BirdRock Wealth
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.
You put in the work. You built something real. But hard work alone doesn't keep you in the driver's seat — a solid financial plan does.
At BirdRock Wealth, we help you connect the dots between what you've built and the life you actually want to live. Not just retirement someday. A life in motion, now.
Planning ahead is powerful. Let's make sure yours is working for you.
🔗 Link in bio to start the conversation.
07/10/2026
Money talks are hard enough on your own. Add two different money personalities to the mix, and it can feel like you're speaking completely different financial languages.
The good news? Opposite money styles don't have to be a source of conflict. With the right conversations and a shared plan, they can actually complement each other.
Our latest blog breaks down how spender-saver couples can find common ground, from setting up regular money check-ins to building a strategy that honors both partners' priorities.
Read it:
https://birdrockwealth.com/when-a-spender-and-a-saver-fall-in-love-financial-management-for-couples/
Planning ahead is powerful.
Your retirement shouldn't come with surprises.
That's why we partner with people like Kendra Neiderost of Nest Egg Retirement Solutions — because great financial planning goes beyond the portfolio. Health insurance and Medicare coverage are pieces of the puzzle that too many people overlook until it's too late.
At BirdRock Wealth, we connect our clients with trusted specialists who share our commitment to education-first guidance. Because when you have the right team in your corner, you can approach every chapter of life with clarity and confidence.
Planning ahead is powerful.
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.
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.
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Telephone
Website
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 |
