Brighton Jones of Austin

Brighton Jones of Austin is a financial planner in Austin, TX. The firm serves individuals, families, and business owners with a fiduciary approach, offering tailored financial plans that address wealth and retirement planning, estate and tax strategies, insurance, philanthropy, private investments, and real estate. The Austin team works to unify financial futures across investments, taxes, and real estate, aiming to help clients live a richer life. The business holds a 5.00 rating based on customer reviews.

The firm operates from the Norwood Tower at 114 West 7th Street Suite 700 and emphasizes a holistic approach to the total balance sheet. Their wealth management team develops deep understanding of future goals and current lifestyles to build personalized plans. The Tax Advisory Group provides proactive planning around life events, annual filing, and mitigation strategies, including assistance with 1031 exchanges, Delaware Statutory Trusts, and Qualified Opportunity Zones. For businesses, Retirement Plan Advisory services are available through OpenPlan, covering consulting and investment management. The Family Office division offers Multi-Family and Single-Family Office services with institutional-grade capabilities. Brighton Jones Women's Wealth provides personalized financial guidance tailored to the unique ways women build, manage, and deploy wealth.

As a community-minded firm, Brighton Jones donates 1% of its revenue to charitable programs and nonprofits. The team supports more than 210 organizations globally and has volunteered over 13,000 hours for nonprofits. Local community involvement includes support for organizations such as Austin Pet’s Alive, Toastmasters, Kids in a New Groove, and The Trail Foundation. Client feedback highlights the personal, non-transactional nature of the relationships and the team's expertise in aligning financial strategies with personal values and long-term goals.

The firm’s strong reputation is reflected in its perfect 5.00 rating from customers who have reviewed it, underscoring the trust clients place in its fiduciary standards and comprehensive planning capabilities.

Brighton Jones of Austin combines fiduciary responsibility with a deep understanding of local community values, providing Austin residents with financial guidance that extends beyond portfolios to encompass legacy, philanthropy, and personal fulfillment.

The office is located at 114 West 7th Street, situated just steps from Congress Avenue and the H&TC and I&GN Depots. It is also near the Texas Toy Museum and Arcade and the Twinkle Twinkle Lone Star Guitar monument.

Brighton Jones of Austin achieves a Discoverability score of 100 out of 100 on BizScoreAI, ensuring AI crawlers can access every page so assistants can recommend the firm. The business also holds a Technical score of 94 out of 100, confirming the website is secure and indexable for search engines to read without errors.

Services:

• Family Office
• Retirement Plan Advisory
• Tax Advisory
• Wealth Management
• Women’s Wealth