“”Most complex investment concepts do not stand up to academic scrutiny and the test of time. Here is some great news: simple strategies have been, and likely will continue to be, very effective.
Kevin is on a mission to continuously find better ways to explain complex concepts in increasingly simple and meaningful demonstrations. Everyone has a different level of interest in learning about investing – ranging from “I just want to know that I am investing responsibly” to “I want to understand my risk exposures to currency movements” and everything in between, so the educational experience is designed to be adaptive to each individual client’s situation.

When you talk to Kevin about investments, it may feel more like a visit with a professor during office hours than a discussion you would expect to have with an investment advisor. He uses a combination of economics and psychology to help clients understand and deal with the trade-offs of important financial decisions. You won’t leave the conversation with a secret investment strategy sure to provide you with instant fortunes, but you will likely leave with a concrete understanding of how financial markets work and how to make decisions about which combination of investments is appropriate for you. Investments can be overwhelming, but after talking to Kevin you will feel relieved that there is a way to sift through the constant barrage of financial information and noise that leads to a rational approach to investing.

Kevin believes that making investments with the help of a financial advisor should be more of a collaboration than a proposal. As one of his favorite philosophers, Thomas Sowell, famously said, “There are no solutions, only trade-offs.” When it comes to investing and many other decisions in life, there is no right answer. Instead, there is a range of possible decisions, each having its own range of possible outcomes. For example, a sports car and an SUV will both likely get you from New York to Los Angeles, but with different risks, at different speeds, carrying different amounts of cargo, incurring different costs and providing different experiences. Finding the right fit takes a combination of education, effective communication and a commitment to intellectual honesty.

Schedule a Meeting with Kevin:  Click Here

Education
  • Finance BBA, University of Texas at Austin, 2004
Experience
  • 2009 - Present, Managing Partner, Austin Wealth Management, LLC
  • 2006 - 2009, Business Consultant, National Financial Partners
  • 2003 - 2006, Analyst, National Financial Partners
Professional Designations
  • CFA (Chartered Financial Analyst)
Background

Kevin was raised in a handful of mid-western towns, finally landing with his family in the Dallas area where he attended high school. He then moved to Austin where he earned a degree in Finance at the University of Texas.

As a senior in college, he began work for National Financial Partners where he developed a consulting division and learned the good, bad, and ugly about the financial services industry. Kevin earned the CFA designation which taught him about the investment decision making process, capital markets, ethics, and behavioral finance – which became his passion.

Kevin’s wife, Julie, is a scientist working at the University of Texas. They have three children, Zoe, Jack, Isabel, and a Labrador Retriever named Lizzy. On the weekend, you will find this family exploring the many parks, swimming holes and trails around central Texas. His parents are retired in Georgetown, TX, and his sister is a fashion designer in Los Angeles.

Interest facts about Kevin:

Kevin has a lifelong objective of picking up a new sport or activity every couple of years. The list includes mountain biking, trail running, kayak/canoeing, golf, windsurfing, adventure racing, boxing, parkour and, most recently, rock climbing.

  • Favorites Band/Performer: Wilco
  • Favorite Movie: Once Upon a Time in the West
  • Favorite Team: Longhorns
  • Favorite Writer: Steven Pinker
  • Favorite Blog/Podcast: EconTalk

Favorite Austin Places
Austin Bouldering Project

No ropes needed - just show up and climb. This place is one giant puzzle that keeps changing.

Turkey Creek trail

If you love being outdoors with dogs running free, this is as good as it gets. There is plenty of shade and many creek crossings to cool down the 4-leggers.

BAM Academy

Parkour is a sport I never thought I would try. Now it is a staple for our family on weekends. The challenges are endless.

Latest Tweets
Much to learn from the Microsoft turnaround story https://t.co/oFpoPGtTgA via @BW
11:11 PM May 6th

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Blog Posts by Kevin X. Smith, CFA
The First Sip #2 – Index funds out, day trading in?

Kevin and John discuss the casual day trader. Time for a hair cut! Is day trading on the rise during COVID-19? Are index funds becoming less popular? Is it about the ‘brain tingle’ or making money? What is the one…Read More

Rippin’ It #1 – Why are stocks so high?

We are experimenting with video interviews to share our conversations and ideas about current personal finance topics. The production quality will improve as we go. This is the first in a series of conversations between Kevin and Derek, with a…Read More

The First Sip #1 – Are millennials value investors?

We are experimenting with video interviews to share our conversations and ideas about current personal finance topics. The production quality will improve as we go. This is the first in a series of conversations between Kevin and John, with a…Read More


View All Blog Posts by Kevin X. Smith, CFA
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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