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.,
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:

Mindfulness & Discipline: Essential Ingredients for Successful Investing

Posted 10/17/2017 by Morgan H. Smith Jr. IMBA CFP®

I would like you to think about something. What is your biggest roadblock to being free from financial anxiety and uncertainty? You’re experienced. You’re knowledgeable. You have an idea of what you want and you have occasions where you are very focused on the activities that will get you there. You are mindful of the […]
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Morgan Smith Named Finalist for San Diego Veteran and Military Entrepreneur Award

Posted 10/08/2017 by WorthPointe Wealth Management

Morgan Smith has been named a finalist for San Diego Business Journal’s Military & Entrepreneur Awards. This new awards program and educational conference will be held at the Hyatt Regency La Jolla at Aventine, 3777 La Jolla Village Drive, on Wednesday, October 25, 2017. He has taught engineering, leadership and management as an Assistant Professor […]
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The Mindfulness of Being Financially Successful

Posted 09/18/2017 by Morgan H. Smith Jr. IMBA CFP®

“Mindfulness doesn’t do any good unless there’s discipline attached to it.” We became financial advisors first and foremost to provide our clients with fulfilled, happy lives. Austin Partner Morgan H. Smith discusses the important role that mindfulness plays in your financial life and how a financial advisor can guide you in financial discipline.
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Hurricane Harvey Retirement Plan Loan Relief

Posted 09/08/2017 by Morgan H. Smith Jr. IMBA CFP®

The IRS has just announced some relief for certain verification procedures for those needing to take hardship loans and distributions from their qualified retirement plans due to Hurricane Harvey. In IRS Announcement 2017-11, the IRS lays out the rationale and stipulations of the relief. There are specific restraints on what can normally be deemed a […]
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The Morgan Report 2017 Q2 Review: Passing Inspection

Posted 07/17/2017 by Morgan H. Smith Jr. IMBA CFP®

I’m always surprised where my inspiration comes from for my quarterly reviews. This quarter it comes from a photo of my 3-year-old son getting his first official military salute from Vice Admiral Mike Shoemaker, who was the Grand Marshall for this year’s 4th of July parade in my hometown of Coronado, CA. It may also […]
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WorthPointe Named Top Austin Financial Planner

WorthPointe Featured on Best Austin Financial Planners List

Posted 05/15/2017 by WorthPointe Wealth Management

The Austin Business Journal recently featured WorthPointe on their list of top Financial Planning Firms in the Austin area that they released earlier this month. The 2017 list of financial planning firms was open to comprehensive financial planners with offices in the Austin area. We’re proud to provide support the Austin community with comprehensive and […]
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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