Fee-Only Financial Planner in Austin, TX.
Boutique, fee-only financial planning and wealth management for individuals, families, business owners, and executives in Austin and across the country.
Wealth Management in Austin and Beyond.
Astoria Strategic Wealth has called Austin home since 1996. While we now serve clients across Texas and the nation, our roots began here. We provide coordinated, fee-only financial planning that brings your investments, taxes, retirement, and estate planning together under one dedicated advisory team.
- Financial planning built around your goals
- Low-cost, tax-aware investment management
- Retirement income strategies
- Proactive tax planning to help reduce lifetime taxes
- Estate and legacy planning
Because we’re a virtual firm, working with us is easy from anywhere in Austin and surrounding areas. You get a dedicated team of three advisors and the high-touch experience of a boutique practice on your schedule.
Phone Number
(888) 321-7374
Let's talk about what matters to you.
A first conversation is simple and pressure-free. We’ll learn what you’re
working toward, answer your questions, and tell you honestly whether
we’re the right fit.
