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Wealth Management in Austin, Built for Forward-Thinking Families

Affinity Capital is a fiduciary, fee-only wealth management firm serving individuals and families throughout Austin — from Westlake to Mueller, Westlake to Pemberton Heights. We provide multi-generational guidance rooted in long-term relationships and clear advice. If you're searching for an Austin financial advisor who values depth over flash, you're in the right place.

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Financial planning that fits Austin’s rhythm.

Whether you're navigating equity compensation at a tech company, managing family wealth in Tarrytown, or preparing for retirement in Barton Creek, we bring perspective and structure to your financial decisions. Our team understands the complexities that come with modern wealth — and helps Austinites plan clearly for what's next.

GET TO KNOW US

Wealth Management

We help Austin families bring structure to complexity — from coordinating with CPAs and attorneys to managing concentrated stock positions, charitable giving, or estate transitions. Our approach is personal, relationship-driven, and built around your full financial picture.

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Portfolio Management

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We design and manage portfolios that reflect your goals, values, and tolerance for risk. Whether you're investing for future freedom, family legacy, or a specific milestone, our advisors take the time to understand what matters most — and manage your portfolio accordingly.

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Retirement Planning

Retirement in Austin looks different for everyone. We help you create a flexible, sustainable income strategy tailored to your lifestyle. That includes Social Security timing, Medicare, investment drawdowns, and thoughtful tax planning — so you can retire with clarity and confidence.

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Trusted by Austin families, professionals, and retirees.

From early-career tech employees in East Austin to established families in Westlake and retired professionals in Circle C, our clients rely on us for clear, unbiased guidance. We bring structure to evolving financial lives — with calm, long-term perspective.

Let’s build a strategy that grows with your life.

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Just getting started?

Managing multi-generational wealth?

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We bring clarity to complex assets, legacy goals, and family planning.

Caring for aging parents while planning your own future?

We’ll help you balance caregiving and financial planning — without losing sight of either.

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Looking for an Austin financial advisor who takes the long view?

Whether you’re exploring retirement planning in Austin, managing tech equity, or coordinating family finances, we’re here to help you think clearly and move forward with confidence.

Contact Us