Our Austin Team
Scott W. O’Brien, CFP®
Partner, Financial Planner · Austin TX
Brooks Morgan, CFP®
Portfolio Manager, Lead Advisor · Austin TX
Klair Van Slyke
Brand Manager · Austin TX
Austin Team Latest Posts
Latest news, and informational posts by the Austin Team:
End-of-the-Year Top 10 To-Do List
Here’s a fourth quarter “Top 10 To Do List” of items that have a year-end deadline: Make sure you take out your Required Minimum Distribution (RMD) if it applies to you or be liable for a 50% penalty on the amount that should have been withdrawn. If your income tax bracket is low this year, […]Read More
Did You See Us On The Austin Business Journal List?
Thank you to the Austin Business Journal for including us in the Financial Planning Firms List for 2020. You can find us on the Austin-area investment management firms RIA list. We’re so thankful for our clients and friends who have helped us grow and become such a meaningful part of this wonderful community. Our Austin […]Read More
How to Manage It: Millennial Rules for Finances
Millennials have come of age in an era like no other in history. This generation has made its mark in a time period that’s been a supernova of information accessibility, interpersonal connectivity and technological disruption. It’s no wonder this generation sees the world, and their personal/financial priorities, a little differently than previous ones. While baby […]Read More
How We Give Big Pink
We make it a priority to give back to our communities and support our own in their endeavours to do so. On April 12, WorthPointe was a table sponsor of the Susan G. Komen® Greater Central and East Texas “Big Pink Give” event. Scott O’Brien, financial planner and partner, is the board president of this […]Read More
We are honored to make the list of AdvisorHQ’s Top Financial Advisors in Austin, Texas
We are so happy to see WorthPointe on AdvisorHQ’s Top Financial Advisors in Austin, Texas, to partner with in 2019. As examined in the article on the Advisor HQ Website, we know it’s difficult to know where to start when it comes to finding a financial advisor you can trust. And you want to someone […]Read More
How Brooks Morgan Rose From Intern to Partner at WorthPointe
We are pleased to announce that Brooks Morgan was recently made a partner at WorthPointe. Brooks began his WorthPointe journey in 2011, while still a student at the University of Texas, studying finance and business administration at the Red McComb School of Business. As an intern with us, he served as a wealth management associate, […]Read MoreAustin Texas Overview
In 2015, Austin was named the nation’s #1 Next Biggest Boom Town by Forbes magazine. Attracting educated workers and recent graduates from all over, Austin boasts a diverse group of ambitious professionals. That economic success provides a great backdrop for all that we do at WorthPointe. Through our comprehensive range of personalized financial planning services, we’re here to help you grow your wealth and invest in all that Austin has to offer.
We are inspired by the drive fostered here in Austin and in turn want to empower its go-getters to take part in the opportunities this community provides. Austin is a vibrant hub of healthcare, technology, real estate, arts and entertainment—and it continues to grow. WorthPointe is here to help you grow your assets along with it through specialized financial planning by CERTIFIED FINANCIAL PLANNERS™ who live, work, and play right where you do. Whether you represent one of Austin’s Fortune 500s or an innovative tech start-up, WorthPointe provides the guidance you need to construct your financial future and simplify your life to maximize what means the most to you.
The Austin CFP® Team
Our Austin CFP® team not only knows financial planning, our team knows Austin which is why we can say we’re dedicated to helping you make financial decisions that are right for you. To do this, we deliver best-in-industry knowledge and service. Each of our team members is a CERTIFIED FINANCIAL PLANNER™ professional, meaning we’re committed to putting your interests first. We know that your success is our success, and that your growth is our growth.
More Than Just Financial Planning
At WorthPointe, we know Austin which means that in addition to helping you plan your financial future, we like to network. Whether you’re looking for legal advice, a CPA, or even something to do this weekend, you can ask us for recommendations for a wide range of local experts who can tackle the other facets of your life. Our goal is to make your life less complicated and more enjoyable. Whether it’s strategizing for retirement or scheduling your next vacation, WorthPointe’s financial planners will help you make the most of life in Austin.
If you’re looking for financial planners in Austin who can help you achieve your goals, Contact the Austin CFP® Team Today.