Jasen L. Wallace
CFP®, MSFinancial Advisor
Financial Advisors in Austin, TX
At Savant Wealth Management in Austin, TX, our fiduciary financial advisors can help you approach your financial future with confidence and clarity. As a fee-only, majority employee-owned firm, we offer objective advice that aligns with your best interests. From our office at 4101 Parkstone Heights Drive, we work with individuals, families, and business owners to help create customized strategies for managing, growing, and protecting wealth.
While most of our clients have $750,000 or more in investable assets, we also collaborate with those who anticipate meaningful financial growth from career advancement, business ownership, or inheritance. Our team works closely with clients looking to bring investment management, tax preparation, and estate planning under one team rather than coordinating between separate providers.
If you’re preparing for retirement, navigating complex financial decisions, or aiming to align your investment, tax, and estate planning strategies, our Austin-based team is here to help. Schedule your introductory consultation to learn how Savant can help support your long-term goals with clarity and confidence.
Why Choose Savant in Austin for Financial Planning?
Savant Wealth Management brings national depth and local insight to every client relationship. Our Austin advisors provide personalized guidance with the support of a collaborative, credentialed team. As fiduciaries, we must legally act in your best interests, and we provide transparent advice. From building your wealth to protecting what you’ve earned, we focus on your goals and offer ongoing support through every stage of life.
Texas has no state income tax, which shifts more of the planning emphasis toward federal tax strategy, property tax considerations, and how you structure investment decisions. Our Austin team can help evaluate these factors through a coordinated approach designed to support both near-term needs and long-term goals.
Financial Planning Services Offered at Our Austin Office
Our Austin office offers comprehensive financial services designed to help you meet your evolving needs. From investment and retirement planning to estate planning and tax strategies, our integrated team approach helps ensure every part of your financial life works in harmony. By bringing together multiple financial disciplines, we can help clients make informed decisions and adapt strategies as circumstances change over time. Explore the service options below to see how Savant can help you pursue your goals.
Meet Our Austin Financial Advisors
Our Austin financial advisors bring years of experience and a fiduciary commitment to every client interaction. With specialized knowledge in tax strategy, estate planning, and investment management, we offer well-rounded support for individuals, families, and business owners across the region. We take pride in serving the Austin community with thoughtful guidance and a personalized approach tailored to your goals.
David W. Bregger
CFP®Financial Advisor
Galen A. Rasche
CFP®, MS, MBAFinancial Advisor
Matthew C. Weinheimer
CFP®Lead Advisor / Financial Advisor
Financial Planning Tools and Resources for Austin, TX Residents
Informed financial decisions start with the right resources. Our Austin team provides planning tools, educational insights, and financial guidance designed to help you evaluate opportunities, navigate important decisions, and stay focused on your long-term goals. Below you’ll find articles for Austin-area readers, live and on-demand webinars, and planning guides covering topics such as equity compensation, business transitions, and retirement income.
Savant's Financial News & Views | Austin, TX
Citywire Recognizes Savant as a Top Growth Firm
Savant Wealth Management was named a runner-up on Citywire’s 2026 50 Growers Across America list, recognizing the firm’s continued growth.
Why Exencial Chose Savant: A Conversation with John Burns and Caleb Dillard
Exencial leaders share why they partnered with Savant and how the firms align in their approach to clients, values, and growth.
How Austin Residents Can Build a Tax-Efficient Investment Strategy
Building a tax-efficient strategy in Austin involves more than selecting investments. Thoughtful planning can help manage taxes and support long-term goals.
Planning for a Liquidity Event: A Guide for Austin Entrepreneurs and Executives
Building a tax-efficient investment strategy in Austin, Texas requires careful planning. A structured approach can help manage taxes and support long-term outcomes.
Upcoming Webinars
Working on Your Own Terms: A Guide to Semi-Retirement
October 7 | 1:00 PM CTDon't Miss This Webinar! Have $750K+ saved? Learn about semi-retirement and factors to consider when transitioning from full-time work.
Save Your Seat
Medicare Planning for High-Net-Worth-Retirees: Common Mistakes to Avoid
October 14 | 1:00 PM CTNavigating Medicare – Preparing for retirement? Explore Medicare considerations in a webinar designed for those with $750K+ saved.
Sign Up
Is It Time to Move? Financial Considerations for Retirees
October 21 | 1:00 PM CTConsidering a move in retirement? Explore key considerations. Intended for those with $750K+ saved.
Register Today
Webinars On Demand
Did you miss our latest webinar? Do you like to do video learning on your own time? Catch our webinars on demand here or watch some of our “Ask an Advisor” series of videos for financial wisdom, available to you – anytime!
Watch NowFAQs About Financial Advisors in Austin, Texas
Why work with a financial advisor in Austin, TX?
Working with a local financial advisor in Austin provides access to personalized guidance and ongoing support as your financial needs evolve. Whether you’re planning for retirement, managing investments, or navigating major financial decisions, a local advisor can help you create a strategy aligned with your goals.
How does living in Texas affect financial planning?
Texas has no state income tax, which places more emphasis on federal tax strategy and property tax considerations. A coordinated approach can help you evaluate these factors together.
What wealth management services are available through Savant’s Austin office?
Our Austin office offers investment management, retirement planning, estate planning, tax advisory services, trust services, accounting and consulting services, and wealth management strategies designed to help support long-term financial goals.
How can a financial advisor help with equity compensation?
Equity compensation often involves decisions around timing, tax treatment, and how much of your wealth sits in one company. A financial advisor can help evaluate these alongside your broader investment and tax strategy.
How often should I review my financial strategy in Austin?
Many individuals review their financial strategy annually and after major life or financial events such as retirement, career changes, inheritance, business transitions, or significant market shifts.
What should I look for when choosing a financial advisor in Austin, TX?
Consider the advisor’s experience, planning philosophy, compensation structure, and ability to guide you across multiple areas of your financial life.
How do I get started with a financial advisor in Austin, TX?
Most client relationships begin with a conversation about your goals, financial priorities, and current situation. From there, an advisor can help develop a personalized strategy tailored to your needs.
Connect with a Financial Advisor in Austin, TX Today
Whether you’re planning for retirement, navigating equity compensation, or preparing for a business transition, our Austin advisors are here to help. Contact our office at 512.372.8118, or schedule a consultation to discuss your priorities and learn how personalized financial guidance can help support your long-term goals.
