• Planning for a Life Well-Lived

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

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  • Life is full:

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

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

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

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

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

    How can I best plan for that?

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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

  • September 30th, 2019 Market Recap

    Executive SummaryDownside risks from the U.S. and China trade discussions resulted in deteriorating macro-economic conditions and corporate earnings in 2019. As a result, the U.S.   Read More...

  • An Objective Review of This Week's Market News

    Unless you have somehow managed to disconnect yourself from the world this week, it is not new news that market volatility returned in earnest. For those who have been following us for some time, we have been consistent in our message that we do not believe markets can be timed. Nothing has changed.We have been diligent in trying to remain a steady hand to you during good and challenging markets.   Read More...

  • 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...

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