Personalized financial planning for a secure and prosperous future in Austin.
Modern Wealth Strategies is a premier financial advisory firm based in Austin, Texas, offering expert wealth management and personalized financial planning services. Led by Paul Tearson, the firm specializes in helping individuals and families build strong portfolios, plan for retirement, and achieve long-term financial goals with clarity and confidence. Known for its attentive, compassionate approach, Modern Wealth Strategies tailors advice to each client's unique needs, explaining complex topics in an easy-to-understand manner. The firm fosters trusted partnerships, ensuring clients feel supported and informed on their path to financial success.
111 Congress Ave. Suite 509, Austin, TX 78701, USA
Claim Modern Wealth Strategies to manage your storefront, respond to reviews, and receive customer leads.
Comprehensive analysis and tailored strategies to align with your financial goals and priorities.
Expert investment portfolio management and growth strategies for long-term financial success.
Guidance on 401k optimization and retirement savings to secure your future.
Insightful advice on complex financial topics explained in an easy-to-understand manner.
Customized plans focused on your specific objectives, from family needs to wealth accumulation.
Overall rating
Melissa Cruz
My husband and I wouldn’t have thought to have a portfolio. We figured since we have our 401k’s with our employers it was not a problem. But after talking to Paul Tearson it made sense to create one. He is very knowledgeable, and provided a lot of insight about our future planning. He really cares and goes above and beyond in making sure our family gets the financial growth we deserve!
Horris Dupre
I couldn't be happier with the guidance and support I've received from Modern Wealth Strategies. They take the time to really understand our goals and explain everything in a way that's clear and easy to follow. Thanks to their advice, we've been able to put together a strong plan for our future, and we've already seen great results. We appreciate that they are not only knowledgeable, but patient, responsive, and genuinely care about their clients' success. I highly recommend them to anyone looking for a trustworthy and effective financial advisor!
Cody Hammons
Paul is an exceptional financial advisor! He’s incredibly attentive, taking the time to truly understand my goals and priorities. His knowledge and expertise are evident in every conversation, and he explains complex topics in a way that’s easy to understand. What really sets Paul apart is his genuine compassion and commitment to my best interests. I always feel confident knowing my financial future is in capable and trustworthy hands. Highly recommend!
Victor Rodriguez
Modern Wealth has been a fantastic partner in helping me gain clarity and confidence about my financial future. Paul has been incredibly patient and thorough—always available to answer questions and walk me through things in a way that feels approachable. I don’t come from a finance background, so having someone I trust to guide me has made a big difference. Their advice is thoughtful, genuinely tailored, and easy to act on.
Andrew Bates
I highly recommend Paul at Modern Wealth Strategies for anyone seeking expert financial planning and wealth management services. Paul's approach is top-notch, personalized, and absolutely trustworthy. As someone who prefers a hands-off approach, I appreciate that Paul keeps me updated with just the essentials, letting me know when things are good or when attention is needed. On the other hand, my partner, who prefers a more involved understanding, has had numerous positive interactions with Paul, meeting with him frequently to dive deep into the reasoning behind each financial decision. Paul has made it clear that this is not just a service but a partnership. He has effectively communicated what he needs from us to pave the way to our financial success, providing all the necessary tools and guidance. Whether you are like me, preferring to keep it simple, or like my partner, needing to understand every detail, Paul is adaptable and committed to meeting your individual needs. We couldn't be happier with the service provided and feel very confident in our financial future thanks to Paul.
