Waxman Lawson Financial

Financial ServicesTexas, United States11-50 Employees

Waxman Lawson Financial is an independent brokerage firm based in Austin, Texas, operating in the financial services sector. It serves ultra-affluent clients with a focus on income tax planning and wealth preservation, leveraging private placement products to pursue after-tax return enhancement, asset protection, charitable planning, and estate conservation. The firm emphasizes educating clients about private placement options to ensure that acquisitions are structured efficiently and align with each client’s wealth objectives.

Over the past two decades, the firm has participated in private placement transactions, supporting clients in wealth accumulation and wealth transfer goals. It operates independently and provides securities and investment advisory services through M Holdings Securities, Inc., a registered broker-dealer and investment adviser, with FINRA/SIPC oversight.

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