Financial Advisors for Business Owners and Entrepreneurs in Austin
Need to outsource something else? Search for proactivefractional CFOandaccountantson Sam’s List too. Make sure to check the reviews, it’s one of the most important parts of your vetting process!
Featured Financial Advisors
You work hard for your money. We’ll work hard to help you capitalize on what you’ve earned.
Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life.
Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life.
Financial Advisors
14 Client Reviews
"Chris is the consummate professional. He listens to my concerns and provides insight and recommendations. He is a true partner in my retirement planning. Every interaction with him has exceeded my expectations. I regret not connecting with him sooner."
3 Client Reviews
"Excellent, I have worked with Cayden for over a year and he has been very helpful in building a personal financial plan but also navigating difficult financial scenarios."
3 Client Reviews
"Working with Ryan has been an incredible experience for our family. Since working with Ryan we feel more confident about our financial decisions than we ever have. He took the time to really understand our family's values and hopes for this partnership. His wisdom has helped us navigate many aspects of our finances and hopes for the future. We are so grateful!"
1 Client Reviews
"Can’t say enough about how Matt helped me throughout the years in wealth management and planning for retirement."
1 Client Reviews
"For 2+ years, he has advised/supports my financial goals and that will enable me to fully enjoy my retirement lifestyle. I'm about a year away from being non-employed. I highly recommend him. He can make a difference with your resources. No regrets. Call Ian!"
You work hard for your money. We’ll work hard to help you capitalize on what you’ve earned.
Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life.
Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life.
We strive to transform worry and stress into confidence and peace through careful planning delivered consistently while ensuring we’re accessible when you need us.
Balance Wealth isn’t just about managing finances; it’s about architecting equilibrium in your life. With our human-centered approach to financial planning, we aim to guide you towards this equilibrium. We’ll join you on your journey where balance, wealth, and a fulfilling life converge. We want to serve good, caring people who want to make a difference in this world and the lives of others – and we value that above the numbers on a page or dollars in an account.
Christian financial advice for young, high-income families, professionals, and business owners who want to steward their resources wisely. We integrate tax-smart planning, investments, and cash flow strategies with Biblical wisdom to help you make confident financial decisions.
Showing 9 of 9 results
FrequentlyAsked Questions
Should a business owner hire a financial advisor?
Yes—especially if your business income affects your personal finances. A specialized advisor can help reduce taxes, manage cash flow, and plan your long-term exit.
How much does a financial advisor cost for business owners?
Business advisors typically charge 0.5%–1.5% of assets under management, or $1,000–$5,000 for project-based plans. Some offer hourly rates between $150 and $400.
Can a financial advisor help with paying yourself from an LLC or S-Corp?
Yes. They help structure compensation, distributions, and tax-efficient payroll that aligns with your entity type and long-term financial goals.
Is a financial advisor worth it for small business owners?
In most cases, yes. The right advisor can help reduce taxes, increase profitability, and ensure you’re building wealth both in and outside your business.
How Financial Advisors Help Business Owners and Entrepreneurs
Running a business means your personal finances are deeply tied to your company's success. That’s why business owners and entrepreneurs benefit from working with financial advisors who understand both sides of the equation.
A financial advisor who specializes in working with business owners can help you:
Integrate business and personal finances: Align how much you pay yourself, manage cash flow, and plan for taxes on both fronts.
Minimize taxes: Use entity structure, deductions, and retirement contributions to reduce your tax burden year-round.
Plan for retirement: Whether it’s a SEP IRA, Solo 401(k), or Defined Benefit Plan, they help you choose the right strategy for your stage of growth.
Prepare for an exit or succession: If you plan to sell, transfer, or step away from your business, they’ll guide you through valuation, timing, and tax strategies to protect your wealth.
Diversify your personal finances: Many business owners are overexposed to their business. Advisors can help you build wealth outside of it.
Advisors on Sam’s List who specialize in business owners often collaborate closely with your CPA and attorney to provide coordinated, high-impact advice.
A financial advisor who specializes in working with business owners can help you:
Integrate business and personal finances: Align how much you pay yourself, manage cash flow, and plan for taxes on both fronts.
Minimize taxes: Use entity structure, deductions, and retirement contributions to reduce your tax burden year-round.
Plan for retirement: Whether it’s a SEP IRA, Solo 401(k), or Defined Benefit Plan, they help you choose the right strategy for your stage of growth.
Prepare for an exit or succession: If you plan to sell, transfer, or step away from your business, they’ll guide you through valuation, timing, and tax strategies to protect your wealth.
Diversify your personal finances: Many business owners are overexposed to their business. Advisors can help you build wealth outside of it.
Advisors on Sam’s List who specialize in business owners often collaborate closely with your CPA and attorney to provide coordinated, high-impact advice.
Not sure who’s right for you as a business owner/entrepreneur? Answer a few quick questions, and we’ll introduce you to someone who fits.
Find & Connect with Accountants, Fractional CFOs, and Financial Advisors
Company
Professional Services
Help Guides
Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
