Why Us

Why Work With Us…

At Austin Wealth Solutions our process starts with an introductory meeting where we get to know you as a person. It is our belief that without understanding who you are as a person we can not properly determine what your financial needs are. With a wide variety of products and services at our disposal, it's imperative that we identify a strategy that truly fits your unique needs; financial planning is not a one size fits all industry.

Throughout our onboarding process the focus will continue to be on understanding. Once we fully understand your financial position we want to ensure that you understand our recommendations. For an individual to be truly comfortable with their financial planner they must understand both the recommendations made and the process necessary to get there. We think that our process leads to longer-lasting and more fruitful relationships.

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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.