Financial Planning Services in Austin, TX
Serving Silicon Hills & Texas's Tech Capital
Austin has become America's second-largest tech hub, housing major operations for Apple, Dell, IBM, AMD, and hundreds of growing startups. From Domain Northside to downtown tech towers, we understand the complex financial needs of technology professionals with substantial equity compensation, stock options, and rapid career growth.
Tech compensation often includes pre-IPO equity, stock options, and retention packages requiring sophisticated financial planning and tax strategies.As Texas-licensed financial professionals serving the greater Austin area, we understand the unique opportunities in America's fastest-growing major city. From Apple's massive campus to University of Texas research leaders and State of Texas executives, we provide personalized financial solutions tailored to Austin's diverse high-income professional community.
Major Austin Employers We Serve
- Apple - Technology executives and engineers
- Dell Technologies - Corporate headquarters leadership
- IBM - Technology and consulting professionals
- AMD - Semiconductor executives and engineers
- Facebook/Meta - Social media technology leaders
- Google - Technology and operations executives
- Oracle - Enterprise software professionals
- Tesla - Automotive and energy technology
- University of Texas - Faculty and administration
- State of Texas - Government executives and employees
- Indeed - Technology and HR professionals
- HomeAway/Vrbo - Travel technology executives
In addition to Austin proper, we proudly serve surrounding communities throughout the greater Austin area:
Austin Industry Expertise
Technology Sector Professionals
University of Texas System
State Government Employees
Healthcare & Life Sciences
Austin Expertise, Personalized Service
Texas Tax Advantages for Austin Professionals
- Tech equity and stock option planning
- Tax-efficient retirement strategies
- Startup investment opportunities
- Real estate investment planning
- Business ownership and entrepreneurship
Austin's Tech Executive Lifestyle
- No State Income Tax: Keep more of your substantial tech salary and stock gains
- Lower Cost of Living: Buy more house for less money compared to California
- World-Class Culture: Live Music Capital, SXSW, world-class dining and entertainment
- Tech Innovation Hub: Access to venture capital, startups, and corporate opportunities
- Educational Excellence: University of Texas and top schools for your children
- Outdoor Lifestyle: Lake Austin, Hill Country, and year-round outdoor activities
- Startup Ecosystem: Opportunities for entrepreneurship and angel investing
Austin's most affluent neighborhoods attract tech executives, university leaders, and successful entrepreneurs. These areas feature:
University of Texas Community
- TIAA-CREF optimization and rollovers
- Sabbatical and leave planning
- Research grant and intellectual property planning
- Academic career transition strategies
- Emeritus retirement planning
- Conference and travel expense optimization
Texas state government employees and executives in Austin benefit from: