Austin Wealth Management
Austin Wealth Management is an independent financial planning company in Austin, TX. We serve as professional educators and advocates for the financial well-being of families in Texas and around the world. Our mission is to constantly improve the way financial advice is given so that people will make better decisions to improve their quality of life and sense of financial security. Our inspiration to create a client-driven financial planning service was born from our experience in a predominantly sales-driven financial industry. We saw the good, the bad, and the ugly of the business and created Austin Wealth Management to support a new direction by placing clients at the center of innovation and attention. We believe that the business of financial advice can and should be rooted deeply in the best research available and delivered with personalized care to you, the client. We are advocates, not salespeople. We never stop learning. We listen to our clients. We welcome change. We believe in the power of integrity and honesty.
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Verified contacts
18
available on Kipplo
LinkedIn employees
22
11 to 50 range
Open roles
—
no listings
Distinct roles
15
indexed titles
Tech stack
1
tools in use
Monthly traffic
293
organic / mo
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Decision-makers and verified team members
18 contacts with verified email or phone · masked until revealed.
- DR
Derek Ripp
Partner, Senior Wealth Advisor · Finance & Accounting
EmailPhone - CK
Cody Kesterke
Sr Client Service Associate & Insurance Specialist · Other
EmailPhone - MG
Manisha Gupta
Financial Planning Manager · Finance & Accounting
EmailPhone - AC
Alison Cohen
Senior Client Service Associate · Customer/Client Service
EmailPhone - BC
Brooke Cole
Client Service Associate · Customer/Client Service
EmailPhone - DL
David Lowe
Financial Planning Associate · Finance & Accounting
EmailPhone - HS
Haley Spies
Orion · Other
EmailPhone - JT
John Toungate
Financial Advisor · Finance & Accounting
EmailPhone - NY
Nader Youssef
Investment Associate · Finance & Accounting
EmailPhone
Showing 9 of 18 verified contacts
Top roles at Austin Wealth Management
15 distinct titles indexed · top 10 shown.
- 2financial planner
- 2trading and data specialist
- 1401(k) consultant & wealth advisor
- 1chief operations officer
- 1client service associate
- 1client service associate and office manager
- 1financial advisor
- 1financial planning associate
- 1financial planning manager
- 1investment associate
- +5more titles
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