Austin Business Journal 2016-2017
Financial Advisor Magazine 2017
Worth Magazine 2002
Mutual Funds Magazine 2001
Bloomberg Wealth Manager 2006
Medical Economics 2011
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.
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.
Austin Asset grows to $25MM in assets under management and becomes federally registered with the U.S. Securities and Exchange Commission.
We now have over $100MM in assets under management. Eric Hehman becomes an owner of the firm.
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.
The firm reaches nearly $400MM in assets under management. The succession plan continues and Jonathan Davison becomes an owner of the firm.
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.
We celebrate over 30 years of partnership in continuous growth, both personal and financial. We now have $855MM assets under management, 18 knowledgable staff members, and an evolved brand identity to reinvigorate our commitment to provide authentic advice—for life.
Our mission is to bring clarity and purpose to wealth through authentic and enduring relationships.