REAP Financial

REAP Financial is a financial planner in Austin, TX. The firm works with successful families and individuals on retirement planning, investment planning, estate planning, tax mitigation, wealth management, asset protection, and charitable giving. Its fiduciary advisers coordinate with tax professionals, estate attorneys, insurance specialists, and risk management specialists, and the firm serves clients in the Austin and Georgetown areas. REAP Financial holds a rating of 4.90 from the customers who have reviewed it.

The firm was founded to help successful families achieve what matters to them, and it works with a select group of families and entrepreneurs so it can devote time to their needs. Planning begins with a discovery process that produces a Total Client Profile capturing goals, relationships, interests, and values. From there, a five-step consulting process addresses investment consulting, advanced planning, tax strategies, estate planning, charitable giving, and protecting wealth. REAP Financial assembles a network of legal, accounting, and insurance professionals it calls a virtual family office, and stays in contact with the family to confirm the specialists deliver as promised. The firm also offers a complimentary Money Mastery Profile assessment and webinars built around the retirement questions its advisers handle most often. Its estate planning service includes guidance for beneficiaries on asset transfers and management, plus notary and witness support for wills and trusts. A 15-minute introductory call is available to discuss retirement planning and schedule a meeting with a fiduciary adviser.

The office is on Anderson Mill Road in the Pond Springs area of Austin, a short walk from the Pond Springs neighborhood and about 0.2 miles from Austin Emergency Center - Anderson Mill, the PakMail post office, and the Jollyville Fire Department station.

REAP Financial has been recognized as the number one Best Place to Work in Austin in the Micro Business category by the Austin Business Journal for 2026.

For families in Austin and Georgetown weighing retirement income, taxes, and estate plans together, REAP Financial brings a coordinated team of fiduciary advisers to the work.

Services:

• Estate Planning
• Retirement Planning
• Serious Wealth Relationship Management
• Stress Test for Investments
• Virtual Family Office