Exciting things under way! Check back soon!

"The hardest things you've done in life likely have had the the greatest impact."

Get To Know Travis

Travis has always had an entrepreneurial drive, a trait that shaped his career path and life philosophy. After graduating Magna Cum Laude from Texas A&M with a degree in Finance from Mays Business School, his post-college plans took an unexpected turn, all thanks to a girl. Despite initially taking the self-professed ‘safe route’ by joining Deloitte, it wasn’t long before he felt the pull towards a more entrepreneurial path.

This pivotal shift from a predictable career to embracing the unknown has led Travis to advocate passionately for the idea that your twenties are your “defining decade” – a term coined by psychologist and author Meg Jay. He believes this period is a transformational time to bet on oneself, and he exemplified this belief in October 2019 by leaving his role as an executive vice president at a financial planning firm to start his own independent firm, 49 Financial.

The Best Part of Me

Travis lives in Austin with his wife Jaclyn, their daughters Charlotte, Olivia, and Madison, and their goldendoodle Duncan. Outside of the office, you can find him hanging with his girls, playing golf, catching a Peloton ride, or enjoying a glass of good wine.

Deep Community
Travis has known and felt the power and impact of investing in relationships where he is fully known and seen.
Two Are Better Than One
We are not meant to go through life alone. Travis built his company on living out Ecclesiastes 4:9.
Revolutionizing an Industry
It is all about starting a revolution. Travis is on a mission to bring a dying industry back to life.
Equipping Next Generation Leaders
Travis prioritizes mentoring and equipping the next generation leaders - the ones who have the opportunity to make real impact.
Previous slide
Next slide


Each of us have moments and circumstances that unfold throughout our lives and ultimately shape our future.

For Travis, one of these moments happened in August of 2016 when he discovered he had a brain tumor.

Hear how the “Two are Better than One” motto was felt and experienced through Travis’ firsthand story.

Travis Penfield is the CEO of 49 Financial, an SEC registered investment adviser. Registration with the SEC does not imply a certain level of skill or expertise. All investment advisory activities are performed through 49 Financial. Also, Mr. Penfield is a registered representative Oakwood Capital Securities (“Oakwood Capital”). All commissionable product sales are performed through and under the supervision of Oakwood Capital. 49 Financial and Oakwood Capital are not affiliated.  [Consider other interesting biographical factoids such as any insurance affiliation]. Please visit https://adviserinfo.sec.gov/individual/summary/6104530 or https://brokercheck.finra.org/individual/summary/6104530 for more information on Mr. Penfield’s association with 49 Financial and Oakwood Capital.