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Life In Motion

Helping To Secure Your Financial Future
So You Can Live A Life You Love

Professional Wealth Management

BirdRock Wealth is an independent financial advisory firm located in Austin, TX. We build wealth for our clients by creating comprehensive wealth management solutions for our clients and specialize in investment strategies and asset management, building  custom-tailored investment services to best serve their individual needs. Because our relationships are built on trust, we have garnered both regional and national recognition as one of the top independent wealth management firms in the country.

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Mission and Values

Our core mission is to help navigate a life in transition and help you live a life you love. We hold the following values essential in everything we do: “We prioritize respect and empathy in all of our client interactions.

  • Our communication is built on a foundation of trust and transparency.
  • We approach our work with passion and professionalism, striving for excellence in everything we do.
  • Our expertise lies in investment strategy and portfolio management, which we offer with exceptional skill and care

Your Trusted Wealth Management Partner

At our firm, we take the business of investing seriously, but we also value creating lifelong partnerships with our clients. As a fiduciary, we are committed to always doing the right thing and being there for you every step of the way. In fact, we invest right alongside our clients – all of our partners, advisors, and employees – so you can trust that we are always on your side, whether the markets are up or down. We believe that navigating normal market volatility and economic uncertainty is easier when you have a trusted partner in your corner.

Aligning Our Services with Your Financial Objectives

Financial planning can be a complex process. To help you navigate these intricate waters, we offer complimentary financial planning to assess your financial goals and individual circumstances. This guidance empowers you to make well-informed decisions, setting you on the path to long-term financial success and stability.

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Investment Strategy

Discover our comprehensive investment strategy, designed to optimize your portfolio performance by carefully balancing risk and reward, tailored to your unique financial goals and lifestyle. Learn More

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Financial Planning

Explore our personalized financial planning services, crafted to help you achieve your short and long-term financial objectives through a customized roadmap tailored to your individual needs and aspirations. Learn More

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Asset Management

Delve into our expert asset management solutions, focused on maximizing your wealth through strategic allocation and diversification of assets, catered to your specific risk tolerance and financial objectives. Learn More

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Retirement Planning

Uncover our retirement planning services, dedicated to helping you create a secure and comfortable future by crafting a tailored strategy that ensures your financial needs are met throughout your golden years. Learn More

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Life in Motion

Experience our wealth management solutions for lives in transition, designed to navigate life's significant events with ease, ensuring financial stability and peace of mind during times of change. Learn More

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Institutional Money Management

We believe that value investing offers better long-term rewards and helps mitigate risks during market turbulence. Our investment philosophy is rooted in this belief, and we strive to apply it to all of our investment strategies. Learn More

Meet Your Team

BirdRock is proud to have an accomplished team of investment professionals, boasting extensive experience in managing finances for large pension funds, families, friends, and clients who place their unwavering trust in our capabilities. Our team continually monitors the economic landscape and actively manages client portfolios, adapting our strategies to accommodate market shifts.

Steve Levy


Stephanie Boeke

Investment Advisor

Christina Borger

Managing Director

Jack Tamez

Senior Research Analyst

Aaron Soderberg

Director Sales & Marketing

Gustavo Artaza

Founding Partner

Heather Justman

Chief Financial Officer

Laura Baños Lugo

Client Service Specialist

Our Services

In-Depth Market Research for Long-term Success

Our commitment to mitigate volatility and risk while protecting and growing your assets. is driven by our focus on rigorous market research. We build robust and well-diversified investment portfolios for our clients, ensuring that your financial foundation remains strong and resilient over time. Choose BirdRock Wealth for steadfast guidance and enduring financial success.


We believe that financially savvy clients are the best clients. We partner with our clients to broaden and enhance their financial education and wealth building knowledge.