• Planning for a Life Well-Lived

    Astoria Strategic Wealth is a Financial Advisor that provides Fee-Only™, fiduciary, financial planning and investment management services.

    Learn More
  • Life is full:

    Shouldn't my advisor already understand my world and my distinct financial challenges?

    Learn More
  • How can I balance living for today and saving for tomorrow?

    Learn More
  • How can we responsibly extend the gift of our inter-generational wealth?

    Learn More
  • I am blessed and grateful to live in this country. How can I most efficiently manage my tax responsibility?

    Learn More
  • I will likely live longer and spend more years in retirement.

    How can I best plan for that?

    Learn More

FIVE STAR Wealth Manager
Austin, San Antonio, Central Texas

Texas Monthly

Astoria Strategic Wealth is a Financial Advisor that provides Fee-Only™, fiduciary, financial planning and investment management services in Austin, TX and surrounding areas.

Our business is helping families and individuals achieve the life they envision. Acting as a fiduciary, we will partner with you to educate and guide you, as well as implement financial strategies designed to help you achieve your goals. As a Fee-Only™ advisor, we are your advocates working only for you, with no conflicts of interest associated with commissions, bonuses or hidden fees as we do not accept them. Nationally, affluent individuals and families have relied on our firm for wealth management planning and portfolio management for over 20 years because we understand that each client's needs and situation are unique to them.

We are extremely passionate about helping people make financial decisions that are in consonance with their principles, values and dreams as well as those of their heirs.  We welcome the opportunity to show you how.

What does it mean to be a fiduciary?  While there are literally 1000's of pages of legislation attempting to define this position (to which we are accountable), we also are proud to commit to these principles.

  • Place our client's interests first - always.

  • Be honest, forthright and transparent.

  • Educate our clients so that they feel confident in making important life choices.

  • Exceed continuing education requirements.

  • Be proactive in disclosing any conflicts of interest that may arise.

  • Accept no compensation from any source that is not derived directly, and as agreed upon, from our clients.

Articles, Blog Entries and Case Studies

  • June 30th, 2019 Market Recap

    Financial Markets – A Recap Of The First half 2019 Executive SummaryThe S&P 500 index produced a return of 17.35% in the first half of 2019, its best first half since 1997. June also marks the 121st month of the current economic expansion making this the longest economic expansion in U.S. History.   Read More...

  • The SECURE Act - What It Might Mean for You, Your Retirement and Your Heirs

    Contrary to the name, the SECURE act is not related to recent news regarding our borders or immigration. Rather, it is pertinent to something much closer to home – your Financial Freedom years!While currently still in committee, based on bipartisan support and passage by a 417-3 vote in the House, it appears very likely that the proposed legislation will become law.Without getting mired in the details, here are a few major (potential/likely) changes:Required Minimum Distributions (RMDs) &n...  Read More...

  • Top 10 Tips for Grads (and The Rest of Us)

    At Pauley Financial, our Principals are 20+ (in some cases 30+) years removed from graduation from college, but as we think about some of the more valuable lessons learned, understanding the time value of money stands out as one of the most useful. We have often said that this concept and other sound financial principles should be required to be taught at the high school level. Unfortunately, in most instances, they are not.Accordingly, we thought the timing was right to focus the following thou...  Read More...

RSS Feed
divider2
divider2
divider2