Finding the Top Financial Advisors in Austin, Texas to Partner with in 2022-2023
Sorting through all of the financial planners and wealth managers in Austin, TX while trying to compare them all can be overwhelming. Should you choose a fee-only or fee-based advisor? What income levels do these financial advisors work with? These are just some of the questions you need to ask yourself in order to narrow down your search.
Whether you’re new to investing or a seasoned pro, the sheer number of available options can make finding an Austin financial planner that meets your specific financial needs seem like an arduous task. That’s where AdvisoryHQ’s annual rankings come in handy to make the search much easier.
We rank financial advisor and wealth management firms in many cities all across the United States, Canada, and the United Kingdom, choosing the ones we feel provide unique, value-added qualities to those seeking financial and investment guidance.
Award Emblem: Best 9 Financial Advisors in Austin, TX
In our 2022-2023 best Austin, Texas financial advisors ranking and review, we’ll assist you in your financial planner search by answering common consumer questions like:
- Which client types do top Austin wealth management firms work with?
- What are the basic services offered by financial advisors in Austin, Texas?
- What is the difference between fee-based and fee-only advisors?
- Are there specialties that make one firm stand out over another?
Top 9 Best Financial Advisors in Austin, TX | Brief Comparison & Ranking
| Best Financial Advisors in Austin, TX | 2022-2023 Ratings |
| Astoria Strategic Wealth | 5 |
| Austin Asset | 5 |
| Briaud Financial Advisors | 5 |
| Durbin Bennett Private Wealth Management | 5 |
| FMP Wealth Advisers | 5 |
| ML&R Wealth Management LLC | 5 |
| Richard P. Slaughter Associates | 5 |
| Stone Wealth Management, Inc | 5 |
| Worthpointe | 5 |
Table: Top 9 Best Financial Advisors in Austin | Above list is sorted alphabetically
See Also: Best Financial Advisors in Denver | Ranking
How Should I Choose a Financial Advisor in Austin, Texas?
Every client has their own unique financial needs and goals for the future. You may be looking to build up your retirement plan in mid-life, just starting out with investing, or dealing with the intricacies of generational wealth management.
But no matter what your specific financial situation is, knowing the right questions to ask and differentiating factors to look for can help you make a better choice for your Austin financial advisor. Here are a few of those considerations to keep in mind:
What is their Fee Structure?
Some wealth managers in Austin earn compensation only from their client fees. These firms are called “fee-only” financial advisors. This is a preferred fee type because it means the advisor does not accept commissions for selling any particular financial products.
Other financial advisors in Austin are compensated through commission as well as from client fees. These firms are called “fee-based.” While fee-based financial planners could potentially run into a conflict of interest by accepting commissions, many try to negate this conflict by also becoming a “fiduciary.”
A fiduciary takes on a legal obligation to be completely transparent about their compensation and to always act in the best interest of their clients.
AdvisoryHQ’s 2022-2023 Ranking of Best FAs in Austin, TX
What Type of Clients Do They Work With?
Some financial planners in Austin cater to a specific demographic such as women, business executives, young families, retirees, or those who are considered high-net-worth. By understanding their client niche, you can gain a better understanding of whether or not a particular Austin advisor will be a good fit for your specific needs.
What is Their Range of Financial Services in Austin?
Do you need accounting and tax services on top of your investing guidance? Some financial advisors in Austin, Texas offer more services than others. If you’re looking for a full-service firm, you’ll want to make sure you ask different advisors if they offer other financial services beyond investments and wealth management. Available services can include insurance, tax planning, or CPA services.
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AdvisoryHQ’s Selection Methodology
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Detailed Review –Best Financial Advisors in Austin and Wealth Management Firms in Austin, TX
Below, you will find the detailed review of each firm on our list of 2022-2023 best financial advisors in Austin. We have highlighted some of the factors that allowed these Austin financial advisors to score so well in our selection ranking.
Click on any of the names below to go directly to the review section for that firm.
- Astoria Strategic Wealth
- Austin Asset
- Briaud Financial Advisors
- Durbin Bennett Private Wealth Management
- FMP Wealth Advisers
- ML&R Wealth Management LLC
- Richard P. Slaughter Associates
- Stone Wealth Management, Inc
- Worthpointe
Click below for previous years’ rankings:
- 2019 Review: 10 Best Financial Advisors in Austin, TX
- 2018 Review: Top 10 Best Financial Advisors in Austin, TX
- 2017 Review: Top 9 Best Financial Advisors in Austin
- 2016 Review: Best 10 Financial Advisors in Austin
Astoria Strategic Wealth Review
For over 20 years, Astoria Strategic Wealth has helped affluent individuals and families achieve the life that they envision. This Austin wealth management firm is a fee-only, fiduciary financial advisor that has locations in Austin, Houston, Lubbock, New Braunfels, Dallas/Fort Worth, and San Antonio, Texas.
This firm commits to the principles of always putting their clients’ interests first, being honest, forthright, and transparent, and exceeding continuing education requirements.
As a top-rated financial advisor in Austin, Astoria serves medical professionals, business owners, independent women, young professionals, mid-career professionals, and those nearing or already in retirement.
Austin, Texas Top Financial Advisors 2022-2023
Key Factors that Enabled Astoria Strategic Wealth to Rank as One of the Best Financial Advisors in Austin
Engaging Leadership Team
The leadership team at Astoria Strategic Wealth consists of committed professionals that bring a range of educational backgrounds, career experiences, and personalities to the table. Professional backgrounds include former service in the U.S. military as well as business and mathematics expertise.
You can read each team member’s background in detail on Astoria’s website, where they offer potential clients a glimpse into the personality of this dynamic group of advisors. This feature gives an opportunity for clients and prospective clients to get to know their financial advisor before even stepping through the front door.
Financial Services for Independent Women
For women looking for the best financial advisor in Austin to partner with, Astoria Strategic Wealth believes in helping you achieve financial freedom and reach your goals.
This Austin wealth manager understands that independent women often have distinct financial realities, including longer life spans and a greater likelihood of taking a break from the workforce to care for family responsibilities.
Astoria Strategic Wealth is fully prepared to answer any financial questions that women may have, regardless of their marital status. The firm’s goal is to empower women through financial independence.
Astoria Strategic Wealth provides Women and Finance Case Studies on their site for those unsure of the results they may experience after working with this Austin financial planner. These case studies discuss the potential financial implications of divorce, second marriages, saving for retirement, the loss of a spouse, and more.
Rating Summary
Astoria Strategic Wealth is not one of those Austin financial advisors that is simply interested in taking your money and making all the decisions for you. This top wealth management firm is a big believer in educating its clients throughout the process so you can fully understand your options and make informed decisions.
With an engaging approach that instills trust between clients and their advisors while laying a foundation for long-term relationships, Astoria Strategic stands out as one of the top-rated financial advisors in Austin, TX you should consider partnering with in 2022-2023. Their unique business profile earns them a 5-star rating.
Austin Asset Review
Austin Asset has prided itself on “disrupting the status quo of what holistic management looks like” for over 30 years. This fee-only wealth management firm in Austin takes a holistic approach to financial planning while providing a full range of financial services.
While the firm’s website doesn’t specifically exclude any type of client, this Austin financial advisory firm specializes in providing services and financial planning tools to high-net-worth families and non-profit organizations in the greater Austin area.
Key Factors that Enabled Austin Asset to Rank as one of the Top Financial Advisors in Austin
Solid Wealth Planning Approach
The targeted approach to wealth planning developed by Austin Asset sets it apart from other Austin financial planners. With a commitment to bringing numbers to life and helping them make sense, this Austin financial planner has created various systems and proprietary tools to give their clients the most comprehensive approach available.
For example, the firm utilizes its signature Building Organized Wealth (BOW©) model to demonstrate different financial scenarios and their Actual Rate of Return on Wealth (ARROW©) program to track actual portfolio performance against yearly goals.
Both of these tools are designed to help clients meet specific needs while looking ahead to building a strong financial future.
Top Austin Wealth Management Firms in 2022-2023
Large-Scale Boutique Style
While Austin Asset is known as a boutique firm that caters to families and non-profits with personalized service, they also offer a full spectrum of other financial services.
From negotiating the mortgage on your new home to keeping an eye on your tax withholdings and reviewing your employee benefits, Austin Asset’s financial professionals have the expertise needed to provide multiple financial services.
Not only does 2/3 of its staff consist of Certified Financial Planners, but the firm also employs a strong team of accountants, advisors, and executives. On top of that, its Business Advisory Board is comprised of five additional professionals who are the best in their field. This board is an invaluable asset to an already amazing team of experts and their clients.
Rating Summary
Austin Asset has a strong focus on creating and sustaining long-term relationships while providing a full range of boutique financial services to its clients. This Austin financial advisory firm was also one of the first fee-only financial advisors in Central Texas.
With their pioneering philosophy and a commitment to providing clarity and purpose in their financial management services, Austin Asset is one of the top financial advisors in Austin that has earned a 5-star rating on our 2022-2023 ranking.
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Briaud Financial Advisors Review
Located in College Station, just a short drive from Austin, Briaud Financial Advisors provides comprehensive financial services including investment management and financial planning for high-net-worth families and individuals in Austin, TX, and across the United States.
Janet Briaud founded this Austin wealth management firm in 1986, after losing half of her personal investments with a fee-based firm. That experience drove her to build an investment planning firm without any conflicts of interest, and for over 30 years, Briaud has maintained its fee-only structure and its fiduciary commitment to clients.
This top-rated financial advisor in Austin offers a variety of services including investment guidance, family office, financial planning, wealth management, and trust services.
Austin, Texas Top Wealth Management Firms
Key Factors that Enabled Briaud Financial Advisors to Rank as One of the Top Financial Advisors in Austin
Objective Advice
Objectivity is a crucial consideration for many clients looking for an Austin financial advisor, and this is an area where Briaud excels as one of the best financial advisors in Austin, TX. The firm delivers specialized and unbiased advice through its adherence to a fiduciary standard.
In addition to providing unbiased financial guidance to individuals and families, this financial advisory firm in Austin specializes in working with medical professionals, university professors, and administrators.
Briaud’s financial advisory team prides themselves on providing objective advice with a warm touch. You won’t find any cold or impersonal financial advisors here. Instead, the team believes in treating clients like members of their own family with hugs instead of handshakes.
Exclusivity
To maintain a high quality of service to its clients, this top wealth management firm in Austin provides personalized and exclusive advisory services.
Briaud works with a limited number of select clients, allowing each Certified Financial Planner who works for this Austin financial firm to fully meet the needs of a very small group of clients. This strategy allows each advisor to focus on even the smallest details of their clients’ financial lives.
This “quality over quantity” approach makes this top wealth manager in Austin, Texas stand out and is something that many clients appreciate about Briaud.
Rating Summary
Clients may anticipate a cold, impersonal touch when working with Austin financial advisors, but Briaud strives to break out of this mold by delivering services with a warm and friendly approach that makes clients feel like family.
While some firms act more like salesmen than financial advisors, the mission of Briaud’s founder has always been to put their clients’ interests first. This fosters the firm’s goal of building long-term relationships gradually over time.
On top of this admirable goal, the firm’s highly customer-centric approach, fee-only structure, fiduciary commitment, and personalized experience have led Briaud to earn a 5-star rating and solidify its ranking as one of the best firms among all Austin financial advisors to work with in 2022-2023.
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Durbin Bennett Private Wealth Management Review
Durbin Bennett Private Wealth Management is a wealth management firm in Austin with a long history of working with individuals, families, and business owners. Priding itself on its team’s deep and broad expertise, this firm is well-positioned to understand the unique, complex nature of its clients.
This fiduciary Austin-based wealth manager is dedicated to always putting its clients’ needs first. The firm’s main goal is to provide its clients with financial peace of mind while guiding them through their unique journey.
Key Factors that Enabled Durbin Bennett to Rank as One of the Best Financial Advisors in Austin
Pension & Retirement Planning
Each person has their own idea of what the ideal retirement looks like. Durbin Bennett’s team of wealth advisors is well aware of this key fact – and that’s why they take the time to understand what your vision is. Based on your own unique wants and needs, they will work with you to create a plan to reach your retirement goals.
This Austin wealth management firm utilizes conversation, asset analysis, and clear goal-setting to tailor a customized and personalized approach to retirement that meets your needs.
Each retirement portfolio is designed in such a way that clients and their families can fund their current living expenses without significantly burning through their principal investments over a longer period of time.
Experienced and Accredited Team
Not many wealth management firms in Austin, TX have such a highly accredited team of professionals like those you can find at Durbin Bennett. Impressively, each of the firm’s financial advisors holds the CFP® designation.
With a total of 8 CFP® advisors on the Durbin Bennett team and 130 years of collective financial services expertise, this Austin wealth management firm will not only take a holistic approach toward completely understanding your unique goals, but they will also educate you on various elements of your financial journey.
2022-2023 Best Financial Advisors in Austin, Texas
Rating Summary
Durbin Bennett Private Wealth Management offers a wide selection of tailored wealth management services to individuals, families, business owners, entrepreneurs, and executives.
As fiduciaries, the advisors at Durbin Bennett will always make sure that the financial advice they offer is aligned with your best interests. Regardless of what phase of your financial journey you’re on, this team of professionals will cater to your unique needs.
This earns them a 5-star rating on our 2022-2023 Ranking of Best Financial Advisors in Austin, TX.
Read More: What Is a Financial Planner? & What Do Financial Planners Do?
FMP Wealth Advisers Review
With locations in Austin, Texas, and Lake Charles, Louisiana, FMP Wealth Advisers has been providing personal wealth management services since 1987. This Austin wealth advisory firm distinguishes itself as being one of the first fee-only financial advisory firms in town.
As one of the best fee-only financial planners in Austin, FMP employs a tight-knit group of Austin financial advisors, specialists, and service professionals all dedicated to putting their clients’ needs above all else.
Key Factors that Enabled FMP Wealth Advisers to Rank as one of the Best Financial Advisors in Austin
Independent Fiduciary & Fee-Only
It’s important for anyone seeking a personal financial advisor in Austin, TX to know they can trust their firm to give them the best advice for their financial needs and goals.
FMP understands the importance of establishing trust within the client relationship, which is why they are:
Independent & Fee-Only
As an independent, fee-only financial planner in Austin, TX, FMP does not accept commissions from third parties for the sales of their financial products, such as stock brokerages or insurance companies.
This gives clients a solid foundation for their relationship with the firm that is built upon trust as well as the knowledge that the team is fully committed to their financial well-being.
Fiduciary Commitment
Rather than adhere to a basic “suitability standard,” FMP adopts a fiduciary responsibility, which is another level of commitment to their clients. Fiduciaries are legally responsible to always act in their clients’ best interests while being completely transparent about any commissions or fees received.
Firms that live by a fiduciary commitment will often provide client-facing services and management philosophies, reflecting this “client-first” commitment that sets them apart from other financial advisors in Austin.
Financial Solutions
As a top-rated financial advisor in Austin, TX, FMP offers a variety of comprehensive, detailed financial solutions. These include:
- Financial Planning—FMP defines financial planning as “not a product you buy once” but an evolving relationship designed to meet changing needs.
- Investment Management—FMP provides the discipline needed to help clients successfully navigate the ups and downs of the markets.
- Qualified Plans—This financial advisor in Austin helps simplify corporate retirement plans for business clients, assisting them with the process of implementing and monitoring employee retirement plans.
- Private Investments—Through its private investment services, FMP provides alternative strategies, such as diversification for sophisticated portfolios, to fine-tune their clients’ overall strategies for the best outcomes.
Best Financial Advisors in Austin
Rating Summary
FMP’s close-knit team of financial advisors and specialists may be slightly smaller than competing wealth management firms in Austin. However, the wide range of service offerings and the firm’s client-centric philosophies are just as robust as that of larger companies.
Clients benefit from a wide range of financial services, a focus on building long-term relationships, and a fee-only fiduciary business model. Another key advantage of this top Austin financial planner is that they offer a free initial consultation for financial planning strategies, making them an excellent firm for those who are new to investing.
All of these factors earned FMP a 5-star rating as one of the best Austin financial planners for you to consider in 2022-2023.
ML&R Wealth Management LLC Review
As a top fee-only team of Austin wealth managers, ML&R Wealth Management LLC adheres to a client-first philosophy. The firm believes in keeping regular contact with its clients and updating investment strategies as their life situations change and evolve.
ML&R has locations in both Austin and Round Rock, Texas, and approaches its work with the idea that managing assets is about more than just money. This Austin wealth management firm firmly believes in empowering its clients to achieve their financial goals and dreams.
Key Factors that Enabled ML&R Wealth Management LLC Review to Rank as One of the Top Financial Advisors in Austin
The Fiduciary Standard
The fiduciary standard that ML&R adheres to garners the trust of its clients right away.
As one of the top financial advisors in Austin, this firm bases all guidance and advice on the highest of ethical standards, making decisions solely in the best interest of the client.
As a fee-only firm, ML&R does not receive any revenue or commissions from third parties, which could lead to a conflict of interest with clients.
Holistic Approach
As one of the top financial advisors in Austin, ML&R uses a holistic approach that values evidence over emotion and works with clients with complete honesty and transparency in order to custom design financial plans that meet their needs.
Academic research, rather than opinions based on financial news cycles, is a key part of the firm’s investment philosophy. Ultimately, their goal is to help clients see the best possible returns based on diversification, low costs, and appropriate levels of risk.
The dynamic and holistic approach of this Austin, Texas top financial advisor incorporates multiple components of clients’ financial requirements, including:
- Protecting your family
- Helping you maintain and enjoy your lifestyle
- Achieving financial comfort
- Planning for the expected and unexpected
- Building a legacy
Specialized Financial Services for Women
One of the key things that sets ML&R apart as one of the best Austin wealth management firms in 2022-2023 is the firm’s focus on serving the financial needs of women.
ML&R has made a strong commitment to helping women gain financial freedom and success by helping them with:
- Financial goal-setting including family and charitable giving
- Budgeting, cash flow planning, and retirement projections
- Managing executive compensation and benefits
- Coordinating with taxes and investments
- Transitioning wealth between generations
As a further demonstration of ML&R’s dedication to understanding women and their unique financial needs, firm partner Stuart Vick Smith is a recognized industry expert in Women and Wealth, authoring a book called Finding Your Financial Path: A Guide for Women Through Life’s Twists and Turns.
Best Wealth Management Advisors in Austin, Texas
Rating Summary
Their personalized, fact-based approach and fee-only structure make ML&R Wealth Management a top financial advisor in Austin, TX to consider partnering with in 2022-2023.
This is a firm that values both transparency and the building of long-term relationships in order to best serve its clients and evolve their portfolios to match any life changes.
Their expertise in providing specialized financial services tailored to the needs of women is another factor that makes ML&R stand out among other Austin financial advisors, earning the firm a 5-star rating overall.
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Richard P. Slaughter Associates Review
Founded in 1991, Richard P. Slaughter Associates operates out of offices in both Austin and Dallas, Texas. This Austin wealth management firm is a fee-only Registered Financial Advisor that is one of the few to assume fiduciary duties and liability as a 3(38) advisor. This means that the firm doesn’t earn commissions and always works in its clients’ best interests.
Richard P. Slaughter Associates offers an array of investment services to wealthy clients including business owners, professionals, and those that find themselves suddenly wealthy. As a top-rated Austin financial advisor, this firm offers balanced and diversified portfolios, retirement planning, and asset management services.
Key Factors that Enabled Richard P. Slaughter Associates to Rank as One of the Top Financial Advisors in Austin
Awards and Recognition
Many of the Austin wealth managers on our ranking have earned multiple accolades in their industry, and Richard P. Slaughter Associates is one of them. The firm has won many awards and has been consistently recognized over the years both locally and nationally.
One recognition in particular instills even more client trust and respect. Richard P. Slaughter Associates is a NABCAP Premier Advisor, a distinction that recognizes firms that uphold the highest business standards, offer first-class financial management capabilities, and are dedicated to transparency in financial services.
Austin, Texas Top Wealth Management Firms
RPS Retirement Plan Advisors
This financial advisor in Austin provides a specialized service for those planning for retirement – RPS Retirement Plan Advisors.
Slaughter Associates’ goal with RPS was to provide 401(k) services to all clients that offer the same array of options as plans that are typically reserved for high-net-worth clients, all through fiduciary advisors.
Through RPS Retirement Plan Advisors, clients are prepared to retire on time and be financially secure all while having the knowledge that their advisor is on their side and not receiving any third-party commissions.
Rating Summary
Since its inception as one of the nation’s first fee-only wealth management firms, this leading Austin advisory team has been committed to the financial wellbeing of its clients while priding itself on its fiduciary commitment to transparency.
Another unique aspect of Slaughter Associates is its specialized approach to its clients’ varied sources of wealth. This leading financial advisor in Austin understands that not all wealthy individuals and families have the same needs, so they create a personalized approach to financial planning for each client.
This award-winning firm’s individualized services, retirement planning expertise, and fee-only structure has helped Richard P. Slaughter Associates stand out as one of the best firms for expert wealth management in Austin, TX. These key factors have scored them a solid 5 stars on our 2022-2023 ranking.
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Stone Wealth Management, Inc. Review
Stone Wealth Management, Inc. was founded in 2004 and believes in working with its clients to craft personal Investment Policy Statements before investing a single dollar.
This independent, fee-only financial planner in Austin is also a fiduciary, which means the firm will put its clients’ needs first always.
The team of experienced financial advisors at Stone Wealth Management helps simplify their clients’ lives by giving them clarity on their financial standing and allowing them to create a plan to meet their goals and eliminate the feeling of being overwhelmed.
Key Factors that Enabled Stone Wealth Management to Rank as One of the Top Financial Advisors in Austin
Willing to Work with Smaller Investors
If you’re not in the “high-net-worth” bracket, it can be difficult to find a good wealth management firm in Austin, TX because many of them only work with higher asset clients, but that isn’t the case with Stone.
This experienced financial planner states, “You don’t necessarily need to consider yourself ‘wealthy’ to benefit from working with Stone Wealth Management.” This means they are open to working with clients at all income levels while helping them chart a successful financial course.
This Austin financial planner offers both project-based and hourly financial planning rates, which allows clients to benefit from the firm’s financial expertise without needing to meet any specific income or investment requirements.
Top Wealth Managers in Austin, TX
Financial Landscape Analysis
If you’re looking for guidance that is specific to your financial situation, Stone Wealth Management offers project-based Financial Analysis services. What this means is that advisors will work only on specific areas that the client has selected.
Clients typically opt for this type of financial service to get a feel for working with Stone Wealth’s advisory team before committing to its full array of wealth management services.
These clients most often fall into one of the below two categories:
- DIYers
- Young Professionals
Regardless of whether you’re interested in getting a second opinion or you’ve never worked with financial advisors in the past, Stone Wealth’s team of experienced financial advisors in Austin will address your concerns and guide you towards the fulfillment of your financial goals.
Rating Summary
While Stone Wealth Management, Inc. may be among the smallest firms on our list of top-rated Austin financial advisors, this financial planner offers an excellent depth of financial management expertise while providing maximum value to their clients.
This top wealth manager in Austin, Texas is also a beacon for smaller investors and those just starting out, with extremely flexible fee options and a welcoming demeanor.
The firm’s laser focus on transparency and offering services for both low- and high-net-worth clients make Stone Wealth Management a competitive choice among financial advisors in Austin, TX, and one that’s earned a 5-star rating on our 2022-2023 ranking.
WorthPointe Review
WorthPointe is a boutique investment advisor in Austin, TX that bases its business and services on the concept of relationships. The firm seeks to cultivate long-term relationships with its clients while creating custom solutions that are designed to meet each client’s unique financial needs and goals.
As a leading Austin wealth management firm, WorthPointe is a fee-only fiduciary that takes the time to invest in a team of experts. Each team member must have the same experience, knowledge, and commitment to putting clients first.
WorthPointe has a total of seven offices that serve clients in Austin, San Diego, Dallas-Fort Worth, Orange County, Tyler, and Wyoming.
Key Factors that Enabled WorthPointe to Rank as a Top Financial Advisor in Austin
Multi-Faceted Philosophy
A core investment philosophy is one of the most important ways that Austin wealth managers can set themselves apart from other firms.
The investment philosophy at WorthPointe, one of the leading financial advisors in Austin, encompasses the following:
- Success is built on client trust and confidence in their advisor, making transparency a vital part of the firm’s Austin wealth management services.
- WorthPointe’s investment approach is based on diversification, low costs, and tax efficiencies, as well as on helping clients protect their wealth while creating a sustainable plan for the future.
- Finally, WorthPointe always tries to help each client achieve their own individual financial goals and personal goals, which is another factor that sets them apart as a top-rated financial advisor in Austin.
Top Wealth Management Firms in Austin
WorthPointe 360 Personal Financial Dashboard
Digital tools that keep up with evolving technology and help investors save time are a key asset of WorthPointe that aren’t found at every Austin financial advisor you may research. This is an area where WorthPointe stands out with WorthPointe 360, the firm’s signature dashboard that helps you simplify your finances.
The WorthPointe 360 dashboard provides access to everything you need to know in one spot. No need to remember multiple passwords to get an overview of your finances. You can monitor your investments in real-time and access your accounts at any time.
WorthPointe 360 allows you to access:
- Investments
- Retirement Accounts
- Insurance Policies
- Reward Miles
- Credit Cards
- Etc.
Rating Summary
WorthPointe’s strong commitment to its clients as a fee-only fiduciary and the wide range of services they provide to clients across their seven offices, make them one of the top financial management firms in Austin to consider partnering with in 2022-2023.
Our review also found that the WorthPointe team is truly invested in offering comprehensive, client-centric services and investing philosophies to their clients while forging life-long relationships. All of this solidifies the firm’s 5-star rating and top ranking among the best financial advisors in Austin, Texas.
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Conclusion: 2022-2023 Ranking of 9 Best Financial Advisors in Austin, TX
Now that you have more information about choosing the right financial advisor in Austin, Texas – what’s the next step?
It is always a good idea to jump on a call or meet in person with any Austin wealth manager to get a feel for the team and what working with them would be like. Many financial advisors offer a free consultation, and some also provide a free second opinion for investment portfolios.
To make the most of an initial meeting with any financial planner in Austin, TX, you’ll want to bring along a list of your assets, which will help them identify the best financial strategies for you. These could include:
- Tax returns that show your income
- Retirement or pensions
- Stocks or investments you currently have
- Real estate
- Any other physical assets
Use this list as a starting point to compare your top financial advisors in Austin and narrow down your options according to client type. Most of these top-rated Austin-based RIAs, financial advisors, and wealth managers do not have a minimum dollar amount for your assets, but there are a few that do.
Another helpful thing you should do is to create a list of your financial goals and dreams. What financial objectives do you have in the next 5, 10, or 20+ years?
Are you nearing retirement and need to ensure you have investments that pay dividends? Is a child’s education the main concern? Have you had a major life transition that impacted your finances? Use these key points as another way to match yourself up with the best possible financial advisor.
Once you’ve chosen some firms to check out further, remember to bring your questions as well. Most top Austin financial advisors are more than happy to answer any questions you may have. Some firms will even provide you with a no-cost review to show you what they can do for you.
The most important thing is to take your time and research your financial planner thoroughly because if all goes well, you’ll be able to rely on their financial expertise and guidance for a lifetime.
Image sources:
- https://pixabay.com/photos/austin-texas-tx-city-skyline-3468800/
- https://www.astoriastrategicwealth.com/
- https://www.austinasset.com/
- https://www.briaud.com/
- https://durbinbennettwealth.com/retirement-planning/
- https://fmpwa.com/
- https://mlrwm.com/
- https://www.slaughterinvest.com/
- https://stonewealthatx.com/
- https://www.worthpointeinvest.com/client-experience/#what-you-get
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