I was looking for someone to help me get organized and possibly help with investments. I spoke…read morewith a friend who recommended Austin Wealth Management so I decided to meet with them. They were very insightful and focused on education. I took away a clear understanding of the decisions that we made in my investments and a plan to reach my retirement goals. I would highly recommend taking an hour to meet with them, it's well worth your time.

My husband and I have trusted our business with AWM for many years and it has served us well…read more Today, our twenty-something children met with Kevin for a meeting to discuss financial planning basics. Their take away was that financial planning is appropriate at any age and it is far less intimidating than they originally thought. What they learned in just one meeting with Kevin will serve them well for the rest of their lives. I am grateful for Kevin's gift for teaching and his thoughtful, thorough approach.

David was professional and accommodating. We were in a rush due to unforeseen circumstances and…read moreDavid took care of our living trust quickly and came to us to complete our docs. Truly a nice guy that enjoys helping people. His pricing was fair.

I was really happy with the knowledge, personal attention, and the level of service that I got when…read moreI contacted 360 Net Worth and worked with David. I am a member a small Firefighters Association and needed somebody who could take time to help with our unique financial situation. David was passionate about helping first responders and willing to invest the time needed for the job. He got back to us quickly with easy to understand results that we could move forward with.

I've been working with Amani Desravines for several years, for personal and small business taxes…read more They are responsive, efficient, and ethical. They've proactively filed extensions when needed, reminded me about extra forms or reports as regulations change, answered a bunch of random questions about weird tax situations, and been speedy with preparing returns. For simple returns, I believe the govt should offer & expand free tax filing, but when situations get more complicated, this is who you want helping you. Highly recommend getting a consultation if you are looking for a CPA firm in the Austin area.

I have been working with Berkeley one of the partners @ this firm. So far they have been incredibly…read moreawesome. Very knowledgeable and thus far has saved me several thousand dollars. I really like them. I highly recommend Berkeley- especially if u have complicated tax issues like I did. She straightened it all out- Bless God. I highly recommend this firm.

Mercer Advisors helped me negotiate through learning to manage my portfolio with confidence and…read morepeace of mind as a widow and recently retired teacher. I trust their professional advice and appreciate their prompt responses to my questions. My portfolio is up and retirement rocks!

This company gives great financial advice and helps us achieve our financial goals!read more

I've been working with Tuyyo Planning Group LLC for 3 years, and I couldn't be happier with the…read moreguidance and expertise Luis and Brendan have provided. From the very beginning, they took the time to understand my financial goals, concerns, and long-term aspirations. Their personalized approach, deep knowledge, and strategic advice have truly made a difference in my financial confidence. Whether it's retirement planning, investments, or budgeting, Tuyyo explains everything in a clear and easy-to-understand way, making complex financial topics feel manageable. They are always responsive, professional, and genuinely invested in my success. Thanks to their advice, I feel more in control of my finances and optimistic about my future. If you're looking for a trustworthy, knowledgeable, and dedicated financial planner, I highly recommend Tuyyo Planning Group. Blane

I am so lucky that I found Luis. I was a mess after my mom passed away and then moving to another…read morestate right after. Dealing with her retirement accounts was causing me stress, but so as soon as my husband and I met with Luis, I felt a weight lifted. He has everything organized and easy to understand. He is easily available for questions and I trust that my money is soundly invested. Thank you Luis at Tuyyo Planning.

If you're looking for the combination of the smartest accountant and the most down to earth person,…read moreI highly doubt you'll find anyone better than David. I called him on a Saturday with a tax issue concerning my business, and he worked through it with me for five hours at the drop of a hat. After that I decided to not only go with him as my accountant for my business, but my personal accountant as well.

Tell us in the middle of tax season 'surprise we can't do your taxes this year - we decided to…read morefocus on large corporations'....so mind blowingly unprofessional it's incomprehensible. This after we had an insanely complicated fiscal year between going from a net loss to millions in revenue in a single year, changing our corporate structure, buying real estate, and raising millions in funding. Finding an accounting firm for a company growing at our rate, in our industry, and with our investor pool takes a significant amount of time....let alone at peak tax time when many firms will likely be at capacity. Ridiculous...this is one of those 'do we report this to someone?' type of things.

I've been a client of Lucien, Stirling & Gray for more than a year now, and it's been FANTASTIC!!…read moreMegan Poore is my advisor. What I really liked about the initial process was that instead of just asking "when do you want to retire and how much money do you have" Megan asked things like "What was money like when you were growing up" and "How much money do you need to have to feel comfortable" and "Tell me how you feel about money in general". That way, she knew my comfort levels, why I stress about money, and such. Then, she was able to put together an investment strategy that fit me not only financially, but also psychologically. Not only that, THEY take care of all my investments. They watch the mutual funds I invest in and if things get shaky, they move my money. I don't have to watch it at all. It's great. I feel very comfortable with the service and feedback I get from Lucien, Stirling and Gray and would HIGHLY recommend their services to anyone looking to invest their money property or just looking for some direction on retirement planning.

Megan Poore is the best! Megan will take the time to get to know you and understand why you are…read moremanaging your finances - as in big life goals - not just numbers. Why? To help you accomplish your goals! To keep you on track. To help you stay focused. In other words, she'll not only invest your money well, she'll keep you committed. I trust Megan fully and know you'll enjoy working with her. Always friendly. Always smiling. Always ready to ask tough questions when needed. Always watching out for me. John

I first met Steve about 10 years ago & after getting to know him, Stephanie & the rest of the team,…read moreI decided to move all of my asset accounts to his firm. I love that he is a fiduciary, rather than just a standard management firm. Knowing that they have my future interest truly at heart means a lot to me. We review my account regularly & he assesses my risk profile & where I want to be and we adjust it accordingly as we go. I really appreciate this level of service as my last firm just sent yearly statements, frequently changed who was in charge of my account & just an envelope to send more money with zero interaction....It's nice to know that I can now see the future & HOW to make it what I feel it will need to be so when retirement does come, I can be prepared. Thank you Steve!

My mother and I invested her total retirement portfolio with BirdRock and I am very happy with the…read moreresult. Stephanie and Steve took the time to assess her risk tolerance, short and long term goals, and built a portfolio that was both comfortable and easy to understand. What I appreciate most about BirdRock is that they are a fiduciary, meaning they are legally obligated to act in their clients' best interests. They charge no commissions, only a flat percentage, so their success is tied to ours - they win when we win. So I am assured in knowing their motivations are in harmony with ours. I feel very secure knowing my mother's funds are in good hands with BirdRock. I am extremely satisfied and strongly recommend.