Chisholm Trail Financial Group Email Format

Financial ServicesTexas, United States11-50 Employees

Chisholm Trail Financial Group is a financial services firm that provides comprehensive planning and wealth-management services to individuals, families, and business partners. It uses a structured six-step process to tailor, implement, and monitor each client’s plan, guided by stewardship principles centered on protection, independence, dignity, and legacy. Financial education is part of its approach to help clients identify opportunities and address potential blind spots.

An in-house team of specialists supports the delivery of personalized wealth-creation, management, and distribution solutions. Registered associates of the group are registered representatives of Lincoln Financial Securities Corp., with investments and advisory services offered through that firm. Based in Round Rock, Texas, the firm is a small- to midsize operation in the financial services sector, and in December 2025 it hired Christopher Cybulski, CFP, formerly with Edward Jones, to expand the practice with greater independence.

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