Professional Wealth Management
BirdRock Asset Management is an independent financial advisory firm based in Austin, TX providing custom-tailored investment and retirement services for our clients. We take a holistic approach to building wealth and managing our client’s financial health and well-being. Because our relationships are built on trust, we have gained national recognition as a top independent wealth management firm.
Mission and Values
Our mission is to secure your financial future so you can live a life you love. We abide by the following core values that guide everything we do:
- Respect and empathy for the people we work with
- Trust and transparency in what we say
- Passion and professionalism in everything we do
- Expert investment strategy and portfolio management
A Trusted Partner
We take investing seriously and strive to create a lifelong partnership with all of our clients. As a fiduciary, you’ll always know that we’ll do the right thing and be there with you every step of the way. In fact, all of our partners, advisors and employees invest right alongside our clients. You’ll always know we’re in you’re corner and on your side - both in good times when the markets are going up but also during times of normal market volatility and economic uncertainty.
We are consistently peer-reviewed, ranked, and rewarded for our quality of performance by the following respected and revered industry groups.
- 2021 Texas Monthly ten-time 5-Star Wealth Manager
- PSN "Top Gun" Money Manager of the Decade
- Morningstar 5-Star Rated Money Manager