Beautiful Austin skyline. Austin, Texas on the Colorado River

How to Find a Financial Advisor in Austin

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Getting your finances organized in Austin, Texas, doesn’t have to be complicated. It’s about finding a financial institution that prioritizes relationship building and provides comprehensive services. If you’re unsure how to find a financial advisor in Austin to mitigate your financial risks and strengthen your portfolio, welcome to Trajan Wealth. We’re glad you’re here. 

How to Find a Financial Advisor in Austin

Finding the right team to manage your portfolio is easy once you know what to look for: 

Find a Fee-Only Financial Firm. You don’t want to entrust your money to an institution that’s nebulous or purposefully confusing about its fee structure. Before any services begin, any and all fees should be clearly communicated to you.

Choose Fiduciaries Over the Alternative. Trusting your advisor makes a huge difference. Our Austin fiduciaries prioritize you, not their own self-interests. You deserve to know that their recommendations stem from your personal needs, not a bonus. 

Look for Comprehensive Services. Life is busy enough. Why would you want to juggle multiple institutions for your financial future? Choose a financial firm that offers wealth management, retirement planning, and estate planning under one roof. 

Make Sure They’re Communicative. The last thing you want to do is choose a place that takes a long time to respond to time-sensitive questions or concerns. When comparing financial advising options, note their communication style and timeliness. 

Prioritize Open and Honest Relationships. Discussing finances is vulnerable for many. Choose an Austin financial advisor who listens to you and doesn’t just spout information at you. At Trajan Wealth, we lead with the hearts of educators—making sure our clients understand what we’re doing and why. 

What You Risk By Not Working With a Financial Advisor

When you go it alone, you leave your financial well-being up to chance. According to the International Federation of Accountants, “The average estimated amount of money that lacking knowledge about personal finances cost people was $1,819.”

Don’t let that be you! Our industry expertise and investment insights can help diversify your portfolio and watch for opportunities so you don’t leave money on the table. 

The Benefits of Going Local

You want a financial advisor who doesn’t just have a surface-level understanding of where you live but is in the same boat! By choosing an Austin fiduciary advisor, you know they’re in tune with local updates, as well as national and global ones.

Trust Trajan Wealth: Austin, Texas  

It’s an honor to serve Austin, Texas. If you’re ready to schedule an initial consultation with our team of hand-picked Austin financial advisors, email us at [email protected] or call us at (512) 720-7885.

Our Austin team is ready to learn more about your financial needs to see how we can help.

North Austin, Texas
13809 Research Blvd, Suite 500
Austin Texas 78750

West Lake Hills – Austin, Texas
108 Wild Basin Rd, Suite 250
Austin Texas 78746

© 2024 Trajan® Wealth LLC. Nothing in this blog is intended as investment advice, nor is it an offer to buy or sell any security. Please consult your financial advisor for questions about your personal financial situation. All investments involve risk, including the potential for loss. Trajan Wealth clients and employees may have a position in any of the securities mentioned. Portfolio holdings and other data are subject to change at any time and without notice. Additionally, the above links provided as a convenience and for informational purposes only; they do not constitute an endorsement or an approval by Trajan Wealth, L.L.C., of any of the products, services or opinions of the corporation or organization or individual. Trajan Wealth, L.L.C., bears no responsibility for the accuracy, legality or content of the external site or for that of subsequent links. These materials are for informational and educational purposes and are not designed, nor intended, to apply to any person’s individual circumstances. It does not take into account the specific investment objectives, tax and financial condition, or particular needs of any specific person. Please consult with your legal and/or tax advisor before making any tax-related decisions.