I Financial

I Financial is a financial planner in San Antonio, TX, serving individuals, families, and small business owners with personalized financial planning services. The firm specializes in creating individualized financial roadmaps that help clients achieve long-term goals, emphasizing clarity, trust, and intentional decision-making. As fiduciaries, the advisors at I Financial are committed to acting in their clients’ best interests, avoiding conflicts of interest, and providing full transparency. They serve residents of Texas and offer services including investment planning, wealth management, and financial education. Their approach is built on listening, explaining, and guiding clients through complex financial decisions with empathy and expertise.

The firm’s philosophy centers on treating clients as real people, not transactions. They emphasize intentional listening to understand personal goals, family dynamics, and financial intentions. The team views itself as educators, helping clients understand their financial situation through data analysis and clear guidance. They aim to make financial planning accessible and stress-free, fostering enduring relationships based on trust. The team includes Kevin Moore, CFP®, CPWA®, AIF®, as co-founder and principal advisor, Jake Nuno, MS, CFP®, CPWA®, EA, Denise Moore as office manager, Rachel Crager as client service manager, and Sam Grusendorf as paraplanner. The firm operates under Commonwealth Financial Network®, a registered investment adviser, and offers tax planning services through a separate entity, i*file Tax Planning and Preparation Services.

I Financial is located at 1901 NW Military Hwy, Suite 102, in San Antonio, TX. The office sits just a short walk from Saint George Episcopal School, approximately 0.3 miles away, and is within a half-mile radius of the Castle Hills City Fire Department, Castle Hills City Police Department, and West Avenue. It is also situated near Lockhill Selma Road and directly on Northwest Military Highway, a major thoroughfare in the area.

The firm is known for its client-centered approach, long-standing commitment to integrity, and dedication to financial education. Their team’s experience and personal investment in the process help clients navigate life’s financial milestones with confidence. I Financial stands as a trusted resource for thoughtful, individualized financial planning in San Antonio.

Services:

• Client Advocacy
• Financial Planning
• Investment Advisory
• Philanthropy Guidance
• Tax Planning