Durbin Bennett Private Wealth Management / Financial Advisor in Austin, Texas

We provide customized wealth management including investment management and charitable giving expertise that helps simplify our clients’ complex financial situations. We understand the needs of entrepreneurs who are considering selling their businesses or have already sold their business, and we help them plan for financial independence. Because many of our clients haven’t managed their finances for quite a while as they’ve built up their businesses, we provide guidance, education and expertise. Our clients feel informed, confident, and reassured as they enter the next phase of their lives.

Specialties

Advisory And Investment Management Business Planning Certified Financial Planner CFP ® Charitable Planning College Planning Comprehensive Financial Planning Estate Planning ETFs Family Financial Planning Fee Only Fee-Only Fiduciary Financial Planning Financial Planning Advice And Services Income Tax Planning Independent Investment Advisor Investment Consulting Investment Management Investment Policy Statements Investment Services IRA Legacy Planning Mutual Funds Passive Investment Strategies Professional Wealth Management Registered Investment Advisor Retirement Income Planning Retirement Planning Rollover Of 401k Or IRA Socially Responsible Investments Stocks Wealth Management