We are an Entrepreneur Consultant

Meet our Austin based Financial Consulting Firm for Entrepreneurs & Businesses

Entrepreneurs & Businesses can get focused consulting from Strategic Capital

Strategic Capital’s offerings for entrepreneurs & Businesses in Austin, and beyond allow you to grow at sustainable, but impressive levels, with help finding the right pathway forward in business and in financial matters. We are THE Entrepreneur’s Consultant in Austin.

Entrepreneurs & Businesses

Entrepreneurs carry many responsibilities – revenue-generating activities and taking care of your business and yourself personally. We look to identify goals and implement solutions that create efficiencies in your business and your personal life. Our team approach allows for the incorporation of expertise in many fields. From bookkeeping and tax to protection, benefits and retirement we partner internally and externally to identify your specific needs then design and coordinate planning among your team for implementation. Business changes, legislation changes, change happens and is a part of life and business; our Financial Advisors continually monitor your planning to ensure your new current path is still the most efficient path forward.

Portfolio Management, Financial Planning,  Risk and Insurance services, Retirement Plans, Tax Coordination, Business Consulting, Estate Planning and many other complementary services – we do it all, with your help, your goal-setting, and your directives. You drive the vehicle, we help navigate.  

Portfolio Management

Our team of advisors works with you to create investment objectives specific to your unique needs whether in the public or private sector of investments. Our private alternatives analysts and public markets analysts then create a portfolio allocation based on your own investment objectives. Our alternatives analysts are constantly performing due diligence on private opportunities; while our public markets team continuously monitors allocations to find areas of opportunity identified by our proprietary artificial intelligence, Newton. Using these strategies we can better identify trends in the private and public markets to further enhance your portfolio’s objectives.

Financial Planning

Our advisors specialize in architecting solutions driven to accomplish your goals – now and in the future. We comprehensively analyze your current financial situation in multiple areas of finance such as investments, taxes, savings, retirement, estate coordination, insurance and more at both the personal and respective business levels. Your current financial outlook and any previous planning help us identify your current path and enable us to identify and correct any shortcomings resulting in a newly created recommended path moving forward with a greater likelihood of success. Our goal is to find efficiencies in your current strategies to increase your probability of success now and in retirement.

  • Current Plan vs. Recommended Plan
  • Investment Management
  • Wealth transfer
  • Estate Planning
  • Risk Management and Insurance Solutions
  • Retirement Plans
  • Tax Coordination

Risk And Insurance

As an entrepreneur, your business starts with you. What would happen to your business if something adverse were to happen to you? Risk mitigation or elimination and ensuring that your business never skips a beat in your absence are crucial to the success of your business and yourself financially. Need closing statement

  • Disability Insurance
  • Key Man Insurance
  • Business Overhead Insurance
  • Personal Liability Insurance

Retirement Plans

Implementing a retirement plan is a great way to take care of your future self and also provide benefit to you and your business in real time. There are many solutions that exist that can accomplish many different financial objectives. From plans that can provide much larger contributions and tax deductions than that of your typical 401(k) to plans that can provide additional advantages such as death benefits, our team of financial advisors works to coordinate the most efficient plan possible to accomplish all of your entrepreneurial needs.

  • SEP IRA
  • 401(k)/Profit Share
  • Defined Benefit
  • Cash Balance
  • Fully Insured Plans
  • Executive Bonus
  • And more

Tax Coordination

THE + IRS = THEIRS! Without a comprehensive plan encompassing tax strategies, you may be paying more taxes than needed. Our process involves working with your current tax team to help lower your tax bill by coordinating savings strategies to help reduce liabilities now and in the future. If you do not currently work with a tax team, our network of CPAs specialize in helping you, as an entrepreneur, to use the tax code to your advantage and benefit. Education is the key to empowerment!

Business Consulting

Being an entrepreneur requires you to wear many hats and consume many responsibilities apart from the revenue generating activities in which you excel. Whether evaluating tools to catalyze success or implementing solutions to stay current with government regulation, our team of consultants and partners are able to bring strategies to your business to keep you in compliance and operating at the highest levels of efficiency. Using your Strategic Capital Network, we are able to provide solutions for almost all of your business needs.

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.

Meet your Business Consulting 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.

Entrepreneur Consultant

Entrepreneur Consultant, Strategic Business Advisor, Financial Management Team, Wealth Managers – what can we say – we like wearing a lot of hats. We couldn’t evaluate and consult on our client’s needs if we weren’t first and foremost fiduciaries. We need your trust, your intel, your help in setting goals, so that we can be the driving force behind the roadmap that can help you get to where you want to be. it’s a partnership – a relationship we hold in the highest regard. Our Business and Entrepreneurial clients help us to reach for more, continuously. We want to help you achieve what you’re reaching for.