Financial Advisors
Austin, TX
Austin Wealth Management is a fee-based financial advisory firm serving Central Texas families with comprehensive wealth planning, investment management, retirement planning, and tax strategy. Led by a team of CFP-certified advisors including Kevin Smith (CFA), Derek Ripp (CFP, CEPA), and others, the firm emphasizes education, advocacy, and accountability rather than sales pressure. They help clients address major financial questions—from retirement timing and college savings to tax optimization, insurance planning, and legacy protection—through a documented planning process supported by a secure online wealth management platform.
Ideal for: Affluent families planning retirement, business owners managing tax strategy, professionals nearing or in early retirement, parents saving for college and legacy planning
Service area: Austin and Central Texas
CFP-Certified Team: Multiple CFP (Certified Financial Planner) professionals on staff, including advisors with CFA and CEPA credentials, ensuring high standards of financial expertise and fiduciary responsibility.
Education-First Approach: The firm prioritizes teaching clients core financial concepts around investing, budgeting, insurance, debt, and taxes so they make informed decisions rather than simply following recommendations.
Accountability & Ongoing Support: Clients access a secure 24/7 wealth management platform and work with advisors on continuous plan execution and progress tracking, not just a one-time plan.
Address: 5209 Burnet Rd Suite 210, Austin, TX 78756
Phone: (512) 467-2000
Website: austinwealthmgmt.com
Looking for more options?
See more Financial Advisors in Austin →