BirdRock Wealth

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9433 Bee Cave Rd Bldg Ii Ste 203
Austin, TX 78733

BirdRock Asset Management is an independent financial advisory firm based in Austin, TX, offering personalized investment services and comprehensive financial planning to clients. With a focus on trust, transparency, and professionalism, they have gained national recognition as a top independent wealth management firm.

Comprised of an experienced team of investment professionals, BirdRock takes a holistic approach to building wealth and managing financial assets, aiming to secure their clients' financial futures so they can live a life they love. As a fiduciary, they prioritize the best interests of their clients and strive to create lifelong partnerships, providing expert investment strategy and portfolio management.

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5.02 reviews
Ford F.
1/5/2021

My mother and I invested her total retirement portfolio with BirdRock and I am very happy with the result. Stephanie and Steve took the time to assess her risk tolerance, short and long term...

Tanya M.
9/13/2023

I first met Steve about 10 years ago & after getting to know him, Stephanie & the rest of the team, I decided to move all of my asset accounts to his firm. I love that he is a fiduciary, rather...

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