Why We’re Here

Austin Wealth Solutions is an independent financial planning firm offering a variety of services ranging from financial coaching to retirement planning. Our wide variety of products and services allows us the privilege of servicing the needs of most every customer.

We understand that being successful in business requires putting the customer first. For that reason, we spend a great deal of time ensuring that we get to know our customers on a personal level. We feel strongly that this allows us the opportunity to better understand the distinct needs of each individual. In reaching this level of understanding we can ultimately work towards our end goal, which is to provide small-town service while still delivering industry-leading strategies to all customers. 

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Austin Wealth Solutions is a registered investment adviser in the state of Ohio. The adviser may transact business in states where it is appropriately registered, or where it is excluded or exempted from registration. Information presented is for educational purposes only and is not an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser or a tax professional before implementing any strategy discussed herein.

This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Austin Wealth Solutions and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Privacy Notice

We collect personal information necessary to open accounts and do business. This information is collected when you provide such information, seek investment advice, or complete an application. We also collect your personal information from other sources, such as credit bureaus, affiliates, or other companies.

To protect your personal information from unauthorized access and use we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings. Austin Wealth Solutions does not share your information with affiliates or non-affiliates, nor do we joint market.

We will never share, trade, or otherwise sell your personal information such as Phone numbers and SMS consent to third parties under any circumstances. Questions regarding our privacy policy or how your data is collected/used can be directed to info@austinwealthsolutions.com.