No sales pitch, just education

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.

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Your advisor should be an advocate

When selecting a physician to work with, most people try to select someone that they can communicate with and trust. They want someone that can step into their shoes, assess their overall financial health and make recommendations that are in their best interests. Ultimately, they are looking for an advocate. When it comes to your finances, why would selecting an advisor be any different? It shouldn’t. We believe that our job is to help educate you, present you with options to help you achieve your objectives and then hold you accountable to taking action.

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Accountability leads to progress

Have you ever made a New Year’s resolution, worked really hard for a few months and then scrapped the whole plan? Of course you have – we all have. It’s one of the reasons people hire a personal trainer to lose weight – accountability. We believe that once we’ve worked with you to develop a plan to reach your goals, both the advisor and client should be accountable to executing the strategy. If not, your financial plan may end up like so many treadmills that have been repurposed to hang clothes on. Accountability is the glue that helps you stay on track to achieve your most important financial objectives in life.

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We Believe in the Power of Integrity and Honesty

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.

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Learn More About the People Behind the Planning
Kevin X. Smith, CFA
Danny Davila III, CPA
Derek Ripp, CFP®
John Toungate, CFP®
Jennifer Martin
Sheila Schmitt
Interested in Becoming part of Our Team?
Your Financial World at a Glance

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.

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From Our Blog
The Year of the IPO

Investors revel in the excitement of a beloved tech company ringing the bell on their opening day on the stock market. Months of media attention and speculation about the opening price lead up to this celebrated event. Will this company…Read More

Strategy Breakdown: Selling the Highs and Buying the Dips

One of the most commonly referenced investment strategies must be “sell the highs and buy the dips”. Why is it so popular? Makes sense. Hard to argue against. Easy to apply (in theory). Low cost to execute. High profile investors…Read More

Your Budget in a Recession

As of September 2019, life is good here in Austin, TX and much of the United States. Wages are up, jobs creation is abundant, the business community is thriving, home values have been on the rise for years. People under…Read More


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What Clients
Want to Know
Can I afford to retire? If so, when?
How can I protect what I leave to my kids and grandkids?
Can I afford a vacation home or to travel?
We save into our 401(k), is that enough?
It feels like we are paying a LOT in taxes.
I don’t trust the stock market. I don’t know how to invest anymore.
I want to switch careers or retire early – is that realistic?
When should I take social security?
Should we be considering long term care insurance?
What can we realistically save for our kids’ college expenses?
The Answers are Found in Our Proven Process
  • Create the Plan
  • Take Action
  • Ongoing Maintenance
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South Office

Austin Wealth Management
1301 S. Capital of TX Hwy Ste C-200
Austin, TX 78746

North Office

Austin Wealth Management
7000 N. Mopac Expy #200
Austin, TX 78731