Northwest San Antonio Financial Advisory — JBSA Military LinkedIn
Client: Fee-only RIA, Northwest San Antonio ($220M AUM). Challenge: JBSA incoming personnel not finding military-specific financial planning expertise on LinkedIn. Programme: TSP/SCRA/VA loan LinkedIn content + Fort Sam Houston community + FINRA-compliant + PCS cycle engagement Results (7 months): JBSA military professional connections: +3x | TSP content: highest LinkedIn engagement in firm history | FINRA compliance: clean | New military client AUM from LinkedIn: $28M
