BirdRock Wealth

Name: BirdRock Wealth
Address: 9433 Bee Caves Road, Austin, TX, 78733, US
Telephone: (512) 236-0071
Price range: $$$
Rating: 5

Expert financial guidance for a secure and prosperous future in Austin.

5(20 reviews)

financial-advising

$$$

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About

BirdRock Wealth is a trusted financial advisory firm based in Austin, Texas, specializing in personalized investment management and retirement planning. The team, led by Steve Levy, offers fiduciary services with a focus on client education, portfolio diversification, and long-term growth. Known for their down-to-earth approach and commitment to transparency, BirdRock Wealth helps individuals, entrepreneurs, and families navigate financial transitions and achieve their goals with care and clarity.

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Location

Building II, 9433 Bee Caves Rd Suite 203, Austin, TX 78733, USA

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Information

9433 Bee Caves Road

Austin, TX, 78733

(512) 236-0071 www.birdrockwealth.com/

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Services

Investment Management

Personalized portfolio management with diversification strategies, including stocks, ETFs, and tech sector investments, tailored to your risk tolerance and goals.

Retirement Planning

Comprehensive guidance to help you reach retirement goals through structured savings, asset allocation, and long-term growth strategies.

Financial Advisory Services

Expert advice on wealth management, asset transitions, and financial decisions, provided by fiduciaries committed to your success.

Portfolio Reviews

Regular assessments of your investments with clear reporting on performance, growth percentages, and adjustments to stay on track.

Emergency Fund Assistance

Expedited support for urgent financial needs, including quick fund transfers and responsive client care during emergent situations.

5.00 · 20 reviews

Overall rating

Kim Sherman

via Google

· 7 months ago

Thank you Steve for taking such great care of my clients!

Zuhair Tariq

via Google

· 7 months ago

Steve's knowledge, experience, patience, trustworthiness and dedication towards his clients is exceptional. I love the fact that they are a fiduciary and put their clients interest above theirs. Thank you team Birdrock !

Teresa Shigemasa

via Google

· 7 months ago

I had the pleasure of recently meeting Steve through my networking chapter. He presents with genuine care for his clients, is honest, compassionate, authentic. Following a moral compass in any field is a value I align with. I look forward to working with Steve on my own portfolio in the near future.

Kendra Niderost

via Google

· 7 months ago

Steve Levy at BirdRock Wealth is someone I trust and genuinely enjoy working with. He’s an incredibly honest person who truly cares about doing what’s right for the people he helps. You can tell he approaches financial planning with integrity and always keeps his clients’ best interests at the center of every decision. He’s also built a great team at BirdRock Wealth, everyone is professional, thoughtful, and easy to work with. I always feel confident recommending Steve and his team to anyone looking for a financial planner they can truly trust!

TWG

via Google

· 7 months ago

"Top-notch wealth management! BirdRock Wealth combines deep market expertise with a personal touch that you just don't get at the big banks. They are trustworthy, professional, and excellent communicators. I’ve seen great growth in my portfolio and, more importantly, I feel confident about my financial future. Highly recommend Steve and the entire BirdRock team to anyone looking for expert financial guidance."

Aaron Trizna

via Google

· 7 months ago

Stellar company, I share a networking chapter with Steve Levy. Proud to have them in my hemisphere!

Victoria Bogdanovich, CPA provides comprehensive accounting and tax services with a focus on accuracy, timeliness, and personalized client support. Specializing in complex tax returns, business financial strategy, and regulatory compliance, this firm serves individuals and small businesses in Austin and beyond. Known for responsive communication and deep knowledge of tax codes, Victoria Bogdanovich ensures clients navigate financial challenges with confidence and ease.

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