Brighton Jones of Austin

Brighton Jones of Austin is a financial planner in Austin, TX. The firm serves individuals, families, and business owners by unifying their financial future across investments, taxes, real estate, and private investments. Its practice covers wealth management, tax advisory, retirement plan advisory, family office services, and women’s wealth planning. The team operates under a fiduciary responsibility to clients, addressing the full scope of financial planning including estate strategies, insurance, risk assessments, philanthropy, and multi-generational wealth. The firm holds a 5.00 rating based on customer reviews.

The Austin team utilizes a Personal CFO approach to align client wealth with their values and lifestyle goals. This methodology involves a proprietary process that coordinates investments, executive compensation, retirement, estate planning, charitable giving, and private investments. The firm also offers vocational freedom planning for those considering retirement or career shifts, along with proactive tax planning to manage income, equity compensation, and charitable gifts. The Tax Advisory Group consists of experienced CPAs and tax lawyers who work alongside the Personal CFO to provide holistic strategies. Additionally, the firm provides retirement plan consulting and investment management for participating employees through its partnership with OpenPlan.

The office is located at 301 Congress Ave, Floor 12, in Austin. It sits on the main road, Congress Avenue, just a short distance from the Texas Toy Museum and Arcade. The location is also near the Original Site of First Methodist Church of Austin memorial and the Cypress Grove public artwork.

The firm is known for its positive customer rating and its specific focus on integrating tax, estate, and investment strategies. It serves the Austin area with a team that includes advisors, directors of estate planning, and specialists in real estate and business development.

Brighton Jones of Austin provides a coordinated financial strategy for residents seeking to align their wealth with their personal and professional goals in the city.

Services:

• Family Office
• Retirement Plan Advisory
• Tax Advisory
• Wealth Management
• Women’s Wealth