BirdRock Wealth

BirdRock Wealth is a Registered Investment Advisor based in Austin, TX. Our goal is to help our clients secure their financial future.

BirdRock Wealth is a Registered Investment Advisor based in Austin, TX and has assets under management of $150 Million. BirdRock Asset Management is an Informa-PSN Top Gun Money Manager Of The Decade and Steve Levy is a six-time Texas Monthly Five Star Wealth Manager. The firm's Small Cap portfolio is also ranked Five Stars by Morningstar as of 2/23/2023. Investment performance is GIPS (Global Investment Performance Standards) verified by ACA Compliance Group.

08/16/2024

Downsizing is a great way to ensure financial stability moving into retirement. Not only is it a great way to save money, but it also frees up a lot of time to enjoy yourself.

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08/15/2024

Planning for retirement isn’t an exact science, but making sure that you take every necessary precaution available to you can really help ensure greater security in the long run.

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08/14/2024

Debt is one of the biggest hindrances to retirement planning. It’s important to put a plan in place to eliminate any debt as soon as possible, and The Snowball Method can make it feel a little bit easier to accomplish.

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08/13/2024

Both common and preferred stocks have their advantages, but it’s important to educate yourself on just what they are to create a well-balanced portfolio.
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08/12/2024

Each different type of mutual fund serves its own purpose, and utilizing them properly can bring together your portfolio in a way that properly supports your vision of the future.

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08/09/2024

There’s a reason that 529 Plans are the most common way to save for college, but it still helps to check out the details so that you can utilize them properly.

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08/08/2024

Negotiating a fair divorce settlement is crucial for your financial future. Make sure that you stay in contact with trusted professionals throughout the process so you can set yourself up for the next chapter.

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08/07/2024

Maximizing your investment performance doesn't have to be complicated. Regular portfolio reviews and adjustments with your asset manager can help you stay on track to achieve your long-term investment goals.

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08/02/2024

Market fluctuations can be difficult for even the most seasoned investors to traverse. When the trends start to get a little erratic, a financial advisor can give you the direction you need to make it through the other side better off than before.

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08/01/2024

Downsizing is a great way to ensure financial stability moving into retirement. Not only is it a great way to save money, but it also frees up a lot of time to enjoy yourself.

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07/31/2024

Planning for retirement isn’t an exact science, but making sure that you take every necessary precaution available to you can really help ensure greater security in the long run.

Learn more from our website!
https://zurl.co/9LRe

07/31/2024

Debt is one of the biggest hindrances to retirement planning. It’s important to put a plan in place to eliminate any debt as soon as possible, and The Snowball Method can make it feel a little bit easier to accomplish.

Learn more from our website!
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07/30/2024

Both common and preferred stocks have their advantages, but it’s important to educate yourself on just what they are to create a well-balanced portfolio.

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07/29/2024

A proper financial plan keeps an eye on the future. It’s important to put a plan in place to manage your finances even if you’re unable. The earlier you can start planning, the more prepared you will be.

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07/26/2024

Every investment has its place. Depending on whether you want to be in the driver’s seat or you prefer a little more guidance, it’s worth considering a combination of mutual funds and stocks.

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07/25/2024

As with any investment, reverse mortgages come with plenty of advantages to provide you with financial support in the future. They also come with potential dangers along the way. Get in touch with a BirdRock advisor to see whether a reverse mortgage is a good option for you.

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07/24/2024

You put a lot of care into building a business. Make sure that you put the same amount of effort in when you sell it. It’s worth the time.

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07/23/2024

If you plan on donating to charity, it can also come along with some nice tax benefits. Make sure you plan ahead to maximize the upside.

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07/22/2024

The journey to retirement is long and winding. Make sure you take heed of the road signs along the way to make sure you’re still going in the right direction.

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07/19/2024

Downsizing is a great way to ensure financial stability moving into retirement. Not only is it a great way to save money, but it also frees up a lot of time to enjoy yourself.

Learn more from our website!
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07/18/2024

Going through a divorce has a lot of implications, but it’s important that you take stock of everything upfront so you can make the best decisions you can at the time for your future financial well-being.

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07/17/2024

There are a lot of factors that could have a big financial impact if you don’t do your research when selling your business. Make sure you follow a careful plan when the time comes.

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07/16/2024

Each individual IRA may have its own unique traits, but for the most part, they follow the same guidelines, and familiarizing yourself with them can help you get the most out of your money.

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07/15/2024

When the time finally comes to activate your social security benefits, make sure that you’re ready. Making the most out of your benefits will also help you make the most out of retirement.

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07/12/2024

Real estate is always a solid investment to make for the future. It’s stable and lucrative, and it’s sure to make a valuable addition to any portfolio.

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07/11/2024

Having an HSA is a valuable piece of the puzzle for anyone planning for retirement, but the benefits you receive from this type of account go far beyond assistance with medical.

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07/10/2024

Downsizing is a great way to ensure financial stability moving into retirement. Not only is it a great way to save money, but it also frees up a lot of time to enjoy yourself.

Learn more from our website!
https://zurl.co/9LRe

07/09/2024

Debt is one of the biggest hindrances to retirement planning. It’s important to put a plan in place to eliminate any debt as soon as possible, and The Snowball Method can make it feel a little bit easier to accomplish.

Learn more from our website!
https://zurl.co/9LRe

07/08/2024

Although there’s no way to be certain which direction the stock market will trend on any given day, approaching your portfolio with a well-put-together strategy maximizes your opportunity for success.

Learn more from our website!
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07/05/2024

There are a lot of factors that could have a big financial impact if you don’t do your research when selling your business. Make sure you follow a careful plan when the time comes.

Learn more from our website!
https://zurl.co/9LRe

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Our Story

BirdRock Asset Management is an SEC Registered Investment Advisor based in Austin, TX that opened for business in 2006. The firm has assets under management of nearly $200 million. BirdRock Asset Management is an Informa-PSN Top Gun Money Manager Of The Decade and CEO Steve Levy is an 8-time Texas Monthly Five Star Wealth Manager. BirdRock’s goal is to secure our client’s financial future so they can live a life they love. BirdRock partner’s with Charles Schwab, the largest custodian for independent advisors in the U.S.

Videos (show all)

Planning for retirement isn’t an exact science, but making sure that you take every necessary precaution available to yo...
Each different type of mutual fund serves its own purpose, and utilizing them properly can bring together your portfolio...
Market fluctuations can be difficult for even the most seasoned investors to traverse. When the trends start to get a li...
Planning for retirement isn’t an exact science, but making sure that you take every necessary precaution available to yo...
Going through a divorce can be an emotionally taxing experience, and it can have a significant impact on your finances. ...
Market fluctuations can be difficult for even the most seasoned investors to traverse. When the trends start to get a li...
Planning for retirement isn’t an exact science, but making sure that you take every necessary precaution available to yo...
Divorce is a difficult time to go through, but with the right advice and support, you can make sure that you meet every ...
Employee stock purchase plans are a really beneficial option to have, but utilizing them properly requires some advanced...
Each different type of mutual fund serves its own purpose, and utilizing them properly can bring together your portfolio...
Knowing your ideal risk level is a key part of financial planning. It acts as your compass to help you move with confide...
Each different type of mutual fund serves its own purpose, and utilizing them properly can bring together your portfolio...

Address

9433 Bee Cave Road, Building II, Suite 203
Austin, TX
78733

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm

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