So much more than financial planning.
Working alongside you through life’s many turns.
Plan with confidence.
Enjoy the journey.
Share and give back.
Our wealth management process is holistic, forward-focused, optimistic, and collaborative.
At Augustine Financial, we are built on a foundation of caring, a passion for what’s possible, and a commitment to giving back. As a team, we strive to help you lead a life of fulfillment. We offer personalized financial guidance to help you plan with confidence, enjoy the journey, and share in the freedom of living a life of purpose.
Ready to see real progress with your financial goals?
Learning to make the best financial decisions to lead a purposeful life.
We’re looking for clients who:
are ready to get organized
looking to make real progress
want to use their money to help others
want to make sound financial decisions
know there aren’t shortcuts to progress
want to work with a trusted advisor
We care about who you are and where you want to go.
Let’s get you there together.
Our team of life-long learners has a wealth of talent and experiences that empower us to provide you with the highest level of service and experience in the industry. Our goal is to walk with you as life unfolds and to help you enjoy the journey. We understand that market changes and life events happen. We are here to help you navigate through them.
Investor360°
Access your portfolio information at the touch of a button.
Log in to our secure client portal, Investor360°, to view all of your account information, access documents shared by your advisor, and to monitor your investment performance. Easily and safely access your information from any web browser including Safari, Firefox, Chrome, and Internet Explorer.
Making informed decisions
starts with better information.
Marketing and Planning updates from Commonwealth Financial Network®.
Augustine Financial is affiliated with Commonwealth Financial Network®, a broker/dealer founded on the principles of independence and integrity. Commonwealth’s vast team of financial experts uses state-of-the-art technology and planning tools to assist us in address your needs, however complex they may be. Stay up to date on the market with their most recent insights!
Two Teams. Two Offices. One Goal.
Helping you take control of your financial journey in-person, online, and over the phone.
Brookfield Office
West Bend Office
This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, DE, FL, GA, IA, ID, IL, IN, KY, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SD, TX, VA, VT, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.
Form CRS: Client Relationship Summary
