BirdRock Wealth

BirdRock Wealth is a financial planner in Austin, TX. The firm provides independent, fee‑only financial advisory services that focus on the moments that matter most in clients’ lives. It serves individuals and families navigating major life transitions such as retirement, divorce, business exits, and job changes, creating strategies that align with personal goals, time horizons, and risk considerations. Celebrating twenty years in Austin, BirdRock Wealth draws on decades of experience and holds a 5.00 rating from client reviews, serving the greater Austin area and surrounding communities.

The firm’s approach centers on a fiduciary model that avoids selling products or earning commissions, allowing advisors to concentrate on solid financial planning rather than sales. Founded in 2006, BirdRock Wealth emphasizes a personal relationship with each client and offers guidance on retirement income planning, Social Security and Medicare coordination, fraud and identity‑theft protection, as well as clear‑headed planning for divorce, business sales, and new employment benefits. The team is led by President and Chief Investment Officer Steve Levy, an Accredited Wealth Management Advisor who has been recognized as a “Top Gun Money Manager of the Decade” for 2014‑2024 and holds a Morningstar 5‑Star rating. Levy’s background includes roles at Janus Capital and Slaughter & Associates, and he brings academic study of emerging markets from Universidad Colegio Anáhuac. The firm’s staff reflects a commitment to the Austin community, having lived locally since the early 1990s and maintaining a personal, hands‑on approach to each client’s financial future.

With a reputation built on independent fiduciary service, a two‑decade presence in Austin, and a focus on life‑stage planning, BirdRock Wealth stands as a trusted financial planner for residents seeking guidance that is tailored, commission‑free, and deeply rooted in the local community.

Services:

• Asset Management
• Financial Planning
• Holistic Wealth Management
• Investment Strategy
• Retirement Planning