Broker Check
Fiduciary Financial Planning Services for Round Rock

Fiduciary Financial Planning Services for Round Rock

Strategic Investment Management is a leading Austin-based firm that also serves the surrounding areas, including Round Rock. As a fiduciary financial services firm, we 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 in financial planning, giving us the expertise to provide purpose, vision and direction to you. Our client-centered approach helps empower you to achieve all of your financial goals.

Why Work with a Top Investment Management Firm Serving Round Rock?

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 advisors have a deep understanding of personal finance backed by extensive training so we can empower people like you 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 and how they might impact the totality of your financial portfolio. The office is accessible to clients and ready to provide expert financial planning and guidance to individuals in Austin and the surrounding areas, including Round Rock.

Your Financial Planning Firm in Round Rock, 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 Round Rock, 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 with Strategic Investment Management

If you are interested in professional retirement 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.