitions — including retirement planning considerations.
Retirement
Planning
Guidance to help you plan for the lifestyle you envision, whether retirement is near or years away.
Social Security & Medicare Planning
Education and guidance to help you understand options, timing considerations, and how these programs fit into your broader plan.
Small Business
Solutions
Planning support for business owners, including succession considerations, benefits planning, and risk-management strategies.
Post-Divorce &
Survivorship Planning
Compassionate guidance during life transitions, helping you reassess goals and establish a clear path forward.
Legacy & Estate
Planning Coordination
Collaboration with legal professionals to help align estate strategies with your values and long-term family goals.
OUR PROCESS
A Thoughtful, Five-Step
Planning Process
Our process is designed to provide clarity, structure, and confidence. Each step
allows us to better understand your goals while building a strategy that supports
your long-term financial well-being.
Step 1: Introduction & Discovery
We begin by learning about you — your priorities, values, and what matters most to your family — while introducing our approach and ensuring the right fit.
Step 2: Goals & Clarity
We gather relevant information, define objectives, and outline what to expect as we move forward together.
Step 3: Plan Development
We create a customized financial plan designed around your goals, reviewing options and key considerations.
Step 4: Strategy Implementation
We help coordinate and implement agreed-upon strategies, working alongside other professionals when appropriate.
Step 5: Review & Ongoing Guidance
We meet periodically to review progress, answer questions, and adjust strategies as life and markets change.
MEET OUR TEAM
Experienced Advisors.
Personal Relationships.
Our team is committed to providing thoughtful, client-centered guidance rooted in
education, transparency, and long-term relationships.
Bryant Wilson, Financial Advisor
Bryant earned his Bachelor’s degree in Exercise Science from Texas State University and later completed his MBA at Capella University. He began his career in financial services as a Life & Health Insurance Agent and expanded his credentials by obtaining his Series 65, 63, and 7 license and becoming a Registered Representative at Cambridge Investment Research, Inc. As a proud father of five daughters, Bryant is dedicated to serving his clients with integrity, professionalism, and a genuine commitment to helping them achieve their financial goals. His passion for family, community, and positive impact continues to guide his work and purpose in the financial services industry.
Miguel Barreda, Financial Advisor
Miguel earned his Bachelor’s degree in Business Finance from the University of Texas at El Paso and began his career in the financial services industry as a licensed insurance producer before advancing to the role of Financial Advisor. As a co-founder of 4M Financial, Miguel is dedicated to helping individuals and families achieve financial clarity and confidence. Fully bilingual in English and Spanish, he proudly serves a diverse clientele. Miguel resides in Austin, Texas, with his wife and two daughters, and in his free time, he enjoys practicing and teaching martial arts.
Paloma Quevedo, Office Administrator
Paloma has been an integral part of 4M Financial since its inception, working alongside her husband, Miguel Barreda, to help grow the firm and support its clients with care and dedication. A lifelong Texan, she is currently pursuing her Master’s degree in Literature at Texas State University while raising two wonderful daughters. Paloma brings warmth, attention to detail, and a strong commitment to excellence in everything she does for the firm and its clients.
CONTACT US
Let’s Start the Conversation
Whether you’re planning for retirement, navigating a life transition, or
seeking clarity around your financial future, we’re here to help.
Office: (512) 277-2966
Text: (512) 262-9311
Email: info@4mfinancial.com
Address:
2028 E Ben White Blvd, Suite 235
Austin, TX 78741