We are advocates, not salespeople. We never stop learning. We listen to our clients. We welcome change. We believe in the power of integrity and honesty.
Our inspiration to create a client-driven financial planning service was born from our experience in a predominantly sales-driven financial industry. We have seen the good, the bad, and the ugly of the business and created Austin Wealth Management to support a new direction by placing clients in the center of innovation and attention.
Our mission is to constantly improve the way financial advice is given so that people will make better decisions to improve their quality of life and sense of financial security.
We have built a team of professionals with specialized knowledge who work together to collectively serve our clients by communicating effectively, making sure changes take place, progress is made, and our clients are happy.
Our Core Principles
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.
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 and strategies to help you achieve your objectives and then hold you accountable to reaching those objectives. Ultimately, we are your advocate when it comes to your overall financial well being.
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. At Austin Wealth Management, 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, it’s like developing a blue print to a house that never gets built. Accountability is the “glue” that makes us sure you stay on track to achieve your most important financial objectives in life.