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Best Financial Advisors in Austin
Austin-Round Rock Financial Planners
The Austin-Round Rock-Georgetown metro has become one of the most dynamic regions in the country. With its thriving tech scene, rapid population growth, and entrepreneurial spirit, Central Texas attracts professionals and families looking to build futures with both ambition and security. But success brings complexity—how do you plan for retirement, balance investments, and protect wealth in a market that moves as quickly as Austin itself?
That’s where financial advisors come in. These professionals don’t just run the numbers—they help shape long-term strategies that empower individuals, families, and businesses to thrive. From retirement planning and tax efficiency to estate management and wealth preservation, advisors play a critical role in keeping Central Texas financially resilient.
🔦 Methodology: How We Selected These Financial Advisors
✨ Comprehensive Research—We examined dozens of professionals across the metro, including freelancers, solo practitioners, and advisors at established firms.
🔹 Professional Credentials—Priority was given to those holding advanced certifications like CFP®, ChFC®, and MBA, reflecting a commitment to rigorous standards.
📌 Career Achievements & Recognition—We considered industry awards, community involvement, and thought leadership.
🔹 Client-Focused Approach—Advisors known for transparency, education, and personalization stood out.
✨ Local Impact—Every advisor featured works with clients in Austin-Round Rock-Georgetown, contributing to the region’s financial growth.
This methodology ensures that our readers aren’t just meeting qualified advisors—they’re meeting trusted professionals with a proven record of excellence. Learn more about how we evaluate professionals on our About Page, and check out our resource on finding the right consultant.
🌟 Meet the Financial Advisors Making Things Happen in Austin
♦️Trish Chan
Associate Financial Advisor at Bull Oak
Trish Chan approaches financial planning with empathy and precision. Her clients include professionals in career transition, retirees planning for stability, and families navigating major milestones. Trish focuses on holistic financial health, meaning she integrates investment strategies with budgeting, debt management, tax planning, and insurance. Her ability to see the bigger picture allows her to craft solutions that go beyond wealth accumulation to create true financial resilience.
Why Trish Stands Out
✨ Specializes in holistic, people-first financial strategies
📌 Strong track record of guiding clients through life transitions
🔹 Advocates for financial literacy in the Austin community
♦️Grant Daley
Financial Advisor at Eltekon Advisors and Sports Group, LLC
Grant Daley has spent years refining his ability to design strategies that balance risk and opportunity. Known for his analytical rigor, Grant helps clients weather volatile markets while keeping their eyes on long-term goals. His planning often integrates retirement frameworks, estate considerations, and tax efficiency. Clients appreciate his data-driven approach, but also his ability to translate numbers into actionable, human-centered strategies.
Why Grant Stands Out
✨ Expertise in retirement and estate planning
📌 Emphasizes data-backed decisions to withstand market shifts
🔹 Active contributor to Austin’s professional and business networks
♦️Jane Mepham
Founder & Principal Advisor at Elgon Financial Advisors
Jane Mepham is recognized for her global perspective and advocacy for financial inclusion. With a background that bridges cultures and a career rooted in the Austin market, she tailors financial plans to meet the realities of diverse clients. Jane’s work often goes beyond wealth management—she helps individuals align money with values, legacy, and life purpose. Her thought leadership in financial equity makes her a standout in both the local and national financial planning conversation.
Why Jane Stands Out
✨ Advocate for diversity and inclusion in finance
📌 Integrates global perspectives with local needs
🔹 Thought leader on wealth equity and financial literacy
♦️Raoul Celerier
Co-Managing Partner at Austin Private Wealth
Raoul Celerier blends international experience with a deep commitment to Central Texas clients. His expertise covers retirement readiness, long-term portfolio design, and multi-generational planning. With his CFP designation, Raoul offers a structured yet flexible approach, recognizing that client goals shift over time. He has earned trust by prioritizing transparency and adaptability, two traits vital for today’s fast-moving financial world.
Why Raoul Stands Out
✨ Brings a cross-cultural and global perspective to planning
📌 Known for retirement and legacy planning strategies
🔹 Focused on client trust and transparency
♦️Dan Kraus
Co-Managing Partner at Austin Private Wealth
Dan Kraus is an advisor with a reputation for thoughtful, disciplined strategies. He focuses heavily on retirement planning, portfolio design, and tax-aware financial frameworks. Dan works closely with clients to create stability, even in times of economic uncertainty. His ability to simplify the most complex aspects of financial planning makes him a sought-after advisor in the Austin area.
Why Dan Stands Out
✨ Specializes in tax-efficient wealth strategies
📌 Recognized for helping clients transition into retirement
🔹 Simplifies complex financial concepts into clear steps
♦️Jordan Benold
OWNER & CERTIFIED FINANCIAL PLANNER™ at Benold Financial Planning
Jordan Benold combines the analytical depth of an MBA with the expertise of a CFP. His work is particularly valued by business owners and entrepreneurs navigating Austin’s dynamic economy. Jordan helps clients align personal wealth with business growth, ensuring both work in harmony. His strategies often focus on risk management, portfolio resilience, and business succession planning, making him a trusted guide for Central Texas professionals.
Why Jordan Stands Out
✨ Skilled in integrating business and personal financial planning
📌 Creates resilient portfolios for entrepreneurs
🔹 Contributes to financial literacy efforts in the community
♦️Gay F. Thompson
Financial Advisor at Per Stirling Capital Management, LLC
Gay F. Thompson has earned her CFP designation and with it, a reputation for creating financial plans that are as compassionate as they are effective. With years of experience, Gay specializes in working with individuals preparing for retirement, families planning for education, and professionals looking to create long-term financial stability. She takes a holistic approach, incorporating lifestyle goals, values, and future legacies into her planning. Her ability to integrate both technical and emotional aspects of finance has made her a trusted voice for many in the Austin area.
Why Gay Stands Out
✨ Expertise in retirement and estate planning
📌 Emphasizes values-based financial strategies
🔹 Known for her client-first, empathetic approach
♦️Sophia Bera Daigle
Founder & Principal Financial Planner at Gen Y Planning
Sophia Bera Daigle is a nationally recognized financial planner who broke barriers by creating a model of advising tailored to millennials and younger professionals. Her work demonstrates that financial planning isn’t just for the wealthy—it’s for anyone who wants to build confidence in their financial future. Through her innovative fee-only approach, Sophia has made financial advising more accessible to generations often underserved by traditional wealth management. She is also a frequent voice in the media, sharing insights on financial literacy and empowerment.
Why Sophia Stands Out
✨ Pioneer of millennial-focused financial planning
📌 Featured in national media for her innovative fee-only model
🔹 Advocates for inclusive, transparent advising
♦️Paul Smith
Financial Adviser and Partner at Physician's Resource Services
🔗 LinkedIn
Paul Smith brings an impressive portfolio of credentials—CFP®, ChFC®, and MSFS—that highlight his deep technical expertise. Over his career, Paul has become a trusted advisor for individuals and families who need sophisticated financial strategies covering retirement, estate planning, and tax efficiency. Beyond technical skill, Paul is known for his ability to mentor both clients and colleagues, contributing to the growth of the financial planning profession. His reputation reflects decades of dedication to both his clients and his community.
Why Paul Stands Out
✨ Advanced credentials across multiple planning disciplines
📌 Expertise in retirement, tax, and estate strategies
🔹 Recognized for mentorship and leadership within the profession
♦️Daphne Jordan
Partner | CERTIFIED FINANCIAL PLANNER® at Pioneer Wealth Management
Daphne Jordan approaches financial planning as more than numbers—it’s about aligning life goals with financial realities. She is a CFP who has worked with a diverse group of clients, helping them prepare for major life changes while building long-term stability. Daphne emphasizes life-centered planning, ensuring clients feel supported through all stages of their journey. Her empathetic approach makes her a natural educator and guide, empowering clients to take ownership of their financial future.
Why Daphne Stands Out
✨ Specializes in life-centered financial planning
📌 Known for her educational approach and client empowerment
🔹 Recognized for contributions to financial literacy initiatives
♦️Anna (Pisapia) Popke
Owner and CFP at Majestic Oak Financial, LLC
Anna Popke is a CFP and Retirement Income Certified Professional (RICP), making her a go-to advisor for clients preparing for or entering retirement. She focuses on strategies that maximize income in retirement while minimizing risks and tax impact. Her work often includes designing withdrawal strategies, evaluating long-term care considerations, and planning for longevity. Anna is respected for her precision and ability to bring compassion into the planning process, helping retirees feel confident and secure in their future.
Why Anna Stands Out
✨ Expertise in retirement income distribution strategies
📌 Strong emphasis on longevity and tax-efficient planning
🔹 Trusted for her precision and compassionate guidance
♦️Scott Jacobsmeyer
President and CFP at Argent Wealth Management, Inc.
Scott Jacobsmeyer is a CFP who has developed a reputation for comprehensive financial planning across multiple life stages. His work includes everything from helping young professionals establish their first investments to guiding retirees through estate planning. Scott’s steady and transparent approach ensures that clients always feel informed and supported, especially during market uncertainty. His ability to keep clients focused on long-term objectives is one of his greatest strengths.
Why Scott Stands Out
✨ Focused on comprehensive, long-term financial planning
📌 Known for transparency and clarity with clients
🔹 Provides calm, steady guidance during volatility
♦️Laurence Egle
Certified Financial Planner and Wealth Advisor at Eagle Harbor Financial
Laurence Egle is a financial advisor who takes a holistic, strategic approach to planning. His work encompasses wealth accumulation, estate planning, and long-term investment strategy. Laurence’s ability to tailor strategies to each client’s unique needs reflects his commitment to personalization. His focus on tax efficiency and wealth preservation makes him particularly valuable for families looking to secure multi-generational legacies.
Why Laurence Stands Out
✨ Expertise in holistic financial and estate planning
📌 Strong emphasis on tax efficiency
🔹 Trusted for personalized, long-term strategies
♦️Chris Cybulski
Financial Planner at Chisholm Trail Financial Group
Chris Cybulski is a financial professional known for creating practical and adaptable financial strategies. His work emphasizes building resilience in client portfolios while ensuring that short-term needs are never overlooked. Chris’s approachable style makes him a trusted partner for clients looking for long-term relationships in financial planning. He is respected for helping clients feel confident in both everyday money management and long-term investing.
Why Chris Stands Out
✨ Balances short-term needs with long-term wealth growth
📌 Simplifies complex strategies for clients
🔹 Builds trust through approachability and consistency
♦️Mark D. Olson
Founder and Principal at Horizon Wealth Strategies
Mark Olson brings decades of financial planning experience, offering clients stability and deep expertise in retirement and estate planning. He is particularly effective in creating strategies that span multiple generations, helping families preserve and grow wealth over time. His presence in the field for many years underscores his credibility and long-standing commitment to client success.
Why Mark Stands Out
✨ Specializes in multi-generational financial planning
📌 Respected for his stability and experience
🔹 Known for designing strategies that withstand economic shifts
♦️Derek Ripp
Partner, Senior Wealth Advisor at Austin Wealth Management
Derek Ripp has built his career around helping clients gain clarity and security in their financial lives. As a CFP, Derek emphasizes structured planning and disciplined portfolio management. His clients value his ability to integrate financial education into advising, ensuring they understand the strategies in place. Derek is known for his personalized service and patient approach, building long-term relationships based on trust.
Why Derek Stands Out
✨ Focuses on disciplined portfolio management
📌 Strong advocate for financial education
🔹 Known for personalized and steady client support
♦️Clint McCalla
Senior Client Advisor and CERTIFIED FINANCIAL PLANNER™ at MEIRA Wealth
Clint McCalla is a CFP who helps clients navigate both everyday financial challenges and long-term planning goals. He emphasizes retirement readiness and wealth management, ensuring clients are well-prepared for future transitions. Clint’s clear communication and empowering style make him a standout in the Austin financial planning community. His philosophy is centered on helping clients align financial decisions with personal values and lifestyle aspirations.
Why Clint Stands Out
✨ Expertise in retirement planning and comprehensive wealth management
📌 Recognized for clear communication and client empowerment
🔹 Focuses on long-term planning rooted in values
The Role of Financial Advisors in Austin
Austin-Round Rock-Georgetown is a region defined by growth and innovation. But with that growth comes financial complexity, and the advisors featured here play a central role in helping Central Texans navigate it all. They provide clarity in retirement planning, security in wealth management, and confidence in life transitions.
At Digital Reference, we’re committed to connecting people with professionals who inspire trust and deliver results. Whether you’re looking for a financial advisor, a business consultant, or another specialized professional, our resources are here to help. Explore our About Page and our guide to finding the right consultant to learn more about how we curate trusted professionals.
Unlock insights that drive stronger strategies and leadership clarity. Explore more from Digital Reference:
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Financial advisors in the Austin–Round Rock–Georgetown area bring together innovation, strategy, and a deep commitment to community. Their guidance empowers families, professionals, and business owners to navigate financial choices with clarity and confidence. Just as they stand as trusted partners in securing long-term futures, Digital Reference is here to connect you with the transparency and talent that make a difference. The most effective place to start is right here, only at Digital Reference.
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