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BUILT ON COMMON VALUES

TAKE CONTROL OF YOUR FINANCES WITH THE TOP FINANCIAL ADVISORS IN AUSTIN TEXAS

BUILT ON COMMON VALUES

TAKE CONTROL OF YOUR FINANCES WITH THE TOP FINANCIAL ADVISORS IN AUSTIN TEXAS

The Strategic Advantage

The traditional model of wealth management does not provide adequate service to future-thinking individuals. Your financial planner should not only provide options for potentially enhancing your wealth, but should also provide exceptional client service. As one of the leading financial consulting firms in Austin, Strategic Capital was built on a new approach to wealth management. We put intention back into money so that our clients can create the future they have dreamed of. Our local Austin team of advisors put your needs first in order to help build sustainable wealth.

Financial Consulting Firm
Financial Advisors

Why Strategic Capital?

Let’s plan the future together

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For Your Family

Finance is a very broad, multifaceted landscape and our mission is to create a custom roadmap to help you and your family navigate all aspects of the dollar. Education is the key to empowerment and if it involves money we can help. With access to our Strategic Capital Network, you have access to a team of trusted advisors and consultants who can help a vast array of strategies and solutions to serve all your financial needs.

For Your Business

At Strategic Capital, we are a solutions architect. While we specialize in providing services and solutions to business-sponsored benefit plans our network of trusted consultants specialize in all things business. As you evolve and grow, so do your needs and the Strategic Capital Network has a solution for you at every stage of your business.

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For The Future

Strategic Capital's goal-driven approach to wealth management customizes a strategy for the future you want to create. We help you translate your goals to an investment roadmap. Then we'll manage it to keep everything on track.

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We Are Here For You

We bring the right people together to challenge established thinking and drive transformation.

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Founding Partner
I specialize in helping businesses and business owners identify their needs, define success, and implement strategies to accomplish those goals.
Bobby Headshot
Founding Partner
My comprehensive process embraces investments and insurance as an asset so that your whole financial life is magnified.
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Founding Partner
I believe this combination of independence and teamwork is the best way to serve clients. It lets me provide you with the highest quality financial planning services, built for life long relationships with you.

Our Process

We do it just a little bit better

Listen and Identify

Everyone has a unique situation and different goals. Our goal is to understand your needs and implement the best plan of action to help you succeed.

 

Plan Design

You have defined your needs and wants, now how do you get from point A to B? Ideal plan design. Our knowledge and access to comprehensive solutions encompass all aspects of planning and leave no stone unturned.

Implementation of Solutions

We do not stop at plan design. We possess all the tools to implement whatever strategies we present to accommodate your needs. A plan is an abstract idea until it becomes tangible with proper implementation and administration.

Monitor and Repeat

As the years progress and life changes happen, we are by your side to adjust the plan as needed. We stay on top of market, taxation, and current events to ensure your plan is optimized!

What Our Clients Are Saying About US

Check out our Reviews

Ian Desmond
Ian Desmond
2022-03-15
Been a pleasure working with Strategic Capital. There advisors are very knowledgeable and show great care with their clients. Highly recommended!
Juan Leija
Juan Leija
2022-01-12
I want to start off by saying that I’m super thankful for all the help Adam, Chris, and their team have provided me. They have helped me find solutions for myself and my business with great communication and execution. Their coordination with my CPA to provide a strategy to operate at my best. Most importantly they’re a great team that treats me like family and are there when I need them.
Brian Butz
Brian Butz
2022-01-08
I appreciate how mutual understanding was created through economy of words that did not confuse me as we spoke of financial jargon, that can be super intimidating. I had the best experience with Adam in the company that I have ever had with any other financial institution. Highly recommended, good people, competent, will definitely help you accomplish your goal.
Keyla Maggessy
Keyla Maggessy
2022-01-05
Chris and Bobby are simple amazing. When I found them online, I had no idea they would become such an important part of my family’s financial planning. They’re professional, knowledgeable, and responsive and always act with our best interest at heart. Even though they have a good variety of investment and planning options to offer, they never pressure us to go one way or another. They’re just always there to help guide, and support. It doesn’t hurt that they’re also such nice people. My husband and I always have a great time when they come over to review stuff over a glass of wine!
Christopher Burns
Christopher Burns
2022-01-04
Chris and Bobby have been amazing to work with! Their knowledge and resources have proven to be a tremendous asset to our financial well-being. Thier ability to invest in various financial products including alternative investments have balanced our portfolio nicely. Very trustworthy, transparent, and responsive.
Lauren Cha
Lauren Cha
2021-11-23
Bobby Russell was a pleasure to work with. He is professional and knowledgeable and has a very warm and friendly demeanor. I always felt comfortable asking him questions, and that he had my best financial interests in mind. I would highly recommend his services.
RememberBackWhen
RememberBackWhen
2021-11-22
Amazing people! Chris H. is the best. Far exceeded my expectations.
Stephen Maestri
Stephen Maestri
2021-11-22
Over the last 10+ years I have trusted in Bobby Russell to assist me in all manner of financial counsel. As a man of integrity, he has continued to impress me with his ongoing commitment to excellence and attention to detail. His willingness to go above and beyond in insuring you have a full understanding of any process has guaranteed a client for life. I cannot recommend Bobby and his team at Strategic Capital enough to anyone looking to plan for their future.

What We Hear The Most

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