You're signed outSign in or to get full access.
About
Kevin Weaver, CFP®, is a Partner at Austin Private Wealth in Austin, Texas, where he delivers personalized wealth management and fiduciary financial planning services to individuals, families, and institutions. His key responsibilities include asset allocation, holistic portfolio design, and advising on areas such as retirement, education, estate planning, and charitable giving. Weaver specializes in constructing diversified, tailored portfolios with a focus on public equities, fixed income, and alternative investments, in addition to providing guidance on tax-efficient strategies and intergenerational wealth transfers.
Prior to joining Austin Private Wealth in 2021, Kevin developed a successful solo advisory practice after beginning his career in management consulting at Deloitte and corporate finance at IBM. He spent nearly 18 years as a Financial Advisor at Ameriprise Financial Services, demonstrating extensive expertise in comprehensive planning, risk management, and client education.
Weaver holds a Bachelor of Arts in Economics from Trinity and is a CERTIFIED FINANCIAL PLANNER™ professional. He is recognized for his thought leadership, including public commentary and insights on legislative developments such as the SECURE Act 2.0, and is dedicated to delivering conflict-free, client-first solutions through a fee-only fiduciary advisory practice.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Austin Private Wealth | Partner | Jan 2022 to Present | — |
| Austin Private Wealth | Financial Advisor | May 2021 to Dec 2021 | — |
| Ameriprise Financial Services, Inc. | Financial Advisor | Aug 2003 to May 2021 | — |
| IBM | Business Development Manager | Apr 2001 to Aug 2003 | — |
| Deloitte | Consultant | Aug 1998 to Apr 2001 | — |
Education
Trinity
Bachelor Of Arts, Economics
1994 — 1998
Skills & Expertise
Others at Austin Private Wealth, LLC (6)
| Name | Role | Location |
|---|---|---|
| Partner | Austin, TX , United States | |
| Investment Analyst | Austin, TX , United States | |
| Managing Partner | United States | |
| Managing Partner | Austin, TX , United States | |
| Managing Partner | Austin, TX , United States | |
K Kenneth Daly | Trading Specialist | Austin, TX , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Partner | Per Stirling Capital Management, LLC. | Austin, TX , United States | |
| Partner | Per Stirling Capital Management, LLC. | Austin, TX , United States | |
| Partner and Portfolio Manager | Oxbow Advisors, LLC | Houston, TX , United States | |
| Vice President Portfolio Management Systems | Oxbow Advisors, LLC | Tyler, TX , United States | |
| Partner | Lion Street Advisors, LLC | United States | |
| Associate | TCG Advisory Services, LLC | Austin, TX , United States | |
| Partner | TCG Advisory Services, LLC | Austin, TX , United States |