Trusted Financial Advisors Serving Austin, TX
At The Consortium Capital, we help Austin residents and business owners create financial strategies that reflect the city’s fast-paced growth and vibrant economy. Whether you’re preparing for retirement, growing a business, or managing generational wealth, our team is here to guide you with expert, fiduciary-first advice.
Our Austin-Based Financial Solutions
Investment Advisory
Manage risk and grow your portfolio with our holistic approach to investing.
Retirement Planning
Develop retirement strategies that align with your lifestyle and income goals in Texas.
Estate & Legacy Planning
Protect your wealth and ensure a smooth transfer for future generations.
Business Financial Solutions for Texas Entrepreneurs
We help Austin entrepreneurs and professionals structure, scale, and eventually exit with confidence.
Special Needs Financial Planning
Build sustainable, secure plans for loved ones with lifelong care needs.
Tax Strategy & Optimization
Navigate Texas’s unique tax landscape with proactive, efficient planning.
Why Austin Chooses The Consortium Capital
-
Deep understanding of Austin’s tech-driven and entrepreneurial economy
-
Virtual and in-person consultations available across the metro area
-
Transparent, commission-free advice focused solely on your goals
-
Trusted by clients across Texas for over a decade
-
Advisors who value relationships, not just returns
Financial Trends in Austin, TX
As one of the nation’s fastest-growing cities, Austin’s blend of innovation, real estate investment, and business development presents unique opportunities for financial planning — especially for tech professionals, retirees, and business owners looking to build and preserve wealth.
Future
A good financial plan is a road map that shows us exactly how the choices we make today will affect our future
— Alexa Von Tobel, CFP and Founder of LearnVest
Frequently Asked Questions – Austin, TX
Do you offer in-person consultations in Austin?
Yes. We offer both in-person and virtual appointments to accommodate your preferences throughout the greater Austin area.
Is Texas a tax-friendly state for retirement?
Absolutely. Texas has no state income tax, making it an ideal location to structure retirement and legacy plans effectively.
Do you work with Austin-based business owners?
Yes, we provide comprehensive planning for startups, small businesses, and professionals looking to scale or exit with a strategy.
Can you help families with special needs planning in Austin?
We specialize in building sustainable financial plans for families supporting children or adults with special needs, ensuring long-term security.
info@divifinancialadvisor.com
Business Hours
Monday - Friday 9am - 5 pm