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:

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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Essentials of Selling Your Business (and Designing Your Post-Sale Life)

Posted 05/08/2017 by Morgan H. Smith Jr. IMBA CFP®

You never have so much success, money, or experience that you can’t go broke. Develop a plan for post-sale success prior to the sale of your business. WorthPointe Partner Morgan H. Smith, Jr., IMBA, CFP® was invited by the Austin Dale Group to discuss the personal financial strategies to consider while selling your tech business. […]
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Estate Planning

Posted 05/01/2017 by Scott W. O'Brien CFP®

This is an excerpt from Chapter 7 of Certified Financial Planner™ Scott O’Brien’s brand new e-book Surviving to Thriving: A Financial Resource for Divorcées and Widows. This e-book brings you in depth information from 7 experts across industries to help women manage the financial and personal elements of life’s major transitions. Download your complimentary copy […]
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Insurance for Women in Transition

Posted 04/24/2017 by WorthPointe Wealth Management

This is an excerpt from Chapter 6 of Certified Financial Planner™ Scott O’Brien’s brand new e-book Surviving to Thriving: A Financial Resource for Divorcées and Widows. This e-book brings you in depth information from 7 experts across industries to help women manage the financial and personal elements of life’s major transitions. Download your complimentary copy […]
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What You Need to Know About Credit

Posted 04/17/2017 by Scott W. O'Brien CFP®

This is an excerpt from Chapter 5 of Certified Financial Planner™ Scott O’Brien’s brand new e-book Surviving to Thriving: A Financial Resource for Divorcées and Widows. This e-book brings you in depth information from 7 experts across industries to help women manage the financial and personal elements of life’s major transitions. Download your complimentary copy […]
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Financial Planners Austin, Healthcare Planning, Scott O'Brien CERTIFIED FINANCIAL PLANNER™

How are you celebrating National Health Care Decision Day?

Posted 04/14/2017 by Scott W. O'Brien CFP®

How are you celebrating National Health Care Decision Day? I doubt you are going to celebrate National Health Care Decision day with cake and balloons. However, it would be a great day to finally get your financial documents in order in case you have a healthcare crisis. The theme of NHCD day this year is […]
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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