BirdRock Wealth

I recently began working with Steve Levy and the team at Birdrock Wealth after leaving my 9–5 to start my own business. Steve has been instrumental in helping guide me through this transition - offering expert advice without ever coming off pushy or salesy. He’s incredibly knowledgeable, down-to-earth, and genuinely committed to his clients’ success. The entire Birdrock Wealth team has been equally impressive - professional, attentive, and easy to work with. If you’re looking for trusted guidance and a team that treats your financial future with care and clarity, I would highly recommend Birdrock Wealth.

I knew nothing about investing when I moved to Austin. Steve was highly recommended and I moved all my assets over to Charles Schwab for him to manage. I have since moved away from Austin and decided to transfer the accounts to my E*Trade where I’m managing them myself as I’ve taken a strong interest in trading as of late. As I’ve familiarized myself with the investments he structured for me, I’ve learned a lot. I’m so grateful that he captured some of the greatest buys for me in the tech sector and some well appointed ETFs. He has done a nice job diversifying, but not at the expense of the performance of the portfolio. Although some of the stocks he chose are more conservative (to meet my risk tolerance) they have some nice dividends. Because I’m in the infancy of learning to manage my own assets, he was happy to discuss what trades should be made to update the portfolio moving forward. He even offered to meet with me in the future for a reasonable fee just so I can stay on track. He’s the nicest guy!

I requested that funds from my account be sent to me asap to assist with an emergent situation. This request was performed expeditiously and I was extremely happy with the results from the staff and their concern. Thank you!

I first met Steve years ago & we had spoken several times about my investment portfolio & asset management & through these conversations & time, I really got to know him & his firm so I decided to invest in myself & trust them with my financial assets. I am so glad I did, my portfolio is growing & with each review Birdrock helps me understand what I need to concentrate in & why and I can say I trust his team emphatically to help me get to my retirement goals. He & his team are fiduciaries so I know I can trust them to really care about my needs and guide me in the right direction and to have my back. I love that I can see my portfolio and the percentage it's gone up & can compare that to what I've put in, in 6 month intervals. This really helps me see that with them managing my funds it's going up over the long haul even with the markets ups & downs. Thank you so much to Steve & the team for being a great guide!

Steve and his team are top notch financial advisors. If there were more stars I could give this company I would. This company is very trust worthy and they take great care of their clients. They provide excellent service and stand by their word. They have been doing business for many years and follow the market everyday and really keep their finger on the pulse of the market to make sure they are helping educating their clients in making sound and life long decisions. I'd recommend Steve and his team to anyone and everyone looking!

I've been with BirdRock Asset Management just short of 10 years now, and thought it was time (as they say "Step up to the Plate") to let others know how satisfied I am with this investment firm. They have integrity and are very skilled with money management. As my money manager, Steve Levy, is not unilateral in his decision making with my account;  instead he makes suggestions, we discuss my options, and we move on from there. With all of us facing these uncertain economic times, it's comforting to know that I can depend on this investment firm. This comforting factor is facilitated by periodic communication with Steve in times where different investment strategies need to be addressed. In closing it would be very fair to say that my portfolio has done well with this investment firm.

If you're searching for trust worthy folks who are genuinely interested in helping you build the financial future of your dreams, then look no further than BirdRock Wealth. They're time-tested, award winning, and just all around good people. Simply put, you can trust them and you'll be glad you did.