#1 Financial Planning Firm

Austin Business Journal 2016-2017


Top 250 Financial Advisors

Financial Advisor Magazine 2017


The Top 250 Financial Advisors

Worth Magazine 2002


100 Great Financial Planners

Mutual Funds Magazine 2001


Bloomberg's Top Wealth Managers

Bloomberg Wealth Manager 2006


The Top 200 Financial Advisors for Doctors

Medical Economics 2011

1987


Austin Asset is formally incorporated. Our founder, John Henry McDonald, sets out to be Austin’s premier personal financial planning company. We’ve never strayed from his path.

1995


We become one of the first “fee-only” firms in Central Texas. We begin to manage money for clients and received national recognition for setting the new “fee-only” standard in truly personal, objective wealth management.

1997


Austin Asset grows to $25MM in assets under management and becomes federally registered with the U.S. Securities and Exchange Commission.

2000


We now have over $100MM in assets under management. Eric Hehman becomes an owner of the firm.

2007


Following two years of operation in a collaborative service model, John Henry begins his succession plan. Eric Hehman is named CEO and Greg Van Wyk becomes an owner of the firm.

2010


The firm reaches nearly $400MM in assets under management. The succession plan continues and Jonathan Davison becomes an owner of the firm.

2014


The firm now has $630MM in assets under management. John Henry completes his succession plan and follows his own advice to retire—leaving a legacy we carry on.

2018


We celebrate over 30 years of partnership in continuous growth, both personal and financial. We now have $855MM in assets under management, 18 knowledgeable staff members, and an evolved brand identity to reinvigorate our commitment to provide authentic advice—for life.

 

Now that you have a glimpse of our history, we hope you become a part of our family.

Our mission is to bring clarity and purpose to wealth through authentic and enduring relationships.