We Have Listed The Top 10 Financial Advisors In Austin To Help You Choose The Best Professional For Your Needs.
Address: 166 Hargraves Drive, Suite E300 Austin, TX 78737
Phone: 512-858-7259
Website: https://www.schwab.com/
When you work with one of our Financial Consultants, you can count on partnering that’s founded on knowledge and motivated by an authentic desire to help. Whether you want advice or need a plan, helping you achieve your financial goals will be their priority. While there are eligibility requirements to work with a dedicated Financial Consultant, the team at your local branch is ready to help answer your questions and offer guidance and support. Please schedule an appointment before visiting so that we may provide you with the best service possible. After-hours meetings and Saturday appointments may be available upon request. You’re not just a client at Schwab. We believe in partnering with you and getting to know you so we can work together on your terms. We provide access to commentary and insights from Schwab experts and advice that is understandable, relevant, and actionable. We offer a broad range of investment options from leading asset managers across the industry, not just our own. We’ll be open and honest in all aspects of our relationship, including what you pay for our services and the thinking behind our advice. We design our products and services with a goal of driving down costs, so investors have more money to invest. Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by calling 800-435-4000. Please read the prospectus carefully before investing. Investment value will fluctuate, and shares, when redeemed, may be worth more or less than original cost. Local branches are involved in events and organizations to support their communities. Please note that such activities do not reflect an endorsement by The Charles Schwab Corporation or its subsidiaries of such events or organizations. Charles Schwab & Co., Inc. and Charles Schwab Bank are separate but affiliated companies and wholly owned subsidiaries of The Charles Schwab Corporation. Brokerage products and services are offered by Charles Schwab & Co., Inc. (Schwab Brokerage), Member SIPC. Deposit and lending products and services are offered by Charles Schwab Bank, Member FDIC and an Equal Housing Lender.
Address: 3108 N Lamar Blvd., Suite B100 Austin, TX 78705-2013
Phone: 512-886-4114
Website: https://austinprivatewealth.com/
Austin Private Wealth is an independent, fee-only advisory firm that sits on the same side of the table with you; not just some but all of the time. For more than 10 years, we’ve strived to build deep, trusted relationships as we develop an understanding of our clients' goals and provide professional insights on the things that matter most. This type of truly authentic, personal financial advice is typically absent at a big box financial planning firm or remote service center, where customers are just another name and account number. We offer truly personalized advice drawing on the experience of our different team members. As a team of global citizens and lifelong learners, we embrace your journey - from where you’ve been to where you are going. This viewpoint encompasses the spirit of Austin and is why we are proud to be Austin Private Wealth. As an SEC Registered Investment Advisor, we are legally bound to act as your fiduciary, but it is important to note that our personal character and professional ethics motivate us more than our legal mandates do.
Address: 901 S. MoPac Expy Barton Oaks Plaza 2, Suite 270 Austin, Texas 78746
Phone: 512-347-9500
Mercer Advisors grew out of need we saw from our clients. Our founder, Kendrick Mercer, started the firm as a law practice focusing on estate planning for professionals and families. He quickly learned that his clients had needs well beyond drafting of wills, trusts and estate plans. They were looking for someone who would help them make sense of their financial situation and make smart decisions that could help them live the lives of their dreams. He also learned that a firm providing those solutions and doing it under a fiduciary standard didn’t seem to exist. So in 1985, he launched Mercer Advisors as one of the country’s first, planning-focused independent registered investment advisory firms, and set out on a mission to help his clients achieve what he called Economic Freedom. The mission and purpose of helping clients on their path to Economic Freedom is alive and well today. It thrives in the hearts and minds of our team who come to work every day thinking about how they can make their clients’ lives better. Over the years we have opened more offices and added more team members who believe in these principles and the value of providing a set of services that take a truly holistic approach to our clients’ financial lives. From the very beginning we have held ourselves to the highest of standards to always act in our clients’ best interests. Quite simply because we believe our clients should expect and demand nothing less. As a fiduciary, we put your needs and interests first. For 35 years, we have been helping families attain their economic freedom and succeed in their life journey, whether they are starting out, raising a family, or enjoying their retirement. Our commitment to the fiduciary standard is embodied in our values that guide our actions to help you and your family live the lives of your dreams.
Address: 1301 S Capital of Texas Hwy, Ste C-210 Austin, TX 78746
Phone: 512-46-2000
Website: https://austinwealthmgmt.com/
How much better would you feel about your financial situation if you had a better handle on the core concepts behind investing, budgeting, insurance, debt and taxes? You don’t need a PhD, but a 101 will make you more independent and more likely to succeed. We use illustrations and analogies to make complex concepts easier to grasp. If you are craving even more knowledge, we can take the education as far as you want. Our whiteboards are never clean. We serve as professional educators and advocates for the financial well-being of families in Central Texas. We believe that the business of financial advice can and should be rooted deeply in the research of America’s finest institutions and delivered with the same attention and care as a Four Seasons concierge. This is your single secured access point to your financial world. Our Wealth Management System provides both you and our team with a secure view of your financial progress. We can collaborate with you online at any time, no matter where you are. As a client of Austin Wealth Management, you have access to your entire financial world 24 hours a day and we are never out of touch.
Address: 3801 S. Capital of Texas Hwy, Suite 325 Austin, TX 78704
Phone: 512-640-3960
Website: https://aspiriant.com/by-location/austin-financial-advisors/
At Aspiriant, we believe in meeting our clients where they need us most. With so many of our clients residing in or moving to Austin, we decided to open up shop in the heart of the city in 2020. But our Austin office is so much more than just a new Aspiriant location; it’s an extension of our client experience, which seeks to make our clients feel appreciated and cared for by the professionals they’ve left in charge of their financial lives. Many entrepreneurs and business executives call Austin home. Our team, which is led by Ryan Nelson, CFA® partner and director in investment advisory, specializes in providing comprehensive pre- and post-liquidity event planning services, such as concentrated stock management, tax strategies, wealth transfer techniques, estate planning, and philanthropy consulting. In addition to advising the C-suite of many Fortune 500 companies, our team specializes in helping founders of closely held businesses plan for liquidity events including IPOs, mergers, acquisitions or sale of businesses. In addition to these specialized services, our Austin team offers family office services, wealth management, investment management, and financial planning. Our Austin team members have been recognized by the broader business community for the top-notch service they provide. Ryan was recently listed among Forbes’ Top Next-Gen Wealth Advisors. He has also been featured in the Austin Business Journal and served on the Growth Awards Committee for the Austin/San Antonio Chapter of the Association for Corporate Growth (ACG). Outside of the office, Aspiriant’s Austin team also prioritizes giving back to the local community. In the past, our team members have supported organizations such as BookSpring and the Austin Justice Coalition.
Address: 805 Las Cimas Parkway, Suite 305 Austin, Texas 78746
Phone: 512-329-0050
Website: https://centman.com/
From humble beginnings, Arnold Van Den Berg, a Holocaust survivor, learned at an early age what it means to work hard, to sacrifice, and to help others. It is his spirit of helping that has shaped the way he has lived his life and runs the business. Each individual who has joined Century Management shares Arnold’s values and passion to truly help others reach their goals. It is what has defined our success. Century Management ("CM") is an independently registered investment adviser. Registration does not imply a certain level of skill or training. Century Management is also registered as a Portfolio Manager in the Province of Ontario. Century Management reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. It should not be assumed that the investment recommendations or decisions we make in the future will be profitable. Forward-looking statements are not guaranteed. Past performance is not indicative of future results. The discussions, outlook and viewpoints featured are not intended to be investment advice and do not take into account specific client investment objectives. Positions held within each individual account may not be the same from one account to the next. Individual securities may be traded at different times as well as receive different execution prices. In addition, individual accounts may be pursuing similar objectives but may have different investment restrictions. A full description of our Firm’s business practices, including our Firm’s investment management services, wealth plans and advisory fees, are supplied in our Form ADV Part 2A. Investment in equities and fixed income securities are subject to investment risks, including, without limitation, market risk, interest rate risk, management style risk, business risk, sector risk, small-cap risk, liquidity risk, prepayment risk, extension risk, among other risks related to equity and fixed income securities.
Address: Centre II 3101 Bee Cave Road, Suite 280 Austin, TX 78746
Phone: 737-241-1255
Wealth management is about more than growing and protecting wealth—it empowers you to live a richer life. It takes a big-picture view to be a true fiduciary. Because your Personal CFO integrates across your total balance sheet, your team is distinctly positioned to act in your best interest. Being a fiduciary is our legal responsibility, and we hold ourselves to a higher standard—that’s how we help individuals and families live a richer life. In 2000, we launched Brighton Jones with a vision of a world in which every person lives a richer life. After all, life isn’t just about pursuing wealth. It’s about pursuing purpose, and the paths to get there are infinite. Today, Brighton Jones has grown to be a nationally-recognized leader in financial wellbeing. Thank you for giving us the responsibility of sitting at the crossroads of your life and your wealth. We are honored to play this role. We look forward to many more years of partnering with you to align your wealth, passions, and purpose so that you can pursue a happier, healthier, more fulfilling life... Your richer life!
Address: 3600 N Capital Of Texas Hwy Building B, Suite 200 Austin, TX 78746
Phone: 512-220-2035
Website: https://venturiwealthmanagement.com/
More money brings more challenges. So, we bring more to the table than typical wealth managers, focusing on more than just typical investments. Things that truly matter most, like philanthropy and estate planning. And strategies that build generational wealth. Lasting, sustainable wealth. Our investment approach relies on a core understanding of you. It is our passion to learn your full story to help achieve financial freedom both for you and for generations to follow. This is just so much more than a wealth management firm. We just did a women’s event that we had in office and brought a keynote speaker in to talk about next generation wealth planning. The next week we hosted a charity shoot and raised $40 thousand for Honor Flight that allows veterans to travel to their memorials in Washington, D.C. We are always thinking outside of the box and helping our clients and community. We deliver investment strategies and wealth management services in a manner that strives to reward client outcomes—not transactions. Our vision is to bring together people and resources to create efficiencies and reduce the pressures and conflicts in our business. Establishing a financial plan with clear goals and objectives is the foundation to financial organization and peace of mind. We begin every relationship with a detailed assessment of your wealth, cash-flow, and long-term goals in order to manage the complexities of your financial life so you can focus on the things that matter most to you. Our investment management team builds off of your personal financial plan to objectively analyze and create a customized investment portfolio. We construct and continually monitor portfolios through the lenses of cost and tax efficiency, risk and return, and diversification in order to achieve your financial goals. A proactive, highly disciplined risk management approach is followed throughout our entire wealth management process. Our team monitors and evaluates both financial market risk, as well as risks to meeting your objectives. We employ a quantitative process to both assess and respond to changing market conditions. Every family’s definition of wealth and legacy are different, and we understand that. Our team will work with you to define your legacy and structure an estate plan that aligns with your values. We have deep experience advising families on personal trusts, foundations, and various multi-generational transfer techniques. We also maintain strong connections with legal professionals that help execute our clients’ vision.
After this class, you’ll have the knowledge, tools and roadmap you need to make well-informed decisions for your future and plan for the retirement you’ve always dreamed of. Our process is personalized to help meet your unique financial goals. One of our highly-regarded certified professionals will take you through our customized process, answering all of your questions along the way. We will discover what you want your retirement to look like and begin our proprietary financial audit. We will review and examine your current tax & financial situation to determine if we can add value. Receive a custom 3-Dimensional plan focusing on Taxes, Income, Retirement, Health & Estate Planning. Austin First Financial was founded in September 1997 by current president Scott Campbell. He founded the company to provide information and guidance to clients designed to help them invest smarter and grow savings for retirement. Austin First Financial is committed to serving Austin’s vibrant community, boosting client financial performance and keeping up-to-date with the newest trends in wealth management. We look at your personal situation, income requirements, risk tolerance, long-term care needs, estate and charitable wishes. From there, we create a plan for you to work toward your financial and retirement goals. You come to us with a lifetime of investments and savings, so you deserve the best level of service and our goal is to provide that to you. Our process balances insightful financial knowledge and key financial planning advice with top-notch client communication.
Address: 2700 Via Fortuna STE 100 Austin, TX 78746
Phone: 512-777-5917
Website: https://strat-capital.com/
Our holistic approach to financial planning may be different than what you’ve experienced. We’re specifically committed to our clients’ success above all else. We aren’t accountable to shareholders or boards for company profits. We’re accountable strictly to a standard of our clients’ highest good. Over the years there’s been a trend in the financial planning business toward independence, and we commend it. However, we are very aware of the importance of teamwork. We leverage multiple specializations in each financial advisor within our firm to make the most of our capabilities for each client. Combined our firm has over 80 years’ experience in financial services. At Strategic Capital we believe in a team approach to financial planning. This means that some of our financial advisors are more expert in business planning or insurance while others may specialize in personal wealth management. Yet these differences make us stronger as a team, because we work together to provide the best service for each client’s success no matter what kind of financial planning may be needed. Our business planning clients find the team approach especially beneficial, because we have an advisor who specializes in business planning, human resources, and has extensive experience coaching employees on the best way to utilize workplace retirement savings options like 401(k) and employer matching. The team approach has been a part of our practice from the beginning. We recognized that beyond our shared value to put clients’ success first, we each brought unique strengths to the table. Please see the “Meet Our Team” page to learn more about our Advisors.