Best Financial Advisors in Austin

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.

Brighton Jones is a team of financial advisors serving clients in Austin and nearby areas. Its accountants, lawyers, Certified Commercial Investment Members, and financial planners offer financial advice to clients in the medical, media, higher education, construction and development, and technology sectors. Brighton Jones provides them with tax planning, real estate advisory, private equity advisory, institutional asset management, philanthropic advisory, and personal CFO services. The firm's philosophy is based on financial theory, psychology, and awareness of history and current events.

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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 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.

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 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.

Established in 2009, Austin Private Wealth is an independent fee-only financial advisory firm serving families, affluent individuals, and business owners throughout Texas and nationwide. 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. All its advisors are Certified Financial Planners (CFP®) and its partners all have more than 15 years of experience in the industry.

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.

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 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, 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 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.

Elgon Financial Advisors caters to individuals in Austin and the surrounding areas. It guides clients in creating strategies and handling personal wealth dashboards to meet their financial goals. It also offers investment management services using evidence-based investing methods and recommendations. Its principal advisor and founder, Jane Mephan, is a member of NAPFA and a partner with Money Quotient, the creators of the True Wealth Process. She also provides advice to immigrants and first-generation US citizens regarding their finances and cross-border 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 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.

ML&R Wealth Management has been serving individuals, families, businesses, and non-profits in Austin and nearby areas since 1997. It offers a wide range of financial advisory services that help clients achieve their economic goals. The services include a long-term approach to personal wealth management, corporate retirement planning, and financial freedom guidance for women. The firm typically works with high-net-worth clients whose account portfolios start at $1 million. Its personalized wealth management plans align personal, professional, and family objectives.

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.

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.

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.

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.

Serving the Austin area, The Fox Alliance Wealth Advisors helps individuals, families, and organizations in pursuing their long-term financial goals. The firm, established in 1986, offers assistance in areas like financial and tax planning, insurance, and investment. Founder and president Bill Fox, who carries over three decades of experience as a wealth advisor, utilizes a custom financial planning approach by building personal relationships with his clients and their families. He also has a background in finance and accounting.

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.