Modern Wealth Strategies

Modern Wealth Strategies is a financial planner in Austin, TX. The firm helps successful individuals and families build, preserve, and transfer wealth by coordinating investment management, retirement planning, tax planning strategies, risk management, and estate planning into one comprehensive financial plan. The team works with clients across the country, offering fee-based advisory services tailored to each person's unique needs.

At Modern Wealth Strategies, financial planning begins with understanding what matters most to the client. The firm believes wealth is about more than investments; it is about creating the freedom, independence, and opportunities that support the life a person wants to live. As fiduciaries, the advisors provide actionable advice and personalized strategies designed around client goals, not sales quotas or proprietary products. The firm's mission is to empower individuals and families seeking to grow, optimize, and secure their wealth, guided by academic research and supported by some of the nation's top asset managers. The team is led by founder Paul D. Tearson, ChFC, who brings over a decade of experience in the financial industry, along with financial advisor Ashton Roane, who previously worked in project management and compliance at Baker Tilly, and marketing associate Ashley Lyles. The firm's simplified process lays out a roadmap for clients, helping them understand where they are now, where they would like to go, and the steps it will take to get there through a series of meetings. A complimentary consultation is offered for those ready to take the first step.

The office is located at 111 Congress Ave. Suite 509, on Congress Avenue, just steps from East Cesar Chavez Street and the Congress Avenue memorial, and within a short walk of the Congress Avenue Rain Garden and the Roberta Crenshaw Overlook at Shoal Beach at Town Lake Metro Park.

The firm holds a positive rating from the customers who have reviewed it, reflecting the dedication to transparency and efficiency that the team says sets it apart. Modern Wealth Strategies stands on a client-first philosophy, prioritizing the best interests of clients to build trust and achieve lasting results.