Best Financial Advisors in Austin

2021

Venturi Private Wealth FEATURED

Venturi Private Wealth is a company of fiduciary advisers serving the residents of Austin and Oklahoma City. The company's team has a combined experience of over 150 years, and they offer advice to clients who are offer advice to high net-worth investors with public and private investments. They also assist with estate planning, trust administration, tax and life insurance management, and mortgage alternatives. From 2009 to 2015, Barron magazine named founder Russell Norwood one of the Top 1,000 Financial Advisors in America.

Archer Investment Management

• Private Wealth Advisor
• Certified Financial Planner (CFP)

Archer Investment Management is a financial advisory firm that has been serving clients in Austin and nearby areas for over 12 years. It offers a wide array of services, including detailed executive compensation planning, employee benefits review, financial risk assessment, retirement planning, and Social Security maximization. Moreover, it assists with college savings and selection and investment management. Richard J. Archer, a Certified Financial Planner, is a member of the CFA Institute and the National Association of Personal Financial Advisors.

Ark Financial Group

Ark Financial Group is a provider of asset protection and wealth management solutions in Austin. The team takes a comprehensive approach to guiding individuals and organizations through their journey to economic security and stability, and it customizes the services to fit each client’s needs. Ark Financial Group shares valuable resources and important guides through its website.

ATX Portfolio Advisors

ATX Portfolio Advisors is a registered investment adviser in Austin. The team caters to persons of high net worth seeking financial independence and stability, and the leadership consists of professionals with decades of collective industry experience and a Certified Financial Planner designation. ATX Portfolio Advisors runs a generous referral program, and its website contains important information, including the company’s Fiduciary Standard of Care.

Austin Asset

• Certified Financial Planner (CFP)

Austin Asset is a financial advisory agency that assists individuals with their wealth management needs. The firm's comprehensive services include investment management and planning strategies for wealth, life events, and philanthropic efforts. Its financial advisors also provide lifestyle management services from travel itineraries to household purchases. Austin Asset is ranked as the top financial planning firm in the area by the Austin Business Journal. Kristin Jaggard, CFO and one of the firm's owners, is a member of NAPFA.

Austin Divorce Planners

• Certified Financial Planner (CFP)

Austin Divorce Planners is a locally owned and operated financial analyst firm that has been serving the metro for 26 years. The financial advisors from this company handle mediations and consult with other professionals involved in clients' divorce. They assist in identifying, dividing, and managing assets; evaluating pensions; calculating child and spousal support; and managing post-divorce finances. The team at Austin Divorce Planners comprises a Certified Divorce Financial Analyst and a Certified Financial Planner. It is a member of the Institute of Divorce Financial Analyst.

Austin First Financial

Austin First Financial is a provider of evidence-based investing and wealth management solutions in Austin. The firm works toward “successful retirements achieved through successful planning,” and its president holds the designation of Chartered Mutual Fund Counselor and Retirement Income Certified Professional. Austin First Financial encourages clients to verify its team members’ credentials through the Financial Industry Regulatory Authority’s BrokerCheck platform, and it offers a free consultation.

Austin Private Wealth

• Certified Financial Planner (CFP)

Established in 2006, Austin Private Wealth is an independent financial advisory firm serving families, affluent individuals, and business owners throughout the greater metro area. Its services include retirement planning, equity compensation, real estate analysis, tax planning, cross-border planning, and complex estate planning. Additionally, the company assists clients with their wealth protection, wealth transfer, and wealth enhancement needs. Raoul Celerier, one of the firm's partners, has been a financial advisor for more than 15 years.

Austin Wealth Management

• Estate Planning
• Certified Financial Planner (CFP)

Austin Wealth Management is a financial advisory firm that serves clients in the metro and the surrounding areas. It offers a wide array of services, including asset protection, bank and cash management, budgeting, estate planning, and retirement and investment planning. It also helps clients build wealth by assisting with the purchase and sale of bonds, mutual funds, and stocks. Austin Wealth Management has been in the business since 2005. Kevin X. Smith, a managing partner, holds the Chartered Financial Analyst designation.

Austin Wealth Specialists

• Estate Planning
• Retirement Planning
• Certified Financial Planner (CFP)

Austin Wealth Specialists is an independent firm with over 30 years of asset management, retirement accumulation, and estate planning experience. It specializes in assisting divorced, widowed, and retiring women in the metro area as they go through transitions in their lives. Keith Powell, a Certified Financial Planner, joined Austin Wealth Specialists in 2018 as a senior partner. Powell is also a Certified Divorce Financial Analyst who helps clients prepare a post-divorce budget, retirement income plan, and legacy plan.

Barnett Financial

The wealth advisory firm of Barnett Financial offers fee-only services to select individuals and families in the Austin metro area, helping them make strategic long-term financial decisions that plan for the future and investment management choices that maximize return. The Austin-based boutique firm operates on five principles, to develop a deep understanding of their clients' financial goals, provide them with tailored advice, act as a trusted sounding board, align its interests with theirs, and offer a holistic, simplified service.

Bearing Financial Advisors, LLC

• Private Wealth Advisor
• Certified Financial Planner (CFP)

Bearing Financial Advisors, LLC, has been serving clients in Austin and the surrounding communities since 2002. It offers various services, including estate, investment, and tax planning, existing insurance policies reviews, and retirement income strategies. In addition, the firm provides investment management services, such as client risk analysis, periodic reporting and analysis, portfolio design, and tax monitoring. Scott Bussy, the founder, is a member of the Financial Planning Association and the Global Association of Risk Professionals.

Beck Capital Management

Beck Capital Management is a financial advisor in Austin that is registered with the United States Securities and Exchange Commission. The firm caters to individuals of high net worth, as well as family offices, trusts, endowments, corporations, and sponsors of pension plans, and it tailors the portfolios to the clients’ “target rate of return” and related specifications. Beck Capital Management has been part of the industry since 1997, and its investment professionals have more than seven decades of collective experience.

Bell Wealth Management

Bell Wealth Management is a financial advisor in Austin. The firm has been part of the industry since 1997, and it offers forward-looking people “independent and objective advice” on their economic future, based on their current finances. Bell Wealth Management gives new clients a no-cost review and second opinion of their portfolio.

CapStar Financial

CapStar Financial is an investment firm assisting clients throughout the Austin metro area. It has over 25 years' experience helping individuals plan for their financial future through retirement income strategies, wealth accumulation, asset protection, annuities, life insurance, tax minimization strategies, long-term care planning, and IRA and 401(K) rollovers. Additional services to assist clients with financial needs include setting up trusts, probate issues, charitable giving, and estate strategies and tax planning.

Centennial Advisors, LLC

• Certified Financial Planner (CFP)

Centennial Advisors, LLC, is a financial advisory firm that caters to individuals and families in Austin and the surrounding communities. It offers a wide variety of services, including protection and distribution strategies, pre-retirement and retirement transition planning, and wealth accumulation. Additionally, the firm provides healthcare, income, investment, and tax planning services. Michael Reese, the CEO and Founder, holds various designations, such as Certified Financial Planner, Certified Tax Specialist, Chartered Financial Consultant, and Chartered Life Underwriter.

Clear Rock Advisors

• Certified Financial Planner (CFP)

Clear Rock Advisors is a financial consulting firm serving Austin and nearby areas. Established in 2016, it offers asset protection, tax planning, and generational wealth transfer. The firm also develops education and retirement plans. Its portfolio management services include monitoring and reporting, asset allocation strategy development, risk-managed portfolio construction, and market and investment manager research. Chairman Charles F. Hall, Jr., previously held executive positions at Maxim Bank. He also worked as the director of private client services at Matterhorn Capital.

DESMO Wealth Advisors, LLC

DESMO Wealth Advisors LLC, offers financial planning, investment management, and coaching to clients around the Austin area. The company discusses financial concerns such as retirement savings, tax planning, college education needs, and personal investments. Founder Massimiliano (“Massi”) De Santis is a sworn fiduciary, an expert legally-bound to recommend the best financial solutions for the clients. Massi is a Ph.D. economist and a CFP professional with more than 18 years of experience in giving financial management solutions.

Dimensional

• Certified Financial Planner (CFP)

Dimensional is a financial advisory firm that has been serving clients in Austin for over 40 years. The firm caters to individuals, retirement professionals, and institutions. It has 13 global offices, consisting of 1,400 advisors who have managed over $660 billion in assets. Its director, Kenneth French, is a financial advisor knowledgeable on the behavior of security prices and investment strategies. He is also a Fellow of the American Academy of Arts and Sciences and the American Finance Association.

Durbin Bennett Private Wealth Management

Durbin Bennett Private Wealth Management is a fee-only consultancy in Austin. The company is a local establishment that enjoys national recognition, and the team consists of seasoned and trusted financial planners and advisors for entrepreneurs, executives, and practitioners in various professional fields. Durbin Bennett Private Wealth Management helps clients with portfolio analysis and construction, estate and income tax planning, generational wealth transfer, family office coordination, charitable giving strategies, and similar matters.

Equistar Wealth Management

Equistar Wealth Management is a financial advisor in Austin. The firm operates on a fee-only basis to protect the clients’ best interests, and the team strives to maintain solid relationships founded on “mutual trust and open communication.” Equistar Wealth Management offers a range of services, including investment planning, transition assistance, and special consultations for women.

Fort Wealth Management

Fort Wealth Management is a financial advisor in Austin that holds a licensed to sell insurance products in Texas. The company handles estate and retirement planning, as well as income and asset protection, and its comprehensive process involves tax, accounting, legal, and related matters. Fort Wealth Management tailors the plan according to each client’s goals on economic stability and lifestyle specifications, and it has another office in Houston.

IBG Financial Advisors

IBG Financial Advisors is a wealth management consultancy in Austin. The firm is an independent, objective, and disciplined establishment that protects its clients’ best interests, and the team serves people who seek financial security and preparedness for eventualities. IBG Financial Advisors provides interesting articles and helpful guides on its website.

Lucien, Stirling & Gray Advisory Group

• Retirement Planning

Lucien, Stirling & Gray Advisory Group caters to individuals, corporations, foundations, and trusts in Austin and the surrounding areas. It provides analysis and recommendations on clients' assets and liabilities, cash flows, insurance coverages, investments, and tax situations. It also offers asset management services, such as accounts set-up, asset transfers, investment policy design, and portfolio allocations. Lucien, Stirling & Gray Advisory Group was established in 1992. Mark Ward, the chairman, has been with the firm since 1999. He is a Certified Financial Planner and a Chartered Financial Consultant.

Meridian Wealth Advisors

• Estate Planning
• Tax Planning

Meridian Wealth Advisors has been serving Austin and nearby areas since 2016. It caters to various types of clients, such as corporate executives, entrepreneurs, families, and retirees. Its services include asset allocation and coordination, cash and liability management, custom portfolio construction, investment strategies, and liquidity event consulting. It also offers estate plan analysis and coordination, generational wealth management, and tax minimization strategies. Josh L. Galatzan, the founder, is a Certified Investment Management Analyst with around 20 years of experience in the financial services industry.

Parrott Wealth Management

• Private Wealth Advisor
• Certified Financial Planner (CFP)

Established in 2015, Parrott Wealth Management is a financial advisory firm that serves individuals and families in Austin and neighboring communities. It provides a wide range of services, including cash flow and debt management, charitable and philanthropic planning, investment reviews, portfolio comparison, and Social Security optimization. It also offers bear market stress tests, income distribution planning, and Roth IRA conversions. William R. Parrott, the CEO, has been in the financial services industry since 1989. He holds the Certified Financial Planner designation.

Pauley Financial Services

Pauley Financial Services is a financial advisor in Austin that helps individuals and organizations with “planning for a life well-lived.” The firm has been part of the industry for more than 20 years, and the founder is a West Point graduate and former U.S. Army officer, who continues to serve others as a civilian. Pauley Financial Services is a fee-only provider and does not sell products to clients for a commission, and its core values include integrity and professionalism.

Pioneer Wealth Management Group

• Estate Planning
• Retirement Planning

Pioneer Wealth Management Group is a financial consulting company serving clients in Austin and Plano. The firm offers clients various service packages, ranging from hour-long financial advisory sessions to family wealth management programs. Its financial planning team also assists clients in making plans for various personal goals, such as education and retirement. Portfolio management services are also available. Milad Taghehchian, one of the company's financial advisors, is a certified financial planner.

Planning Work$

Planning Work$ is a “wealth strategy group” in Austin. The company guides individuals and families through their journey to economic security, and the financial advisors make sure that they customize the plans according to each client’s targets and ability to absorb risks. Planning Work$ encourages parties to check the credentials of planners through the FINRA system.

Reap Financial

Reap Financial is a wealth management advisory practice in Austin that guides people through their journey to economic stability and independence. The company serves business owners corporate executives, professionals, and similar client types, and the team consists of industry veterans, whose track record can be verified through the Financial Industry Regulatory Authority’s BrokerCheck system. Reap Financial gives a free retirement review, and it sponsors workshops to educate individuals, couples, and entire families.

Safe Landing Financial

Safe Landing Financial is a fee-only financial advisor that works with clients throughout the Austin metro area. It maintains a designated CFP and can serve as both a financial planner and a financial fiduciary. Its services in these areas involve helping clients create feasible financial plans that take short- and long-term scenarios into account and assisting clients in conducting thorough financial risk assessments when making investment decisions. Safe Landing Financial also offers access to Dimensional funds.

Smith Wealth Advisors

Smith Wealth Advisors is a financial planner in Austin. The company offers the same services as large wealth management consultancies do, but the team delivers the results based on each client’s goals and specifications. Smith Wealth Advisors draws from the owner’s more than two decades of industry experience, and it uses only the most sophisticated research and analysis tools in the market.

Stone Asset Management

Stone Asset Management is a registered investment advisor in Austin that operates on a fee-only basis to protect the clients’ interests. The team consists of locals who share the values of the people and organizations they serve, and the areas of focus include saving for college, developing a sound investment strategy, and looking forward to a secure retirement. Stone Asset Management shares helpful, free resources through its website.

Stone Wealth Management

• Retirement Planning
• Tax Planning

Stone Wealth Management is a fiduciary firm based in Austin. Its range of services covers financial landscape analyses, financial planning, and investment management. Its team also develops plans for business owners seeking guidance in company transitions involving key employees or family members. The company is headed by W. Morgan Stone, a CFP who has been working in the financial services field for over 19 years. He has an MBA in Personal Financial Planning and is Financial Planning Association member.

The Art of Finance

The Art of Finance is a financial advisement firm in Austin that is dedicated to helping the creative class, such as artists or entrepreneurs, through the financial planning process. Founder Philip Olson, who is a Certified Financial Planner and his wife Julia Lorenz-Olson offer services around foundational and comprehensive financial planning as well as investments. The Art of Finance is also available to provide lectures and special classes on money, budgeting, navigating workplace benefits, and related topics.

The Fox Alliance

• Estate Planning
• Certified Financial Planner (CFP)

The Fox Alliance is a team of wealth advisors serving Austin. It creates financial plans, investment portfolios, and tax strategies for clients. Furthermore, the company offers insurance products, including long-term care, disability, and life policies. Additionally, its financial advisors partner with the clients' attorneys on matters related to trusts and estates. The firm's founder and president, Bill Fox, has been a wealth advisor for over 31 years. He has attained designations as a Chartered Life Underwriter and a Chartered Financial Consultant.

Tuyyo Planning Group, LLC

Tuyyo Planning Group LLC is a financial advisement firm located in Austin. It assists both local and national clients, providing all-encompassing wealth management and financial planning services. This is a boutique firm which serves a limited number of clients, as it believes this allows it to deliver higher-quality, concentrated services. Its advisers help clients to make financially advantageous decisions, resolve issues in their portfolios, and plan for both expected changes and contingencies.