Broker Check
Your Austin Financial Advisor: Fiduciary Financial Planning

Your Austin Financial Advisor: Fiduciary Financial Planning

Strategic Investment Management is a leading team of Austin financial advisors specializing in comprehensive financial planning. As a fiduciary financial services firm, our financial advisors provide personalized attention without conflicts of interest so you can develop a trusting relationship with us. Our team offers more than 30 years of experience, giving us the expertise to provide purpose, vision and direction to you. Each financial advisor on our team takes a client-centered approach to empower you to build a prosperous future.

Why Work with an Austin Financial Advisor?

After years of adhering to the highest principles in the industry, we’ve secured a solid reputation for explaining and educating our clients without industry jargon so you can excel on your own and achieve your financial dreams. Our Austin-based financial advisors have a deep understanding of personal finance backed by extensive training so we can empower people like you to build prosperous futures.

Our office is located in Austin, Texas at 13809 Research Boulevard, Suite 915, giving us perspective into the local market, its specific challenges and opportunities, and how they might impact the totality of your financial portfolio. The office is accessible and our Austin-based financial advisors are ready to provide expert financial guidance to individuals in Austin and the surrounding areas.

Your Team of Austin-Based Financial Advisors

Our team of financial advisors is proud to possess credentials and certifications that set Strategic IM apart from other investment management and fiduciary financial planning firms in Austin, Texas. These credentials and certifications include:

  • Accredited Investment Fiduciary ® (AIF®)
  • 5 Star Wealth Manager by Texas Monthly in 2013, 2014, 2015, 2016, 2019, 2020, 2023

Strategies to Achieve Your Financial Goals: Partner with an Austin-Based Financial Advisor at Strategic Investment Management

If you are interested in the professional guidance of a financial advisor who will build a plan around your goals, values and objectives, call the Strategic Investment Management Austin office at 512.341.9898, or request a consultation online.

Contact Us Today