Why We're Different

We make it a point to approach each client with humility, integrity, and authenticity. The world is full of people with selfish intent, especially when it comes to finances. XEO Wealth Planning is comprised of advisors who are caring, authentic, and inspired to help our clients reach their goals.

As you contemplate a financial planning firm to work with, you have plenty of options to choose from. At XEO Wealth Planning, we work hard to be your best option by going above beyond in everything we do.

As a firm, we are:

• Wise  
• Loyal
• Authentic
• Humble
• Honest
• Motivated

Edward Owen Miller is the founder of XEO Wealth Planning and one of the most experienced military benefits specialist in West Central Texas. Owen is committed to building an experienced team of financial professionals who excel at what they do.

Unlike other firms, we believe in building long-term partnerships with our clients. We are loyal to their needs, concerns, and success. Communicating ideas in a manner that is easy to understand, our advisors listen with intent, and respond with purpose. When you work with XEO Wealth Planning, you can rest easy knowing that your needs will always come before our own.

What makes us different isn’t groundbreaking - we know that. But our ambition and drive to deliver top-notch service and support without exception, just might be.