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.

10/16/2026

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.

Those 7 accounts in the graphic above? They're also where a lot of divorces don't end as cleanly as people think.401(k)s...
09/29/2026

Those 7 accounts in the graphic above? They're also where a lot of divorces don't end as cleanly as people think.

401(k)s. IRAs. Life insurance. HSAs. Annuities. TOD/POD accounts. 529s — each one comes with its own beneficiary form, filled out once, years before anything changed. Your will can say your ex gets nothing. These forms don't check the will. They pay out to whoever's name is still on file. Full stop.

An old 401(k) from a job you held during the marriage — never updated, still lists your ex.
A life insurance policy taken out around your wedding — same story.
An IRA or old employer plan you rolled over years ago and haven't looked at since.

This isn't a rare edge case — it's one of the most common (and expensive) mistakes we see post-divorce. Not because people forget. It's that beneficiary forms live outside your estate documents, so updating your will feels like it should be enough. It isn't.

As an Austin-based, fiduciary wealth management practice, this is exactly the kind of gap we build into how we work with clients — checking beneficiary designations against real life, not just the plan on paper. It takes about 15 minutes. Pull up your retirement accounts, life insurance, and investment accounts and check who's actually listed.

Have you looked at yours since your divorce was finalized?

Read the full breakdown 🔗 birdrockwealth.com/update-beneficiaries-after-divorce-avoid-a-costly-mistake



*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.

December gets all the attention for tax planning. But by then, you're often making rushed decisions to beat a deadline i...
09/25/2026

December gets all the attention for tax planning. But by then, you're often making rushed decisions to beat a deadline instead of deliberate ones.

September and October are actually the better window. Swipe through why →

None of these require a rushed decision today. They do require starting the conversation before the calendar runs out.

*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.

Plans send out their Annual Notice of Change in September, outlining what's shifting for January. Most people wait for t...
09/24/2026

Plans send out their Annual Notice of Change in September, outlining what's shifting for January. Most people wait for that envelope to think about any of this. A little homework now makes those letters a lot easier to read.

Swipe through what to pull together before it arrives →

This isn't about picking next year's plan yet. It's about walking into that decision with real numbers instead of guessing under a deadline.

*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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