BirdRock Wealth Management is an independent, employee-owned Registered Investment Advisor (RIA) based in Austin, Texas, offering comprehensive, fee-only financial services to individuals and institutions. Founded in 2006, the firm specializes in holistic wealth management, investment strategy, asset management, retirement planning, and institutional money management.

As a fiduciary, BirdRock prioritizes clients’ best interests, providing transparent, commission-free advice tailored to each client’s unique financial goals. The firm’s investment philosophy emphasizes long-term value investing, diversification, and risk mitigation, aiming to build and preserve wealth through customized portfolios.

BirdRock’s team of experienced professionals collaborates closely with clients, offering personalized financial planning and ongoing support to navigate life’s transitions and achieve financial security.