Our Austin CFP® Team

Whether you are looking to start your career or retire here in the nation’s next biggest boom town, the WorthPointe team is here to guide you. Our CERTIFIED FINANCIAL PLANNER™ professionals based in Austin, are the only professionals trained to integrate knowledge of estate planning, tax, investments, asset protection and charitable giving into advice driven by your values and goals. Leveraging 180 years of collective industry wisdom, all members of our Austin CFP® team hold this designation and work collaboratively to guide you to your wealth management objectives.

Morgan H. Smith Jr.,
IMBA, CFP®
Partner, Financial Planner · Austin TX

Scott W. O’Brien, CFP®
Partner, Financial Planner · Austin TX

Kermit Johns
Partner, Financial Planner · Austin TX

Brooks Morgan, CFP®
Portfolio Manager, Lead Advisor · Austin TX

Able Billheimer
Operations · Austin TX

John W. Byrd
Special Advisor & Financial Planning Consultant · Dallas/Fort Worth TX

Klair Van Slyke
Brand Manager · Austin TX

Austin CFP Team Latest Posts

Latest news, and informational posts by the Austin CFP® Team:

Five Key Concepts for Financial Success

Posted 12/13/2017 by WorthPointe Wealth Management

The following blog post is an excerpt of the WorthPointe e-book, The Informed Investor. We created The Informed Investor to show you a Nobel Prize–winning approach crafted to optimize your investment portfolio over time. We have designed it specifically to not only support you in your efforts to preserve what you already have, but to […]
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Estate Planning in the World of Marriage Equality

Posted 12/11/2017 by Kermit Johns

This is an excerpt from the WorthPointe e-book A Financial Planning Guide for the LGBT Community by Kermit Johns. This resource is provided as a complimentary resource to aid for the community. For the many couples who could not marry prior to marriage equality, estate planning was vitally important to gain some of the protections […]
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Avoiding 8 Big Mistakes in Retirement

Posted 12/10/2017 by WorthPointe Wealth Management

Tens of millions of Americans are looking forward to the day they retire. Others enjoy their profession and can’t imagine a life without work. Yet, even those folks recognize that one day they won’t wake up on a Monday and head into the office. In either case, a common goal is present — a comfortable […]
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Investing Shouldn't Be Complicated

Investing Shouldn’t be Complicated

Posted 12/06/2017 by WorthPointe Wealth Management

The following blog post is an excerpt of the WorthPointe e-book, The Informed Investor. We created The Informed Investor to show you a Nobel Prize–winning approach crafted to optimize your investment portfolio over time. We have designed it specifically to not only support you in your efforts to preserve what you already have, but to […]
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A Short Guide to Homeowner’s Insurance

Posted 12/04/2017 by Kermit Johns

This is an excerpt from the WorthPointe e-book A Financial Planning Guide for the LGBT Community by Kermit Johns. This resource is provided as a complimentary resource to aid for the community. Homeowner’s Insurance A common notion when shopping for insurance is that as long as the coverage limits match, a policy or quote comparison […]
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How We Define Wealth Management

How We Define Wealth Management

Posted 11/29/2017 by WorthPointe Wealth Management

The following blog post is an excerpt of the WorthPointe e-book, The Informed Investor. We created The Informed Investor to show you a Nobel Prize–winning approach crafted to optimize your investment portfolio over time. We have designed it specifically to not only support you in your efforts to preserve what you already have, but to […]
Read More

Austin 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.

Contact the Austin Office

Contact Us:

6836 Bee Cave Rd #210
Austin, TX 78746
(800) 620-4232
Worthpointe Austin Offices

Worthpointe Austin Offices