22 Best Austin Financial 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 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.

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.

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 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 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.

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 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 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 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.

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.

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.

Powell Financial Partners is a provider of asset protection and wealth management solutions in Georgetown. The team consists of veteran planners and advisors, whose credentials are available through the FINRA BrokerCheck network, and the client types include professional athletes, families, and corporations. Powell Financial Partners provides a comprehensive written plan that serves as the road map to successful retirement.

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 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.

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.

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.

WorthPointe is a fee-only financial advisor in Austin. The owners each hold a Certified Financial Planner designation, and they have decades of combined industry experience. WorthPointe caters to persons of high net worth, people nearing their retirement, trusts, and similar client types, and it has an affiliation with the National Association of Personal Financial Advisors and Financial Planning Association.