Investment decisions are as much about deciding how to manage your wealth as they are about deciding who should manage your wealth. As a fee-only wealth management firm, we are advocates for our clients and provide financial advice which is as authentic and enduring as our partnership. Whether you have just sold a business, received an inheritance, want to establish a foundation, or simply plan for retirement—when we become partners in your financial future, we intend to be your partner for life. 

Investment Management

Austin Asset

Austin Asset's headquarters in Austin, TX, United States

Eric Hehman

Nathan Janak

Jonathan Davison

This department focuses on providing comprehensive financial strategies and advice to clients in order to help them manage and grow their wealth.

Wealth Planning

This department manages client relationships and oversees service delivery to ensure client satisfaction.

Client Services

This department oversees the strategic direction and overall management of the organization.

Executive Leadership

This department oversees financial strategy and operational management to ensure organizational efficiency.

Finance and Operations

This department focuses on managing and optimizing the operational processes related to wealth management services.

Austin Asset

Org chart

Teams

Wealth Planning

Client Services

Executive Leadership

Finance and Operations

Wealth Management Operations

Offices

Austin Asset

Org chart

Teams

Wealth Planning

Client Services

Executive Leadership

Finance and Operations

Wealth Management Operations

Offices

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