Our Story

Doing things the status quo is just not our way.

Since our founding over 25 years ago, Austin Asset has strived to be an agent for change in the wealth management industry.

We were one of the first to provide fee-only financial services meaning not a single piece of counsel or advice is driven by the purchase or sale of any product.

We believe that building relationships comes before building wealth. We want to get to know you – your life, your goals, your worries, and your values – in order to better understand the right approach to building wealth.

We understand that most financial decisions run deeper and are motivated by more than just numbers. Peace of mind. Protection. Comfort. Building a legacy. These are the true drivers of wealth.

The bigger investment decision is not just about money but about who will manage your money. That’s why we are extremely selective in the people that join Austin Asset. We hire people that excel at being a coach, counselor, educator and catalyst, as much as being a financial expert.

We are also purposeful in whom we work with and how we work with them. We would rather delight a small number of clients by providing a privileged level of service and access, than try to serve the masses.

At Austin Asset, we understand that we need to earn your relationship. But once we do, we intend to be retained for life.