A complete list of active advisors currently associated with Austin Financial Strategies, Inc.

Warmer can help you find a great advisor at Austin Financial Strategies, Inc. or one who fits your needs even better.

Austin Financial Strategies is a small, independent registered investment adviser that serves individual clients, retirement plans and business entities through discretionary portfolio management and financial planning. The firm provides managed brokerage accounts, model-based asset allocation strategies, self-directed retirement plan management, and third‑party variable annuity management in addition to comprehensive and modular financial planning services. The firm implements a blend of asset allocation, fundamental and technical analysis and uses Morningstar-based model portfolios across mutual fund, ETF and individual-equity strategies, offering both active (daily or as‑needed) and passive (quarterly) management approaches. Accounts are generally managed on a discretionary basis, with periodic rebalancing and the ability to accommodate client-imposed restrictions or staged capital-gains management. Noteworthy for a solo independent adviser, the firm’s principal is also a licensed life and health insurance agent and holds insurer appointments; the firm may recommend insurance and annuity products and receive separate commissions for those sales, a potential conflict disclosed to clients. The firm also highlights services that are less common among peers—such as explicit third‑party variable annuity management and a range of modular planning offerings (including Medicaid and business planning)—and notes clients are not required to purchase recommended insurance through the firm.

To learn more about the advisors currently working at Austin Financial Strategies, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.