We are a boutique investment advisory firm, named in the spirit of constantly learning so as to improve our decision-making. We help you, whether as an individual, a foundation and or a business, invest your assets. Our approach is simple. We study your commitments and invest according to them. Rather than engage in short-term speculation or periodic fads, we recommend long-term proven approaches. Our mission and primary motivation is to help you match your assets with your commitments in a comfortable, low-risk way so that you can live better.

Services Offerings:

  • Investment advisory
  • Comprehensive financial planning

Partner Contact

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JeremyM_ACM

Jeremy Mocek, APMA®

Investment Manager

500 N. Valley Mills Dr.
Waco, TX 76710

Important Disclosures and Information

  • Please note the information via Extraco LINC is a guide only. Seek professional advice before making any decision that could affect your business.