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...
BirdRock Wealth
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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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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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