BirdRock Asset Management is an independent, fee-only financial advisory firm providing tailored investment management and comprehensive financial planning services. Our client relationships are built on trust and open communication. We have gained national recognition as a leading investment firm. Our mission is to help clients achieve their goals through disciplined planning, vigilant financial research and continuous review of asset allocation. Our company is 100% employee owned and operated in Austin, Texas.
There’s nothing like having a conversation with someone you trust. Someone you know who isn’t trying to sell you something. At BirdRock, we are a 100% fee-only Advisor committed to your financial goals and we’re not compensated by selling you a product. We also invest right alongside our clients so you know that we’re in your corner. That’s called building trust day in and day out. Through thick and thin. At BirdRock, our Advisors can help you craft a plan that fits your unique financial future. Give us a call. We’re on your side and here to help.
Wealth Management Accolades
Informa-PSN Money Manager of the Decade as of 12/31/2014
Multiple recipient Informa PSN “Top Gun” Money Manager
5-Star Morningstar Rating for the 10 year period ending 12/31/2015
Seven Time Texas Monthly Five Star Wealth Manager
BirdRock Asset Management is compliant with the Global Investment Performance Standards (GIPS®). All performance is verified by an independent GIPS verification firm.