BirdRock Wealth

BirdRock Wealth is a financial planner in Austin, TX. It is an independent, fee-only advisory firm that does not sell products or insurance and does not earn commissions. The firm helps clients create solid financial strategies around their goals, time horizons, and major life events. It specializes in moments that matter most, including retirement planning, business succession, and job changes. The firm serves clients in Austin and the surrounding area. It holds a rating of 5.00 based on 5 reviews.

Founded in 2006 in Austin, Texas, BirdRock Wealth is built for real life. The firm offers a complimentary consultation to learn about a client’s financial situation, life goals, and what matters most. Through a series of deep-dive discovery conversations, the team gathers information and provides a summary analysis of the current financial situation. The firm builds a custom-tailored investment strategy aligned with individual needs and aspirations. Once the strategy is in place, the team executes and actively manages the portfolio, continually monitoring the economic landscape and adapting as markets shift. The firm states it does not manage products but manages relationships built for the long haul.

Steve Levy serves as President and Chief Investment Officer. He began his career as a reinsurance analyst with JI Companies in Austin before joining Janus Capital in 1999. He served on the investment committee of Slaughter & Associates from 2001 to 2006 before opening BirdRock in 2006. He has been named a Top Gun Money Manager of the Decade 2014-2024 and is an Accredited Wealth Management Advisor. Stephanie has been with BirdRock since February 2013 as an Accredited Asset Management Specialist and Investment Adviser Representative. Christina Borger serves as Managing Director and has been with the firm since its inception in 2006. She is a Certified Divorce Financial Analyst.

BirdRock Wealth holds a positive rating from the customers who have reviewed it. The firm is an independent fiduciary that works for clients, not a bank.

BirdRock Wealth provides independent, fee-only financial planning in Austin, TX. Its focus on major life transitions and fiduciary duty supports clients in building their financial future.

Services:

• Asset Management
• Financial Planning
• Holistic Wealth Management
• Investment Strategy
• Retirement Planning