Life In Motion
Helping To Secure Your Financial Future
So You Can Live A Life You Love
Professional Wealth Management
BirdRock Wealth is an independent financial advisory firm located in Austin, TX. We build wealth for our clients by creating comprehensive wealth management solutions for our clients and specialize in investment strategies and asset management, building custom-tailored investment services to best serve their individual needs. Because our relationships are built on trust, we have garnered both regional and national recognition as one of the top independent wealth management firms in the country.
Mission and Values
Our core mission is to help navigate a life in transition and help you live a life you love. We hold the following values essential in everything we do: “We prioritize respect and empathy in all of our client interactions.
- Our communication is built on a foundation of trust and transparency.
- We approach our work with passion and professionalism, striving for excellence in everything we do.
- Our expertise lies in investment strategy and portfolio management, which we offer with exceptional skill and care
Your Trusted Wealth Management Partner
At our firm, we take the business of investing seriously, but we also value creating lifelong partnerships with our clients. As a fiduciary, we are committed to always doing the right thing and being there for you every step of the way. In fact, we invest right alongside our clients – all of our partners, advisors, and employees – so you can trust that we are always on your side, whether the markets are up or down. We believe that navigating normal market volatility and economic uncertainty is easier when you have a trusted partner in your corner.
Aligning Our Services with Your Financial Objectives
Financial planning can be a complex process. To help you navigate these intricate waters, we offer complimentary financial planning to assess your financial goals and individual circumstances. This guidance empowers you to make well-informed decisions, setting you on the path to long-term financial success and stability.
Investment Strategy
Discover our comprehensive investment strategy, designed to optimize your portfolio performance by carefully balancing risk and reward, tailored to your unique financial goals and lifestyle. Learn More
Financial Planning
Explore our personalized financial planning services, crafted to help you achieve your short and long-term financial objectives through a customized roadmap tailored to your individual needs and aspirations. Learn More
Asset Management
Delve into our expert asset management solutions, focused on maximizing your wealth through strategic allocation and diversification of assets, catered to your specific risk tolerance and financial objectives. Learn More
Retirement Planning
Uncover our retirement planning services, dedicated to helping you create a secure and comfortable future by crafting a tailored strategy that ensures your financial needs are met throughout your golden years. Learn More
Life in Transition
Experience our wealth management solutions for lives in transition, designed to navigate life's significant events with ease, ensuring financial stability and peace of mind during times of change. Learn More
Institutional Money Management
We believe that value investing offers better long-term rewards and helps mitigate risks during market turbulence. Our investment philosophy is rooted in this belief, and we strive to apply it to all of our investment strategies. Learn More
Meet Your Team
BirdRock is proud to have an accomplished team of investment professionals, boasting extensive experience in managing finances for large pension funds, families, friends, and clients who place their unwavering trust in our capabilities. Our team continually monitors the economic landscape and actively manages client portfolios, adapting our strategies to accommodate market shifts.
Steve Levy
President
Stephanie Boeke
Investment Advisor
Christina Borger
Managing Director
Jack Tamez
Senior Research Analyst
Aaron Soderberg
Director Sales & Marketing
Gustavo Artaza
Founding Partner
Heather Justman
Chief Financial Officer
Laura Baños Lugo
Client Service SpecialistOur Services
In-Depth Market Research for Long-term Success
Our commitment to mitigate volatility and risk while protecting and growing your assets. is driven by our focus on rigorous market research. We build robust and well-diversified investment portfolios for our clients, ensuring that your financial foundation remains strong and resilient over time. Choose BirdRock Wealth for steadfast guidance and enduring financial success.
Resources
We believe that financially savvy clients are the best clients. We partner with our clients to broaden and enhance their financial education and wealth building knowledge.