Best financial advisors in Austin: find options near you

I am so thankful for 49 Financial and all that they have done to help get my finances in order. When I transitioned out of corporate into the non-profit sector, Benedict Lee helped me roll over my 401K into an IRA and explained every step along the way, giving suggestions and recommendations on what would be best for my financial and retirement goals. Overall, advisors at 49 Financial are professional and incredibly knowledgeable with all things finance. They are full of character and integrity. They offer excellent service and truly stand behind their core values. I always and will continue to always recommend 49 Financial to anyone!

I’ve been working with some great people at this Company. Jeremy and Benedict have super helpful and have been there every single step of the way. I can totally trust what they are doing and the advice they give. Love what they stand for and their vision. And of course, they have saved me money while making more from my investments.

49 Financial has been so helpful to me. Finances was never a language I was fluently literate in. Benedict Lee has been super patient in teaching, guiding, and helping me in making decisions that will best suit my financial goals and needs. Our meetings have always been professional & informative! He even keeps updated when life changes happen (he walked my husband and I through our finances after we got married!). Can’t recommend Ben and his firm enough!

We have been with 49 Financial for awhile now. We cannot say enough good things about Paul and Benedict. They are both very kind, intelligent, and so very fun to talk to. We are of retirement age and greatly benefited from their knowledge and strategy for our age and situation. We are so very thankful for them and know they will take care of everything.

We have had a great experience working with Benedict Lee and the team of advisors at 49Financial. They are very conscious of their corporate values and care about their customers. They are extremely accessible, prompt to return calls, knowledgeable about their industry, and provide excellent customer service. I highly recommend Benedict and 49 Financial!!

What a refreshing and caring group financial planners. Jonathan and Patrick laid out a plan that consolidated all my investments and provided a strategy that balanced risk and protection to meet my comfort level. The strategy was easy to understand, and they took the time to walk me through why it was right for me. I’m 7.5 years from retirement and feel more confident in my ability to retire on time and live comfortably. There was no pressure to buy additionally life insurance or any other products or services. They respond immediately to calls, texts, and emails to address any concern I might have. Great service and I never feel rushed when speaking with them.

Amazing financial services with excellent customer service. I’ve worked with Noah and Michael and they have been very professional and helpful. They aim to understand my current financial situation and goals, not just push their service on me. All around great experience and I would reccomend 49 Financial to anyone looking for wealth management advice.

Chris and his team enabled me to retire and continue to enjoy a very comfortable lifestyle.
Their level of professionalism, fiscal knowledge and integrity is very hard to find in these competitive times. Reap Financial guided us through the many investment loopholes, ensuring we placed our savings in the right buckets.
For anyone looking for financial peace of mind in their later years, I would not hesitate to recommend Chris and his team at Reap Financial.

Yesterday evening my husband and I were visiting The Renaissance hotel, two ladies from REAP Financial greeted me with such enthusiasm and kindness I was a bit lost looking for the business center but they stopped and asked if I was OK. I believe their names were Nora and Brittany. My husband and I agreed that we would be calling REAP to set up a meeting soon. If this is the kind of people at REAP I can only imagine the level of service that this company provides.

Met with Leah N. on Medicare today and felt a great deal of relief afterwards! Leah is knowledgeable, professional and answered all our questions straight forward. She is also very familiar with the Medicare forms which can be confusing. Thank you Leah.

Leah Newman was very helpful and informative when we were deciding on our Medicare options. She also found us a great price!

My wife and I have been using REAP Financial for several years and are very pleased with the service and results we’ve gotten from using REAP. In particular the advice we’ve received from our advisor Justin Saffle has been reassuring as we planned our retirement goals.

Recently we have received excellent service from Leah Newman, their Medicare specialist who was very patient with us as she explained our options and got us signed up for Medicare. All in all, we are very comfortable going into retirement with the service we have received from REAP.

Very much recommend!

I tune into the Retire Ready show on KXAN and I got interested in REAP Financial. I requested to send me information on Social Security benefits. Chris was very prompt and emailed me the info which was very informative. Thanks to you Chris for the detailed information on Social Security benefits. I have forwarded this information to my family members so that they can make the right decisions for their future. I am positive they will benefit from this valuable information. Thank you!

Chris, Mariah, Amy and Leah have been great to work with planning our financial future. I really like Reap has access to family lawyers and tax CPA’s to have a complete package.

I’ve recently started working with Chris and Bobby, and I’m beyond grateful to have found them.

I’ve worked with a few different financial advisors over the years, but none compare to Chris and Bobby. They are genuinely kind, compassionate, and operate with the highest level of integrity. It’s also very clear that they truly care about helping their clients succeed and doing right by them.

They’re incredibly responsive, attentive, and dependable. Whether I reach out via text or email, they always respond promptly with well thought out, clear advice, and actionable next steps.

Beyond the exceptional customer service, I’ve also been really impressed with how structured and transparent the entire engagement has been. Chris laid out each step of the process clearly from the beginning and followed through on every step. He took the time to explain the financial strategy and investment plan in a way that felt thorough, clear, and easily digestible.

As a small business owner, I also really appreciate how supportive they’ve been, not just of my personal financial goals, but of my business as well.

I feel incredibly fortunate to have found Strategic Capital. For the first time, I truly feel supported and in good hands when it comes to my financial health and future. I highly recommend them to anyone seeking trustworthy, dependable financial guidance delivered with exceptional integrity and genuine care.

My husband and I have been working with Chris Hernandez since 2013 and we cannot say enough about how much we appreciate him. He helped us turn a challenging and difficult mess into a robust plan that has worked beyond our expectations. Chris didn’t just give us good advice or a quick fix, he gave us lasting solutions that continue to meet our needs as we age and our lives change.
He supported us as we cared for an aging parent, providing solutions that met our ever changing needs. Because we had Chris to guide us, we were able to care for our loved one the way we wanted to without worrying the money would run out. (I cannot begin to imagine how hard our journey would have been if we had stayed with our previous financial advisor.)
We can never thank Chris enough for how much genuine help he has brought to our family and we cherish the relationship we have built with him over years of being his client.

Highly recommend working with the team at Strategic Capital. Chris and Bobby 1/ helped us create a financial plan, tailored to accelerate our family’s financial goals, 2/ assisted us every step of the way in converting the plan into action, and 3/ are always there to help or collaborate if we need them.

I can’t recommend Bobby Russell at Strategic Capital enough! He’s an absolute pro—honest, reliable, and always goes the extra mile. Bobby really listens to what you need and provides smart, straightforward advice. His integrity and dedication to his clients stand out, and it’s clear he genuinely cares about helping you succeed. If you’re looking for someone you can trust, Bobby’s your guy!

My husband and I cannot believe that this level of customer service exists, to be honest. We were with another company for many years and it always felt like a struggle trying to get in contact with them, and get solid direction on how to prepare for our future. The communication and direction from Strategic Capital has blown us away. Not only are we thrilled with how they are handling our finances, but there is no question that we don’t feel comfortable asking, and there is never a time that we aren’t able to get in touch with them immediately. In addition to all of that, which would be more than enough on its own, they have given us several referrals for other services we were seeking. Every single person they have put us in contact with has exhibited the same level of customer service and personal attention. It is pleasantly surprising to discover that there are fantastic people out there who care, and we aren’t stuck being a number in someone’s database anymore. I would recommend Strategic Capital to any family member or friend with the utmost confidence in how they will be treated as well.

I have had a great experience with Chris and Bobby. They were knowledgeable and patient as they helped us navigate the best options for our finances. I would recommend them to any of my friends and family who were looking to do the same.

Look no further for your financial advisor! My wife and I started working with Chris and Bobby a few months ago after I began searching for financial advisers in the area. I read their strong reviews here on Google and have been so glad to have found them! They are so easy to work with and truly go at their clients pace, ensuring that we’ve been comfortable 100% along the way. They’ve explained their strategies in easy to understand ways and are always a phone call away if I have questions or want to learn more. My wife and I have never felt better about our financial future thanks to Chris and Bobby and we’re excited to see the dividends for years to come. I highly recommend giving them a call!

The Fox Alliance is a breath of fresh air. They are so friendly and helpful. After my mother died, I was left with a lot of financial questions and needed help figuring out what to do with the money I inherited. I had been looking for a financial planner for some time. This company makes you feel welcome. When you call, a real person actually answers the phone. They have excellent customer service. They take the time to educate you on all aspects of investing. They don’t just tell you what to do; they help you understand why and then guide you through all the processes. I highly recommend this company to anyone seeking assistance with financial planning and investing.

I’ve been using Fox Alliance to manage my taxes and plan to continue working with them as I grow into managing more of my finances. One thing I really appreciate is the diversity on their team. They have such a great mix of perspectives, deep expertise, and strong academic backgrounds. Everyone I’ve interacted with has been incredibly friendly, helpful, and clear whenever I have questions (which is often!).

They’ve made doing my taxes feel easy and stress-free, and I love how simple the whole process can be with their support. I’ve also received really helpful advice, like how much to set aside for self-employment taxes, which gives me so much more confidence in my planning.

Highly recommend them!

I love working with The Fox Alliance. This is an exceptional company that I would recommend to anyone. They put the client first, listen to the client and give excellent advice. Josh is such a great person to work with. All in the all they have my back and my best interest. Thank you Fox Alliance and Josh R.

We have been using Fox Alliance for our tax preparation needs for several years now, and have always been very pleased with their professionalism, promptness, quality of work, and kindness. We highly recommend them!

The Fox Alliance has prepared our tax return for several years now. We appreciate their proactive communication and updates every step of the way, and their staff are available throughout the year to answer questions and support our needs. The client portal makes sharing our personal information easy (and more secure than emails or hard-copies). You definitely get what you pay for when it comes to tax preparation. Highly recommend their services!

I’ve been working with The Fox Alliance for my business and personal tax returns every year, and they consistently go above and beyond. As a solopreneur, I often need extra guidance, and they always provide the information and support I need with patience, professionalism, and expertise.

Despite my busy schedule (and sometimes getting them documents last-minute), they are always accommodating, responsive, and easy to work with. Their ability to navigate complex tax situations while keeping everything stress-free is truly impressive.

If you’re looking for a reliable, knowledgeable, and client-focused tax team, I highly recommend The Fox Alliance!

We embarked on our retirement journey in Texas, eager to establish a strong financial relationship in our new state, as our accounts were still held elsewhere. As a devoted follower of Dave Ramsey, I sought out a list of endorsed local providers in 2020, and Fox Alliance stood out prominently.

Our initial Zoom meeting with Bill Fox and Josh Renfro was truly enlightening. Their presentation captivated us, and we found both of them to be incredibly personable and genuine.

Transitioning our accounts was a breeze, and we couldn’t be happier with the exceptional services we’ve received from Fox Alliance. Since making the move in 2020, our accounts have experienced remarkable growth.

We have the pleasure of meeting with Josh Renfro quarterly to review our retirement accounts and discuss our goals. He is consistently responsive to any questions or concerns that arise in between our meetings, providing reassurance and expertise. Josh has skillfully guided us through a direct transfer from an IRA to a Roth IRA, helped us with 529 planning, assisted with our long-term ambitions, and even enabled us to pull funds for purchasing an investment property.

Additionally, we’ve enjoyed participating in engaging client appreciation events, which have allowed us to bond and connect with the Fox Alliance team.

Looking back, my only regret is the two years I hesitated before moving our accounts from another wealth advisor to Fox Alliance, as I missed out on valuable growth opportunities during that time.

Embracing this new partnership has proved to be one of the best decisions we’ve made.

Paul is an exceptional financial advisor! He’s incredibly attentive, taking the time to truly understand my goals and priorities. His knowledge and expertise are evident in every conversation, and he explains complex topics in a way that’s easy to understand. What really sets Paul apart is his genuine compassion and commitment to my best interests. I always feel confident knowing my financial future is in capable and trustworthy hands. Highly recommend!

Modern Wealth has been a fantastic partner in helping me gain clarity and confidence about my financial future. Paul has been incredibly patient and thorough—always available to answer questions and walk me through things in a way that feels approachable. I don’t come from a finance background, so having someone I trust to guide me has made a big difference. Their advice is thoughtful, genuinely tailored, and easy to act on.

I couldn’t be happier with the guidance and support I’ve received from Modern Wealth Strategies. They take the time to really understand our goals and explain everything in a way that’s clear and easy to follow. Thanks to their advice, we’ve been able to put together a strong plan for our future, and we’ve already seen great results. We appreciate that they are not only knowledgeable, but patient, responsive, and genuinely care about their clients’ success. I highly recommend them to anyone looking for a trustworthy and effective financial advisor!

I highly recommend Paul at Modern Wealth Strategies for anyone seeking expert financial planning and wealth management services. Paul’s approach is top-notch, personalized, and absolutely trustworthy. As someone who prefers a hands-off approach, I appreciate that Paul keeps me updated with just the essentials, letting me know when things are good or when attention is needed. On the other hand, my partner, who prefers a more involved understanding, has had numerous positive interactions with Paul, meeting with him frequently to dive deep into the reasoning behind each financial decision.

Paul has made it clear that this is not just a service but a partnership. He has effectively communicated what he needs from us to pave the way to our financial success, providing all the necessary tools and guidance. Whether you are like me, preferring to keep it simple, or like my partner, needing to understand every detail, Paul is adaptable and committed to meeting your individual needs. We couldn’t be happier with the service provided and feel very confident in our financial future thanks to Paul.

Paul at Modern Wealth has been absolutely amazing. Not only has he been very informative with the decisions that is made with our investments, he is always quick to respond to even our simplest questions. Can’t recommend Modern Wealth enough!

Paul has been a guiding light in guiding my wife and I to financial freedom. He has given us the long term mindset we need to set ourselves and our family up for success in the future. I can’t recommend Paul and his wisdom enough!

Handing your money over to someone is a scary thing. Paul Tearson at Modern Wealth Strategies removed that fear and put my mind at ease. He is extremely knowledgeable and showed that he truly cares about me and my goals. He understands that every situation is unique and he took the time to fully explain everything…making sure I was completely comfortable with the plans he came up with. We all want to retire as soon as possible and I now feel like I have found a company who can really help me get there sooner. I could not be happier with my decision to go with Paul and Modern Wealth Strategies.

Four years ago, we set out on a hunt to find a financial advisor we could trust. Among 5 meetings with different companies, Luis (Tuyyo Planning Group) instantly stood out — he spent the time to get to know us and our goals while the others felt transactional at best.

We couldn’t be more thrilled with the financial guidance we’ve received from Tuyyo Planning Group since then. As a young, certified professional with a strong focus on family values, he took the time to understand our goals and helped us set up a comprehensive long-term financial plan, including support for both of our parents entering their retirement phase of life.

What sets him apart is that he truly invests in building relationships — his commitment to our financial success and now friendship, is unwavering. Highly highly recommend!

I can’t say enough good things about Luis! He is not just a financial advisor—he’s a true partner in our financial and overall well-being. He’s incredibly empathetic, always available when we need him, and genuinely cares about our family’s future. It’s rare to find someone in this industry who leads with their values, but he does—both in his work and his life. The fact that he invited us to spend time with his family during the holidays speaks volumes about his character. We feel lucky to have him in our corner! Highly recommend.

Luis has been an amazing partner, guiding our way from the initial planning and throughout the ups and downs that life unexpectedly brings. He is a true fiduciary who has our family’s best interest at heart, and always provides a well-rounded recommendation based on both quantitative and qualitative factors. I highly recommend working with Luis and the Tuyyo Planning Group, to anyone who is looking for financial guidance that is aligned with your family’s values and best interests.

I’ve been working with Tuyyo Planning Group LLC for 3 years, and I couldn’t be happier with the guidance and expertise Luis and Brendan have provided. From the very beginning, they took the time to understand my financial goals, concerns, and long-term aspirations. Their personalized approach, deep knowledge, and strategic advice have truly made a difference in my financial confidence.
Whether it’s retirement planning, investments, or budgeting, Tuyyo explains everything in a clear and easy-to-understand way, making complex financial topics feel manageable. They are always responsive, professional, and genuinely invested in my success. Thanks to their advice, I feel more in control of my finances and optimistic about my future.
If you’re looking for a trustworthy, knowledgeable, and dedicated financial planner, I highly recommend Tuyyo Planning Group.
Blane

Luis and his team are awesome! I knew right away when we met 3 years ago that he was an incredibly genuine and charismatic person that cared about me as a person, as well as all of my goals. Not only is he a great guy, but he’s an amazing financial planner – I can rest assured that he’s making all the right moves for us, and talking us through any of the uncertainties that inevitably come up from the nature of the game. I love having him on my team!

After a few meetings /interviews with different CFP’s we found Tuyyo Planning Group online. We had a Zoom meeting with Luis and decided Tuyyo Planing Group was the right decision. In comparison we felt that Luis was invested in us.
We feel at ease moving forward with Tuyyo Panning Group and Luis’ expansive knowledge in relation to all aspects of our financial needs / future.
So glad we made the right choice!

I followed my wonderful financial advisor Brendan Pheasant to this group and have been very happy with the professional fit and the services they provide. Above all, they are honest and disclose up front all fees, services, expectations by both their company and of the investor. I value the fact that they believe that financial decisions are significantly made with emotional reasons for investors and all persons. They educate and talk about the reasons behind a person’s financial decisions. The best part is that they have training in financial therapy and understand that a person’s financial picture does not just include that person, but also the family and anyone else who is at least relationally connected. They work with different levels of financial readiness and income. They are not stuffy in the least and very approachable which I didn’t expect about a financial advisor when I started with Brendan over 5 years ago. I would recommend this group to everybody.

My wife and I went into this not knowing what to expect in terms of how to handle our money beyond basic checking, savings, and credit card accounts. However, with Julia, Philip, Helen, and Kara’s help, their warm, inviting approach to personal money management gave us the confidence we needed not only to pull our minds out of the weeds of uncertainty but to get a clear, big picture of where our money actually goes each month. It’s truly refreshing to get such thorough, compassionate help through our sessions and notes knowing we are investing in ourselves along the way.

Overall, both of us highly recommend even just getting a consultation from The Art of Finance knowing they put your money needs first.

Philip and Julia are easy to work with and worthy of our trust and business. My husband and I wish we had found a CFP as soon as we married; we would be much better off financially if we had jumped right into a financial plan and investing versus feeling unsure and stuck. Furthermore, Philip gave us guidance that helped us get life insurance in place, which is key to our financial security. If you’re feeling lost or stuck, they can help!

Julia, Phillip, and Kara patiently guided me from being fearful of handling my money to ever-increasing confidence and competence in all aspects of budgeting and retirement planning. Their expertise, empathy, and synergy as a team are an incredibly effective combination. I warmly recommend Art of Finance to anyone looking to gain lasting insights and make fundamental changes to their personal financial life.

My husband and I have met with both Julia and Philip in two separate Zoom calls to talk about our retirement plans. We both came in with some knowledge but not enough to make confident decisions. It’s amazing how both can explain complex financial concepts to just the average Joe. We both don’t have a financial background, yet we walked away feeling more confident about our future and decisions. I have recommended friends to use The Art of Finance! We’ll be back if we need financial advice again. Thank you, Art of Finance, for being so awesome!

My husband and I had a financial planning meeting with Philip and came away with so much more clarity on how to plan our finances and maximize our income. Despite being in an in-between stage when we met with Philip (we were in the process of buying a home), his advice, recommendations, and planning were spot on, and now that we’re on the other side of house purchasing, we’ve already put most of his recommendations into action. I summed it up to anyone who would listen that it felt like the most grown up thing I’ve ever done for us and that I learned more in that 90 minutes than I have in a very long time. If you’re on the fence and have some questions, I highly recommend meeting with The Art of Finance team!

For more than 2 years, I’d been looking for a financial advisor who could provide input on my current strategy, but didn’t require management of our investments. I’d reached out to several other companies and none of them were willing to review my strategy and answer investment questions.

I’m so thankful I came across Art of Finance on Yelp. Our session with Phillip was super helpful in understanding how we were doing in terms of saving for retirement and where we could improve our strategy. We will definitely reach out again when we have questions or life changes that impact our finances.

My husband and I worked with Kara for financial coaching, and it completely changed the way we thought about money and our whole relationship. Through four months of sessions, Kara led us through the budget app YNAB and helped us to develop a healthy and realistic relationship with our spending. We feel so confident and ready to put all of our finances to work. We highly recommend this coaching program for everyone, no matter what type of work they do or what stage of life they’re at. A+++

I don’t leave a lot of reviews but felt compelled to in-lieu of my interactions with Mr. Michael Reese and his organization. After listening to a Centennial Advisors presentation, I made a follow up appointment for a Zoom call to discuss tax strategies, the area of my interest. We summarized the actions my wife and I had already taken toward our retirements, and Mr. Reese and I determined there was very little his organization could do for me as a client, but he was gracious enough to work with me on helping me understand and build a basic framework to build our tax strategy. Throughout the process, I knew I was working with a man of high integrity who had the knowledge and resources to help, and even more importantly wanted to help. If searching for a financial advisor, I would highly recommend you consider Mr. Reese and Centennial Advisors … I’m confident he’ll be able to help.

Jeff Rossman has been great during this transition. Very knowledgeable and very easy to talk too. Rare in this day and age! Looking forward to many years to come!

We have been very pleased with Centennial. They are very helpful in guiding us to the best retirement and tax management with plans that will help see us through for the long term. Their reporting tools are great. Their professionalism and responsiveness are top notch.

I appreciate the tailored portfolio Centennial Advisors developed for me, as well as providing other services like tax management strategies. Mike and the team provides real value and personalized service. Very happy with my decision in choosing Centennial Advisors.

This was our first experience with investment advisors outside the ones our employers connected us with. All of Centennial’s staff are friendly and always communicate with us at our level…meaning they don’t talk above our heads and they take the time to explain everything until we understand it! We really enjoy they professionalism and them looking at not just investments, but taxes, insurance, social security, and more!

Greetings, spoke with Jeremy and learned very little about what they offer. Was told in a very concise manner that it would be a zoom meeting. Beware of financial caller who asks you about your assets. The should be calling with the spirit of a teacher and not a government agency. In our call we learned basically Wikipedia level information. What is unique is that I’m doing fantastic.

I’m a financial professional so you’d think I’d be able to do my own financial planning. BUT the added value that Mike and his team bring gave me peace of mind and the courage to take the retirement plunge! Just their help with tax planning is worth it.

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.

As a financial advisor who is on the lookout for not only reputable but consistently performing investment managers for my private clients, Beck Capital has risen to the top of those I’ve vetted over the years. I say consistent because the way they manage accounts is based on very grounded principles that we all look for, but actually rarely find. I wish I would have found them earlier in my career, because their style of management has consistently reduced the volatility of my clients’ listed securities portfolios, leading to better long-term growth. If you are not already using Beck’s professional management team and are looking for one for the long-haul, I highly recommend them. I know my clients appreciate their results. Keith Schnelle CFP

We have placed our investments with several firms over the past decades and NONE have performed as well financially for us, nor provided the excellent, in-person service and advice as Beck Capital. I recommend them highly.

I appreciate the weekly newsletter. I don’t understand all the jargin, but you are helping me learn. You encouraged me during the dark days and you let me know you were working for me, so, not to worry.

Highly recommend Beck Capital Management.
Their sector investment strategy has been extremely positive for my portfolio.
Bill Pompili

My experience with Beck Capital Management over the past decade plus has been excellent. They have represented me well and my accounts have grown nicely as a result. I highly recommend BCM.

Melanie has been superb in handling all my financial discussions and Frank is an excellent master of investments. I have been pleased with all the staff, but these two are exceptional. I am grateful for their experience and wisdom.

Beck has been a great resource and financial advisory firm! Always spot on and ahead of the economic trends.