BirdRock Wealth

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.

Major life transitions don't wait for the right market conditions. Whether you're navigating a divorce, selling a busine...
06/23/2026

Major life transitions don't wait for the right market conditions. Whether you're navigating a divorce, selling a business, or stepping into retirement, the financial decisions you make in those moments carry real weight.

A 100% fiduciary advisor helps you cut through the noise, ask the right questions, and build a plan that's actually aligned with where you want to go.

You don't have to figure it out alone. Planning ahead is powerful.

To every dad who's thinking about more than just today—the college funds, the wedding someday, the business you've built...
06/21/2026

To every dad who's thinking about more than just today—the college funds, the wedding someday, the business you've built to pass on—this one's for you.

Being a great father isn't just about showing up. It's about planning ahead so the people you love have options when it matters most.

At BirdRock, we work with parents navigating those pivotal moments: funding a child's future, protecting what you've built, making sure your wealth actually reflects your values.

Because the best gift you can give your family isn't wrapped in a box. It's the clarity and confidence that comes from a plan built around them.

Happy Father's Day. Planning ahead is powerful.

They come with pressure, competing priorities, and decisions that carry real weight.At BirdRock, we sit on the same side...
06/20/2026

They come with pressure, competing priorities, and decisions that carry real weight.

At BirdRock, we sit on the same side of the table as our clients — 100% fiduciary, fee-based. Our job is to think three steps ahead so you can focus on what actually matters: the next chapter of your life.

If you're navigating a major transition and want a partner who treats your wealth as a means to a life, not just a number to optimize — let's talk.

Planning ahead is powerful.

06/19/2026

Most people leave free retirement money on the table without even realizing it.

One small move — increasing your 401(k) contribution by just $25 a week — can change the trajectory of your retirement. That's $100 a month. $1,300 a year. And over two or three decades, the compounding effect is significant.

At BirdRock, we help clients see beyond the day-to-day and build a retirement strategy that actually fits their life — not just their spreadsheet.

Consider reaching out to your HR department today and exploring what a small adjustment could mean for your future.

Planning ahead is powerful.

Before the emails and the daily decisions, there are quiet moments where you can just look at the horizon — think about ...
06/16/2026

Before the emails and the daily decisions, there are quiet moments where you can just look at the horizon — think about your family's future, or what it finally feels like to stop running and just arrive.

Those moments matter. And they deserve a real answer.

At BirdRock, we handle the financial strategy so you can stay focused on the experiences that make it worth building in the first place.

Consider this: if the finances were no longer a source of stress, what would you do differently?

That's how clarity turns into confidence.

06/13/2026

Divorce rewrites everything, and the financial decisions that follow are rarely just about money.

Where you live, how you rebuild, what comes next... these are the conversations we have with clients every day at BirdRock Wealth. Not just the numbers on a spreadsheet, but the real-life decisions that shape what your next chapter actually looks like.

That's what a fiduciary partner is for.

Not to hand you a product, but to help you think it all the way through before you're in the middle of it.

Planning ahead is powerful.

You spent years putting everyone else first. The kids, the business, the mortgage. And somewhere along the way, your ret...
06/12/2026

You spent years putting everyone else first. The kids, the business, the mortgage. And somewhere along the way, your retirement got pushed to the back burner.

Here's the thing nobody tells you: every year you wait isn't just time lost. It's compounding opportunity lost.

The good news? It's rarely too late to build a strategy that actually works for your life. A fiduciary partner brings the clarity and structure to help you prioritize your goals, cut through the noise, and move forward with confidence.

Because if it don't make dolla's, it don't make cents.

Life doesn't pause for the market — and it definitely doesn't pause for your portfolio.Divorce, retirement, selling a bu...
06/11/2026

Life doesn't pause for the market — and it definitely doesn't pause for your portfolio.

Divorce, retirement, selling a business, a kid heading to college. These moments don't come with a rehearsal. They come with questions, pressure, and decisions that matter.

That's where we come in. BirdRock clients don't navigate the hard stuff alone. They have a fiduciary partner who's already thought three steps ahead — so when the moment arrives, they're ready.

Planning ahead is powerful.

The water is cold at 6am.But you paddle out anyway, because this is the hour that belongs to you. Before the emails. Bef...
06/09/2026

The water is cold at 6am.

But you paddle out anyway, because this is the hour that belongs to you. Before the emails. Before the decisions. Before the weight of everything you've built starts pulling at your shoulders.

Out here, the only thing that matters is the horizon.

And somewhere between that first wave and the drive home, you find yourself thinking about your daughter's wedding next fall. About the business you've spent 20 years growing, and whether letting it go will actually feel like freedom, or just loss. About what it means to finally stop running toward something and just... arrive.

These are the questions that keep people up at night. Not market returns. Not rate hikes.

Life.

At BirdRock, we work with people in the middle of exactly these moments. The transitions that don't fit neatly into a spreadsheet. The ones that are equal parts financial and deeply, uncomfortably human.

We're fiduciary. Fee-based. And we show up not just for the math, but for the weight of what the math actually means to you.

Because when you paddle back in, you deserve to feel clear. Not just about your portfolio, but about what you're building it for.

Planning ahead is powerful.

06/06/2026

Austin real estate has shifted — and if you're buying right now, you're in the driver's seat.

Here's what we're seeing on the ground: one of our clients selling in Horseshoe Bay has had to drop the price and offer concessions just to stay competitive. Meanwhile, another client who's buying? More inventory, less competition, and room to negotiate on both price and closing costs.

Yes, interest rates are higher than they were a couple years ago. But fewer buyers in the market means more leverage for the ones who are ready to move.

If you've been waiting for the right moment to buy in Austin — this might be worth a closer look.

Planning ahead is powerful.

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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