BirdRock Wealth

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BirdRock Wealth BirdRock Wealth is a Registered Investment Advisor based in Austin, TX. Our goal is to help our clients secure their financial future.

BirdRock Wealth is a Registered Investment Advisor based in Austin, TX and has assets under management of $150 Million. BirdRock Asset Management is an Informa-PSN Top Gun Money Manager Of The Decade and Steve Levy is a six-time Texas Monthly Five Star Wealth Manager. The firm's Small Cap portfolio is also ranked Five Stars by Morningstar as of 2/23/2023. Investment performance is GIPS (Global Investment Performance Standards) verified by ACA Compliance Group.

10/23/2026

Not what you'd expect a financial advisor to say. But AI is a great way to think through questions like:

🔹 Should I take Social Security early or later?
🔹 What happens if I claim at 62 and invest it?
🔹 What should I ask before I meet with my advisor?

Here's what it can't do: give you the discipline to follow the plan. Taking the money and not spending it is the hard part, and that's where having someone in your corner matters.

Have you asked AI a money question yet? Tell us what you asked 👇

📍 Boutique, fee-only fiduciary wealth management · Austin, TX · Est. 2006 🔗 Link in bio to talk with our team

*For informational and educational purposes only. Not investment, tax or Social Security claiming advice. When to claim Social Security depends on your individual situation. Investing involves risk, including possible loss of principal. Past performance is no guarantee of future results.

How do you get your personal finances ready before selling a business? Start before the letter of intent.60% of owners 5...
10/22/2026

How do you get your personal finances ready before selling a business? Start before the letter of intent.

60% of owners 50+ have no formal succession plan. (Zelle, 2026)

✅ Know your after-tax number
✅ Build a personal balance sheet
✅ Talk to your CPA before the LOI
✅ Plan your first year after closing

📖 Read the full guide on our blog: “Before You Sell Your Business: Get Your Personal Finances Ready”
🔗 birdrockwealth.com/before-you-sell-your-business-personal-finances (link in bio)
💬 Or comment “GUIDE” and we’ll DM it to you.

📍 Fiduciary wealth management · Austin, TX

*For informational and educational purposes only — not investment, legal or tax advice. Investing involves risk, including possible loss of principal. Past performance is no guarantee of future results.

10/20/2026

We ran the numbers on a 3.5% Social Security raise. Here’s the catch 👇
Take a hypothetical retired couple in Austin:

$40,000/year in Social Security
$25,000/year from their IRA

A 3.5% COLA adds $1,400 to their benefits. It also makes about $595 more of those benefits federally taxable, because the income thresholds haven’t changed since 1984 and 1993.

The raise is still a raise. It’s just smaller than the headline, and it can nudge your tax bracket, your Roth conversion room and future Medicare premiums.

Quick answers:
❓ When was the 2027 COLA announced? Wednesday, October 14, 2026.
❓ When does it hit my check? With your January 2027 payment.
❓ Does Texas tax Social Security? No state income tax here, but federal tax can still apply.

💬 Comment “COLA” and we’ll send you the official number Wednesday.
📌 Save this for when your new benefit letter arrives.

BirdRock Wealth · Boutique fiduciary wealth management in Austin, TX since 2006. Your plan, built around your life.
🔗 Link in bio to talk with our team

*Hypothetical example for illustration only; assumes married filing jointly with no other income. Not tax, legal or investment advice. COLA estimates are projections; see SSA.gov for official figures.

10/16/2026

Should you own international stocks? If your portfolio is mostly US companies, it's worth asking.

Most American investors hold far more US stocks than the US's share of the world market. It has a name: home bias. It feels safe because it's familiar, and for the past decade it mostly worked.

Three quick checks for your own portfolio:

1️⃣ What percent is outside the US? Many people don't know the number. Your statement or your advisor can tell you.
2️⃣ Is it on purpose? "I chose 10% international" is a plan. "I own whatever my 401(k) defaulted to" is not.
3️⃣ Would you stick with it? International stocks can trail the US for years. Diversification only works if you hold on through those stretches.

No one knows which market leads next. That's why we build portfolios that don't depend on guessing right.

How much of your portfolio is international? Tell us in the comments 👇

📍 Boutique, fee-only fiduciary wealth management · Austin, TX
🔗 Link in bio to talk with our team

*For informational and educational purposes only — not investment advice or a recommendation. Investing involves risk, including possible loss of principal. International investing carries additional risks, including currency fluctuation and political and economic instability. Diversification does not ensure a profit or protect against loss. Past performance is no guarantee of future results. Returns referenced in the video are approximate, as of August 27, 2026.

10/15/2026

Your P&L says you're profitable. Your bank account says… not so much. 👀
The culprit is usually owner distributions: $100 here, $1,000 there. It adds up fast.

Melissa Collings of Journey Bookkeeping (South Austin) says the fix is simple: ask for an equity report so you know what you're actually taking out.

Clean books → clearer money decisions. That's where your wealth plan starts. 📍 Austin, TX · 🔗 Full video in bio



*For informational and educational purposes only — not investment advice or a recommendation. Speak with an adviser before making financial decisions. Past performance is no guarantee of future results.

10/13/2026

How does your financial advisor get paid? It's one of the most important questions you can ask, and a lot of people never do.

When Steve Levy founded BirdRock Wealth in 2006, he had a choice: commissions or fee-only. He chose fee-only.

🔹 Fee-only: we're paid by our clients, not by commissions on products
🔹 Fiduciary: we're obligated to act in your best interest
🔹 Invested alongside you: our partners own what our clients own

He stood in this same room in 2008 while the market was melting down and told people the same thing he says today: "I'm in it with you."

Do you know how your advisor is paid? Tell us in the comments 👇

📍 Boutique, fee-only fiduciary wealth management · Austin, TX · Est. 2006
🔗 Link in bio to talk with our team

*For informational and educational purposes only. Not investment advice or a recommendation. Investing involves risk, including possible loss of principal. Past performance is no guarantee of future results.

10/09/2026

Being aggressive isn't about how much risk you want. It's about how much you can live with when it gets tested.
Before you go all-in, ask yourself:
1️⃣ If my portfolio dropped 35% next year, would I hold, buy more or sell? Be honest. Most people find out the answer in the middle of the drop.
2️⃣ When will I need this money? Money you need for a house, a business or a kid's tuition in the next 5 years usually shouldn't be in the aggressive bucket.
3️⃣ What's my core? An aggressive sleeve works best when there's a steady foundation underneath it that lets you ride out the rough years.

Clear answers to all three mean you're in a better position to be aggressive on purpose, not by accident.

Save this for your next portfolio check-in 💾 And tell us in the comments: Which question was hardest to answer?

📍 Boutique, fee-only fiduciary wealth management · Austin, TX
🔗 Link in bio to talk with our team

*For informational and educational purposes only — not investment advice or a recommendation. Investing involves risk, including possible loss of principal. Past performance is no guarantee of future results.

Long-term relationships aren't built on returns alone. They're built on showing up, answering the phone, and treating ev...
10/08/2026

Long-term relationships aren't built on returns alone. They're built on showing up, answering the phone, and treating every question as worth a real answer.

That's the standard behind every client relationship at BirdRock: consistent access, real responsiveness, and the peace of mind that comes from knowing your advisor is actually paying attention, year after year.

If you're looking for a boutique wealth management partner who treats your questions and concerns like they matter (because they do), let's talk.

*Testimonial provided by a current client. No compensation was paid for this testimonial. Individual experiences may vary and are not indicative of future results.*

What happens to your 401(k) when you change jobs? It stays yours, and you have four options: leave it, roll it into your...
10/06/2026

What happens to your 401(k) when you change jobs? It stays yours, and you have four options: leave it, roll it into your new employer's plan, roll it into an IRA, or cash it out.

Americans have an estimated 31.9 million forgotten 401(k)s holding about $2.13 trillion. That's an average of roughly $66,700 per account.

The biggest mistakes we see:
❌ Cashing out (taxes + possible penalties + lost growth)
❌ Taking a check (indirect rollover) when a direct rollover was available
❌ Set it and forget it (fees keep running, allocations drift)

This weekend: list your past employers, find old statements, and search the DOL's free Retirement Savings Lost and Found.

Found one? As fiduciary advisors in Austin, we help professionals and business owners decide what to do before money moves. Schedule a consultation at the link in bio.

💾 Save this for your next job change. Tag someone who just started a new role.

*Educational only. Not investment, legal or tax advice.

10/02/2026

It's one sentence. But it's the question that decides whether your advisor is legally required to put your interests first — or just legally allowed to sell you what pays them the most.

A fiduciary financial advisor has to act in your best interest, by law, every time. Not "when it's convenient." Not "unless there's a better commission." Every time.

If you've never asked your advisor this question, ask it today. It's a yes-or-no answer — and if it isn't a fast "yes," that tells you something too.

At BirdRock Wealth, fiduciary duty isn't a marketing line — it's the standard we hold ourselves to for every client in Austin who wants high-touch, lifestyle-focused wealth management from a team that's legally on your side.

📍 Boutique fiduciary wealth management, Austin, TX
🔗 Link in bio to talk with our team

*For informational and educational purposes only — not investment advice or a recommendation. Speak with an adviser before making financial decisions. Past performance is no guarantee of future results.

Address

9433 Bee Cave Road, Building II, Suite 203
Austin, TX
78733

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm

Telephone

+15122360071

Website

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