Premier Insurance Planning in Austin & Nationwde

We help properly identify, mitigate or eliminate your financial risks through insurance

We offer proper Insurance Planning that meets your current and future needs

  • Solutions utilizing various insurance strategies for all needs
  • Access to the highest rated insurance carriers
  • Options across innovative platforms and with multiple diversification options
  • Financial Planning, Tax Planning, Business Planning and Alternative Investment options
  • Austin based presence with clients worldwide
  • We help businesses with Business Insurance Planning needs
  • Proven customer service and unrivaled attention to detail

Decades of experience in planning to help you decide

Access mainstream and specialty Insurance products through seasoned financial professionals

We have the experience and tools to implement solutions to protect your family and wealth

Strategies include, but are not limited to Term, Whole Life, Index Universal Life, Long-Term Care, Disability, Key Man and Many other insurance types

Holistic Planning concepts to help you plan for the future

We are wealth advisors, risk management specialists, Registered Investment Advisors, and Retirement planners – we help you to access best in class products coupled with the boutique service you need to build the future you want to build. But more importantly, we deliver the expertise, research, institutional experience and support that brings you closer to your goals using proper insurance to take on appropriate risk for a more level playing field.

Insurance for Death Benefit and Estate Planning purposes

We are a a team of Premier Insurance Planning Specialists, that offers a significant portfolio of Insurance products to help with traditional Insurance Planning and for Estate Tax planning purposes. We offer products from Insurance Carriers like: Guardian Life, Mass Mutual, Minnesota Life, North American, and AIG.

Worried about Long-Term Care Insurance

Insurance can be hard to understand – it’s something that takes years of experience to learn to implement correctly. But not knowing about insurance shouldn’t stop you from exploring risk management and risk mitigation strategies for your specific planning needs. Not everyone needs every type of insurance – but engaging with an Insurance planning specialist can help you identify if mitigating the rising costs of healthcare is an appropriate strategy for your financial plan. Contact our team to help you understand Long-term Care insurance today.

Not sure why you might need Key Person Insurance or other business-specific insurance planning?

We have business strategy and planning professionals that can help you insure risk and craft a plan that can take your risk management planning to the next level. Using Insurance for business planning is a mainstream concept in just about all businesses – what may still be lacking, is the personal attention and support that implementing planning for business requires. We aim to help lead that change – we are fiduciaries and we have options that can help you, without compromise. We stand ready to help deliver personal attention and support in order to properly plan for your needs.

Insurance Products may generate a commission, and may not be actively managed in part or in whole by Strategic Capital. We are Fiduciaries and implement a stringent research and suitability study before implementing Insurance planning for clients.

Financial Planning

We are Financial Advisors that take a holistic approach to your complete financial picture. First and Foremost we are Fiduciaries, and have your best interest as our focus.

Financial Securities

We offer traditional Market offerings (stocks, bonds, mutual funds, and ETFs) to our clientele, including other, more sophisticated offerings in the public markets.

Alternative Investments

Alternative Investments can help sophisticated and accredited investors meet financial goals and hedge market disruptions. We can help you navigate prudent Alternatives.

Strategic Financial Network

We're facilitators of financial resources that can help the right investors get the vehicles to fund important progression in their wealth management & business timelines.

Meet your Advisors who specialize in Investment Management and offer prudent Insurance planning options in Austin

Adam D'Acierno

Adam D'Acierno

Founding Partner - Financial Advisor

I specialize in helping businesses and business owners identify their needs, define success, and implement strategies to accomplish those goals.

Bobby Russell

Bobby Russell

Founding Partner - Financial Advisor

My comprehensive process embraces investments and insurance as an asset so that your whole financial life is magnified.

Chris Hernandez

Chris Hernandez

Founding Partner - Financial Advisor

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.

Based on 50 reviews
Ian Desmond
Ian Desmond
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
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
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
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
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
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.
Amazing people! Chris H. is the best. Far exceeded my expectations.
Stephen Maestri
Stephen Maestri
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.

We are Strategic Advisors, but we also offer proper life Insurance, Disability and Business Insurance Planning

We are a team led by the idea of being fiduciaries – a badge we wear with pride! It means that our best interest is your best interest. A Fiduciary relationship is important because we can only recommend something that makes sense for your needs and goals. We offer a broad portfolio of Insurance Options and as a team of professionals we believe we offer a compelling experience for our clientele seeking our services.

If you need choices, attention to detail, no sales pressure, and legitimate experience across the broadest spectrum of financial services offerings in Austin – we are the Investment Management people for you. We built this for you, and you have helped us to be successful – let us help you plan for the here and now, while helping you gain clarity and potential for the future.

We offer Investment Management and Insurance Services in Austin, to the following types of clients:

Entrepreneurs & Businesses

We work with business owners, entrepreneurs and high-level employees with sizable compensation packages. From traditional planning to innovative solutions that improve capabilities – we can advise you.

Affluent Individuals and Families

We are wealth management professionals that help families and individuals that are already affluent to protect and grow wealth to continue sustainability.

Windfall Recipients

Whether you are already comfortable with wealth or experiencing large windfall amounts for the first time – we can help you keep that new windfall and protect your future.

Employer Sponsors

We work with group retirement plans and sponsored or qualified plans to ensure stakeholders can get maximum benefit from contributions, and the plan can be sustainably grown and managed for risk.

Insurance doesn't have to be hard to understand and unapproachable

Are you a Business leader, High Net Worth employee, affluent investor, recipient of a new windfall, or a decision maker for a sponsored plan? We are a skilled, experienced team of Investment Management Professionals that have a track record of impeccable client relationship services and we are focused on your best interests. We also offer Insurance planning at the highest level.

If you need Insurance Planning in Austin – we are the team.