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Wealth Management by Experienced Professionals

Based in Austin, TX, BirdRock Wealth Management is an independent financial advisory firm that offers customized investment and retirement services to our clients. We take a comprehensive approach to building wealth and managing our clients’ financial well-being, as our relationships are founded on trust. Our commitment to providing exceptional service has earned us national recognition as a top independent wealth management firm.

BirdRock Wealth's 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
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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.

A Few of Our Industry Awards

We are proud to have our quality of performance consistently recognized and rewarded by respected industry groups through peer reviews and rankings.

  • 2023 Texas Monthly ten-time 5-Star Wealth Manager 
  • PSN “Top Gun” Money Manager of the Decade 
  • Morningstar 5-Star Rated Money Manager
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