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

Klair Van Slyke
Brand Manager · Austin TX

Austin CFP Team Latest Posts

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

Robo Financial Advice: Is the discount worth the risk?

Posted 05/23/2018 by Joshua I. Wilson CMT

Investing seems like it should be straightforward: buy when stock is low, sell when its high. Reap the profit. Makes sense especially when you consider the big gains demonstrated by the stock market over the past couple of years. Big margins meant bigger discounts for customers of the financial service industry with the growing popularity […]
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The Morgan Report Q1 2018: Volatility vs. Security

Posted 04/17/2018 by Morgan H. Smith Jr. IMBA CFP®

People want a sense of security — emotionally, physically and financially. The truth of life is that we try to manage a tightrope walk between chaos and order. If somehow we can incrementally achieve some order in a life that seems to gravitate toward chaos, we accomplish a great deal in creating a foundation for […]
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What Does Tax Reform Mean For You

What Does Tax Reform Mean for You?

Posted 02/13/2018 by Kermit Johns

As a financial planner, I’ve certainly been getting my share of questions about the recently passed tax reform. In this article, I’ll address some of the most common concerns I’m hearing from clients, but how the changes in the tax code will affect you specifically is something you should discuss with your tax accountant. What’s […]
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Stock Market Plunge: What’s Going On?

Posted 02/06/2018 by WorthPointe Wealth Management

By now, you have probably seen the news that the stock market is taking a dip. There is a lot of information coming at us fast as we watch to see what happens next. We are here to answer a few of your questions. Why is this happening? As she finished her term as the […]
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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