Financial Services - Austin

Meet our Austin based Financial Services Company.

Unparalleled Customer Service

  • We are a fiduciary
  • We have robust alternative investment resources
  • Business-centric Offerings
  • Affluent Investors get unbiased strategy
  • Registered Investment Advisor

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.

Financial Planning

Holistic planning that encompasses all of your varied financial variables to improve clarity and potential, and enhance risk management. 

Financial Securities

The public markets and their historically important offerings have created wealth and grown wealth for many investors throughout the many decades of their existence. New technology, market offerings and innovation meet with traditional vehicles like ETF’s, Stocks, Bonds, Mutual Funds, options and derivatives, among others. Let us help you navigate these markets.

Alternative Investments

For those sophisticated or accredited investors that need alternatives to normal public markets, we can help you understand what’s available, all within the fiduciary relationship that advocates on your behalf. We can help you find the right alternative investments to meet goals you have – regardless of what those goals may be. 

Strategic Capital Network

We have vetted and established networks to provide resources to appropriate investors and entities that need capital for growth or strategic progression. Our deep roots in financial analytics helps us to make decisions based on important insights, and our partners and technology platforms help us to reduce risk on both sides of the capital equation. We can help you find the right resources and partners in the space you need.

Excellent
Based on 88 reviews
Rachel Burrows
Rachel Burrows
2024-04-24
I cannot recommend Adam, Chris, and their team enough. As fiduciaries they are of invested in your future, but it is clear they truly care about you as an individual. My husband and I found them to be honest, patient, kind, low pressure, and offering sound financial advice and planning for asset growth and wealth management. We feel confident we are in excellent hands and feel secure in our future. Thank you, Strategic Capital!
Enrico Burrows
Enrico Burrows
2024-04-24
After speaking with Adam and Chris, both my wife and myself feel like we are working with the right financial advisors. They took their time reviewing all of our current assets and provided an excellent plan for the future for our family. Highly recommend.
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!

Financial Services in Austin – We cater to your needs

As a fiduciary – your needs are our only focal point. Your financial life is a varied, integrated one, but so many advisors do not incorporate all aspects of prudent planning and risk management into their offerings. We built a practice upon the idea that the more understanding and simplicity that can achieved through proper financial planning, the better off you are, in business, in life and in the future. We are here to help you with your financial services needs in Austin.

We offer financial services to the following:

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.

Meet your Financial Services team 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.

Broad Based Financial Services

We are constantly improving our service offerings in the Financial Services arena. Our holistic portfolio of wealth management, business planning, public market, and private market offerings are integrated fully by our complementary access to strategic capital facilities and innovative technology based platforms.