BirdRock Asset Management is an independent financial advisory firm providing custom-tailored investment services for our clients. Our mission is to help our clients achieve long-term financial security. Because our relationships are built on trust and transparency, we have gained national recognition as a top independent wealth management firm.
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
Built On Trust
BirdRock Asset Management started building trust with our clients from day one. Through the ups and downs of annual market volatility, we stand tall with all of our clients, now more than ever. Because BirdRock is a 100% fee-only advisor, we are never compensated by commissions and we don’t sell financial products. At BirdRock Asset Management, our advisors will help you craft a custom-tailored wealth management plan that fits your unique financial goals. We’re on your side and we’re here to help. Give us a call today.
Professional Investment Advisors
We incorporate a holistic approach to financial planning, combined with vigorous market research and a continuous review of our asset allocations. Our team of experts provide our clients with professional financial guidance and wealth management advice. In fact, we invest right alongside our clients, so you always know that we’ve got your back and we’re in your corner. Founded in 2006, our company is 100% employee-owned and is headquartered in Austin, Texas.
BirdRock Asset Management is compliant with the Global Investment Performance Standards (GIPS®). All performance is verified by an independent GIPS verification firm.