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The Watercolor Financial Team

Watercolor Financial is a financial planning and wealth management firm based in Austin, Texas, focused on helping our clients as they work toward their financial goals.

Mission Statement

Watercolor Financial’s mission is to stand beside you and help you navigate your financial path through planning and portfolio management—no matter what the markets or your life may bring. We help you paint your life's journey.​​​

Your Guide.

We will be a sounding board for your dreams and concerns and assist you in developing and executing an investment strategy that is precisely your own.

Your Coach.

We will be a financial coach who shares your vision and works with you to discover all the possible strategies that can help address your significant goals.

Your Advocate.

We will be an advocate who supports and helps position you to pursue what matters to you today, tomorrow and for generations to come.

Mission Statment
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Who Is Watercolor Financial? ​

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Megan Poore

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Cass Grange

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Bleckley Dobbs

Meet the Team
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Watercolor Financial is a DBA of CBM Financial, LLC, Investment advisory services are offered through CBM Financial, LLC. Investment advisory services are offered through CBM Financial LLC, an SEC registered investment advisor.

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Watercolor Financial offers advisory services only in jurisdictions where it is appropriately registered, exempt from registration, or otherwise permitted by law. 

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Nothing on this site constitutes personalized investment, legal, or tax advice. Watercolor Financial makes no representations as to the accuracy or completeness of information provided by unaffiliated third parties or links to external sites. 

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All investments involve risk, including the potential loss of principal. Past performance is not indicative of future results. Any references to investment strategies, market commentary, or third-party content are for general information only and do not constitute a guarantee of performance or suitability for any individual investor. You should consult with a qualified tax or legal professional before implementing any investment or financial planning strategy. Investments involve risk and unless otherwise stated, are not guaranteed.

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