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. We can help you find 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 are Entrepreneur Consultants, with a holistic approach. We help you identify goals and plan strategically to reach those goals. Our insights can help you find balance and cohesion between business and personal planning, and implement strong, long-term initatiaves. Our proactive team approach offers clearly defined roadmaps with the ability to integrate all your planning into a more efficient plan. From bookkeeping and tax planning, to risk management ant protection. We have solutions for benefits and business planning and retirement. We can assist as a partner, within your business, and externally to identify your specific needs then design and coordinate a bespoke plan with your existing team. Don’t have a team yet? We can help you with that. We’ve spent a lot of time building the right relationships with trusted advisors that can help you with implementation. 

Change happens, from legislation to evolving business variables, our Financial Advisors continually monitor your planning. This helps to ensure your current path is still the most efficient path forward. We’re here to help you adapt as needs change. 

From Portfolio Management, to Financial Planning, to Risk and Insurance services, we have built a system of tooling and insights that is designed to help you get the best picture of your situation and what’s possible. We offer Retirement Planning, Tax Coordination, Business Consulting, Estate Planning and many other complementary services.

If you’re looking for a structured plan with realistic results, we can help you build it 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 investment sector. Our private Alternative Investments analysts and public markets analysts then create a portfolio allocation based on your own investment objectives. Our alternative investment analysts are constantly performing due diligence on private opportunities; while our public markets team continuously monitors allocations to find areas of opportunity. We’re using proprietary technology leveraging artificial intelligence, our own Newton. Using these strategies we can better identify trends in the private and public markets to further optimize your portfolio’s objectives and enhance the experience.

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 factoring in multiple areas of finance such as investments, taxes, savings, retirement, estate coordination, insurance and more. We look at the Business level and the personal perspective to ensure that you have a complete picture and are improving synergies. Your current financial outlook and any previous planning help us to identify an optimized current path and enable us to identify and correct any shortcomings resulting in any newly created plan moving forward. This can give you 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. We’re ready to change as needed to improve efficiencies over time as needs change.

  • 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 were to happen to you? Risk mitigation and management are incredibly important. Ensuring that your business never skips a beat in your absence is crucial to the success of your business and yourself financially. Risk management isn’t jsut about tools and products though, it’s a planning mindset, and more information and access to industry knowledge can give you a unique position of strength. We can help you navigate the landscape of risk management, and implement the right planning. 

  • 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 your team and your business in real time. You can accomplish your specific financial objectives by utilizing the breadth of optionality that exists on the market. the diversity of plans affords options that can provide much larger contributions and tax deductions than that of your typical 401(k), to some 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. We’ve got experience administering plans for businesses, and helping business owners benefit from them. Let’s chat.

  • 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! We’ve got experience with a wide variety of business types and are constantly improving and evolving our systems to engage at the most efficient levels with tax planning.

Business Consulting

Being an entrepreneur requires you to wear many hats and hold responsibilities apart from the revenue generating activities that you’re already focused on. Your successful business requires you to be the absolute expert at how your create value within your business, but running a successful business also requires a lot of other things. 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 our Strategic Capital Network, we are able to provide solutions for almost all of your business needs. You don’t have to be an expert in everything – you just need to tell us how you want to proceed.

Frequently Asked Questions about Business Planning

Can A Retirement plan offering help me improve my business?

Every business is different – if you don’t already have a retirement plan in place, there can be significant benefits to implementing one, but you’ll need to analyze all the variables first to ensure a good fit, and the expected results. If you’ve got a plan in place, compliance work, auditing and efficiency improvements can assist in getting the maximum effect, but again, a review is always necessary to determine optimal outcomes. What we do is evaluate your existing planning and your strategic goals, and we help you find the path forward that makes the most sense. 

Can I get advanced Tax Planning from Strategic Capital?

We can be part of your total planning structure. We aren’t tax specialists, but we are fiduciaries with a significant amount of planning experience and tax understanding. Our position is that taxes are an ever-present variable in your financial picture, and should be considered at all levels along the way. Our insights from clients we work with, years of experience, and the team members we work with allow us to interface with dedicated tax professionals as needed, to recommend optimal structures and planning and help you put those things in place to receive a net benefit from optimizing your tax exposure. We have worked with many clients to help put advanced tax strategies in place to help build and protect wealth, while optimizing the outlay of taxes. 

I have a lot of income this year - how can I utilize this to the greatest effect?

There are a lot of ways to plan for income increases that are favorable to you as the taxpayer. Every situation is nuanced and needs to be custom-tailored to you and your business. There are simple ways to plan for a more secure retirement using large profitable years to improve your planning. There are also a lot of sophisticated ways to utilize large increases in income. But we don’t know what’s possible until we evaluate the unique position you’re in. We can interface with your existing team of trusted advisors, or help you build that team, depending on what you want to accomplish. Bottom line? We have tooling and planning in place that can help you benefit the most from efficient use of improved profits in your business, from pension planning, to risk management, to business investment. We’re looking forward to seeing how we can help you grow.

Want to learn more about our Entrepreneur Consulting Capabilities? Contact us for a meeting about Business Planning.

You can also listen to audio with Adam D’Acierno about some Business planning concepts.

Excellent
Based on 89 reviews
Phoebe Whitted
Phoebe Whitted
2024-06-06
These guys have made our dreams come true. It’s so nice to work with such capable, caring and trustworthy folks. Would recommend you call them and get on track with your financial future plans.
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!

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.