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Fiduciary Financial Planning Services for Cedar Park

Fiduciary Financial Planning Services for Cedar Park

Strategic Investment Management is a leading Austin-based firm that also serves the surrounding areas, including Cedar Park. As a fiduciary financial services firm, we provide personalized attention and recommendations made in your best interest so you know you can trust us. Our team has more than 30 years of experience in financial planning, giving us the expertise to provide purpose, vision and direction to you as you pursue your goals. Our client-centered approach helps empower you to achieve what you want.

Why Work with a Top Investment Management Firm Serving Cedar Park?

We’ve adhered to the highest principles in the industry for years, and because of this, we’ve secured a solid reputation. We explain and educate our clients without industry jargon so you can gain the tools to excel on your own and achieve your financial dreams. Our advisors have a deep understanding of personal finance backed by extensive training so we can empower each of our clients to achieve your goals and focus on what matters most.

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, as well as how they might impact each aspect of your financial portfolio. Our office is accessible to clients and ready to provide expert financial planni

Your Financial Planning Firm in Cedar Park, Texas

Our team is proud to possess credentials and certifications that set Strategic IM apart from other investment management and fiduciary financial planning firms in Austin and Cedar Park, 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

Comprehensive Plans for Your Financial Goals with Strategic Investment Management

If you are interested in professional financial planning and guidance built around your goals, values and objectives, call the Strategic Investment Management Austin office at 512.341.9898, or request a consultation online.