About Us
A licensed team of loan, credit, tax and investment specialists flying co-pilot with American households since 2010.
Built Because Money Advice Was Too Complicated — and Too Expensive
Money Credit Pilot began in 2010 around a single kitchen table in San Antonio, Texas, helping a neighbour choose between two very different mortgage offers. That conversation became a calling: hundreds of families were signing loan papers they didn't fully understand, paying for insurance they didn't need, and ignoring investments they should have started a decade earlier.
Fifteen years later we are a full-service financial practice — personal and credit loans, mortgages, wealth and investment planning, tax advisory and insurance — but the kitchen-table promise hasn't changed. We explain every option in plain English, quote every fee before we start, and only recommend what we would choose for our own families.
Today our advisors guide more than 4,800 clients across the United States, from first credit cards to retirement portfolios, with over $120 million in loans facilitated along the way.
- Independent & client-firstWe are paid by you, not by product commissions.
- One team, every disciplineLoans, credit, tax, insurance and investing under one roof.
Mission, Vision & Values
The three coordinates we navigate by on every single engagement.
Our Mission
To give every household the clarity and confidence of a private wealth desk — whatever their income, credit history or stage of life.
Our Vision
A world where credit, loans and investing feel as simple and predictable as following a flight plan.
Our Values
Honesty before commission. Clarity before jargon. Your goals before our growth. Every time, on every file.
Licensed & Accountable
Fully licensed advisers, annual independent audits and a published complaints process.
15+ Years in the Seat
Through rate cycles, recessions and booms — we have guided clients in every climate.
Proudly Texan, Nationally Remote
Headquartered at 313 Moursund Blvd, San Antonio, TX — serving clients in all 50 states.
Ready to Put Your Money on Autopilot?
Book a free 30-minute consultation and leave with at least one actionable idea — whether or not you ever hire us.