About Our Fee-Only Wealth Management Firm
A Boutique Firm, by design
For nearly 30 years, we’ve believed great financial advice starts with understanding the people we serve.
How we work together.
Every relationship begins with the same thoughtful process. We get to know you, and
from there, we tailor the depth of planning, meeting cadence, and ongoing
coordination to the complexity of your financial life.
Let's get to know each other.
We start with a conversation to understand your goals, walk through our approach, and determine together whether we're the right fit. No pressure. No obligation.
Define your relationship
Together, we'll determine the relationship model that's right for you, complete the onboarding process, and begin building your financial plan.
An ongoing rhythm.
From there, we implement the meeting cadence that aligns with your needs including proactive planning, regular check-ins, and coordination with your CPA and attorney as appropriate.
Every client is supported by a team of three - a primary advisor, an associate advisor, and a backup advisor - so you always have a team that knows you, understands your goals, and is ready to help.
The Astoria difference
Boutique By Design
We intentionally keep our advisor to client ratio small, so every client receives personal attention, thoughtful advice, and direct access to their advisory firm
Fee-Only Fiduciary
Our advice isn’t influenced by commission or product sales-only by what’s in your best interest.
Integrated Planning
We bring every piece of your financial life together - investments, tax, retirement, estate and more - so your plan works as one.
Long-Term Relationships
We’re here for the long run - through life’s milestones and market cycles - as a trusted partner you can count on for generations.
Guided by purpose, built for the long run.
Astoria Strategic Wealth, Inc. (“Astoria”) was founded in Austin, Texas in 1996 with military roots and a simple belief: financial advice should be personal, disciplined, and always guided by what’s in the client’s best interest.
The name Astoria reflects that philosophy. Inspired by the stars – long used for guidance and navigation – it reminds us that our role isn’t to predict the future, but to help clients move through it with clarity and confidence.
Today, those same principles continue to shape the fabric of every relationship we build.
As a fee-only fiduciary, we’re compensated only by our clients – not commissions or product sales. Our fees are transparent, competitive, and aligned with the level of planning, coordination, and ongoing support you need.
We believe clients should choose an advisor based on the quality of advice, the strength of the relationship, and the value they receive.
The people in your corner.
One team, one shared standard of care. Get to know the advisors and
specialists who support our clients every day.
Kirby Jacobson, CFA®, CFP®
Managing Principal & Chief Investment Officer
Brian Cox, MBA, CFP®
Principal & Chief Compliance Officer
Russell Jacobson, CFP®, CEPA®
Principal & Senior Advisor
Mandi Moynihan, CFP®
Chief Marketing Officer & Senior Advisor
Meredith Carrington
Operations Associate
Amber Picard, CFP®
Advisor
Shari Seidman
Associate Client Advisor
Taylor Wilcox, FPQP®, CDFA®
Advisor
See if Astoria is the right fit.
The best way to understand how we work is a conversation. We’ll listen
first, then tell you honestly whether we can help.
