The Best Financial Advisors in Austin in 2025

About Archer Investment Management

At Archer Investment Management, we help tech professionals and pre-retirees gain clarity and confidence about their financial futures — so they can worry less about money and focus more on enjoying the life they’ve worked hard to build.

Many of our clients are high earners navigating tech equity compensation, IPO windfalls, and high-stress roles, or individuals preparing for retirement who want a smooth and confident transition.

What makes us unique as financial advisors is our belief that money isn’t just math — it’s deeply connected to your decisions, your dreams, and sometimes even your worries. 

That’s why we design financial plans that don’t just prepare you for the future, but also make your life feel better today. 

By weaving together financial planning, tax strategies, and investment management with proactive guidance, we help clients replace stress and second-guessing with clarity, confidence, and more room for the things that matter most.

The result is a clear plan that reduces stress and creates flexibility in your financial life. 

Whether you’re aiming to retire early, shift into more fulfilling work, or maximize the wealth you’ve worked so hard to build.

Here’s what clients say about working with Archer:

“I was quite literally afraid of getting help and of all that it involved. It’s been wonderful. No kidding: best decision ever!

I’m not finance-oriented by any measure, but luck came my way for once and I found myself having enough assets to need some help. Only I didn’t know what kind of help I needed and it’s easy to get overwhelmed quickly and I was on like year number whatever of being overwhelmed and I just kicked that can down the road every year.

After a short search, I found Archer’s team and quickly just pushed other options off the table and signed on. They’ve actually been able to simplify things in a way that makes me feel like I can manage my life and not worry about it all for the first time in years. I basically had all eggs, but no basket. Now I have a comprehensive plan from some incredible staff and I actually love the process instead of dreading the matter.

Simply put, Archer has changed how I view my own finances and what used to be a cause of stress for me is now a giant sigh of relief. I said in the title it was the best decision ever and I mean it: this has 100% seriously no-fingers-crossed changed my life. If you’re like me and you’ve been debating if you even need this kind of help, then yes… yes, you do!”

Scott
Received via WealthTender on July 10, 2024

Disclosure: These testimonials were provided by current Archer Investment Management clients and may not be representative of the experiences of other clients. The clients were not compensated, nor are there material conflicts of interest that would affect the given testimonials. View more reviews on WealthTender or Google.

That said, we know we aren’t the right fit for everyone. That’s why we’ve compiled this list of other respected financial advisors in Austin for 2025 to help you find the right match for your unique situation.

Disclaimer: This list is not exhaustive. It reflects our opinion only and should not be considered a testimonial or endorsement of any advisor included.

Other Top Financial Advisors in Austin in 2025

1. LeafHouse Financial

Specialty: 

• High-net-worth families
• Institutional retirement plans

Why They Stand Out: LeafHouse is one of Austin’s largest independent RIAs, managing over $2 billion in assets. They’re known for their retirement plan investment management expertise, fiduciary advice, and proprietary technology platform that streamlines complex portfolio oversight.

2. Reap Financial

Specialty:

• Entrepreneurs
• Families focused on legacy planning

Why They Stand Out: Reap operates as a “virtual family office,” guiding clients through tax strategy, estate planning, retirement income, and investments. They’re particularly strong for entrepreneurs and affluent families who want to preserve and grow wealth across generations.

“Chris and his team enabled me to retire and continue to enjoy a very comfortable lifestyle. Their level of professionalism, fiscal knowledge and integrity is very hard to find in these competitive times. Reap Financial guided us through the many investment loopholes, ensuring we placed our savings in the right buckets.

For anyone looking for financial peace of mind in their later years, I would not hesitate to recommend Chris and his team at Reap Financial.”

Keith M.
Received via Google Review in May 2025

3. Austin Wealth Management

Specialty: 

• Holistic wealth planning with ongoing client access

Why They Stand Out: Austin Wealth emphasizes collaboration and education. Clients gain access to a secure wealth management system to track progress, paired with regular check-ins and proactive communication.

4. DESMO Wealth Advisors

Specialty: 

• Fee-only financial planning informed by behavioral economics

Why They Stand Out: Led by Dr. Massi de Santis, Ph.D. and CFP®, DESMO integrates behavioral economics into comprehensive, fee-only planning. Their approach helps clients identify and overcome biases that can derail financial progress.

5. Elgon Financial Advisors

Specialty: 

• Immigrants
• Professionals with equity compensation

Why They Stand Out: Founded by Jane Mepham, CFP®, Elgon focuses on immigrant families and professionals navigating equity compensation. Jane’s IT background and personal immigrant experience give her unique insight into the challenges these clients face.

“Jane is not only a great financial advisor but also knowledgeable, kind, and hard working.

She’s ready to do the research to help advise on tricky financial decisions or provide the depth of knowledge she already has on cross-border financial advice. 

We’re so happy we chose Jane as our advisor.”

Mat B.
Received via Wealthtender in March 2025

How Archer Investment Management Is Different

When you’re searching for the right financial advisor, it can be difficult to spot the differences. 

Here’s what sets Archer apart:

• Client-first, always. As fiduciaries, we’ll never recommend strategies you don’t need.
• Quality over quantity. We limit the number of clients we serve to ensure deeply personalized guidance.
• 100% digital. From paper-free planning to secure dashboards, our approach is built for modern professionals.
• Proactive planning. We provide ongoing reviews, annual check-ins, and Flourish Meetings to keep your plan aligned with your goals as life changes.

Recognition & Awards

Archer Investment Management has been recognized with several national awards, including:

• Forbes Best-In-State Wealth Advisors (2025)
• Forbes Top Women Wealth Advisors (2025)
• Forbes Top Next-Gen Wealth Advisors (2025)
• Wealthtender Voice of the Client Highly Rated Firm (2025)
• Wealthtender Voice of the Client Highly Rated Advisor (2025)

To learn more about our professional certifications and awards, click here.

See all award disclosures here.

The Bottom Line

Austin is home to a wide range of excellent financial advisors, each with unique specialties and strengths. If you’re looking for guidance, you have strong options across the city.

But if you’re a tech professional navigating equity compensation or a pre-retiree preparing for your next chapter, Archer Investment Management may be a great fit for you.

We help clients reduce stress, create flexibility, and build an intentional financial plan that supports the life they want to live today and tomorrow. 

Want to learn more? Schedule a free consultation with one of our CERTIFIED FINANCIAL PLANNERS® today.