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

adam@strat-capital.com

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

bobby@strat-capital.com

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

chris@strat-capital.com

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.

Excellent
Based on 86 reviews
Gino Valle
Gino Valle
2024-04-11
If I could give more stars, I would. Chris, Bobby, and Adam have truly exceeded my expectations. They bring a perfect blend of professionalism and personal touch to managing my finances, treating them as if they were their own.
Katie Miller
Katie Miller
2024-02-02
I’ve been working with Strategic Capital through my employer since 2016 solely for my retirement plan and they’re now my chosen route for personal finance as well. My advisor, Chris, is hands-on, always available, and incredibly knowledgable in this ever-changing market. I know that I’m in good hands and couldn’t recommend them more!
Kamile Ishiyama Dotson
Kamile Ishiyama Dotson
2024-02-02
My husband and I have been working with Strategic Capital since 2008 and have built a lot of trust. Chris has always provided excellent guidance to us, been extremely accessible, and gives us options that best suite our situations.
Lara Wilson
Lara Wilson
2023-11-13
Strategic capital was awesome to work with for some retirement savings advice and general financial advice I needed recently. I oftentimes get overwhelmed with financial conversations and Adam helped me get through some of the trickier or more confusing parts and I felt great afterwards and very comfortable with how to allocate my money. These guys are the real deal! Highly recommend.
Laura Saunders
Laura Saunders
2023-11-12
I have been working with Bobby and Chris for over 4 years. They have been absolutely fantastic in collaborating with our family to find a balance with our investments. I cannot recommend them enough if you are looking for a financial advisor who takes a personalized approach.
Cheri Witt
Cheri Witt
2023-11-06
Adam, Bobby and Chris go over and above to take care of their clients! To find financial advisors who actually listen to the needs of the clients is rare! I wouldn't trust anyone else with my investements!!
Kelly Erb
Kelly Erb
2023-10-26
Strategic Capital Partners has truly exceeded our expectations! We have been using them for over 4+ years, and they have provided invaluable financial insight and guidance to our Team. We highly recommend their service to anyone seeking financial expertise!
Connor Gibson
Connor Gibson
2023-10-25
Great company! Adam D’Acierno is the most helpful rep I've ever dealt with and goes far above and beyond. We work with him as a company of over 600 people and we are very lucky to have him for our company!
Jennifer Waymire
Jennifer Waymire
2023-10-25
I absolutely love working with Adam and the team at Strategic Capital! They are very knowledgeable, helpful, and diligent in all aspects and we are very lucky to have them!!
Ben Fordham
Ben Fordham
2023-10-25
Fantastic, knowledgeable, and informative advice from Chris Hernandez and his team.

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.