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
Get to know our team via Video
Kevin X. Smith, CFA
Derek Ripp, CFP®
John Toungate, CFP®
Danny Davila III, CPA
Sheila Schmitt
Manisha Gupta
Jennifer Martin
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
Cracked screens and the sunk cost fallacy

I almost got tripped up by the sunk cost fallacy. Almost! This is a public service announcement to help others avoid a costly mistake. A sunk cost is the time and/or money already spent. It’s done. For example, you spent…Read More

What the heck is a 529 plan? Here you go…

What is a 529 plan? A 529 is a tax-advantaged education savings account that allows money to be saved and invested for a beneficiary, typically your child or grandchild. The earnings grow on a tax-deferred basis, and funds can be…Read More

Elections and the Stock Market

I did not predict anything about 2020, including that the Presidential campaign three months from election day would be so quiet. You can’t escape it if you are glued to cable news or Twitter, but by comparison to past elections,…Read More


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Broke my phone screen twice in two weeks. Inspiration to write about the sunk cost fallacy... https://t.co/P3X1GdWMQR
7:47 PM Sep 17th

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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-210
Austin, TX 78746

North Office

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