Holdfast Wealth Management

Financial Advisor Austin

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College. Retirement. Healthcare.

These are the boogeymen of adulthood. If you’ve got them covered, you sleep better at night, right? But even if you have addressed them one by one, do you worry that there’s no overall plan?

John DapperAs your financial planner, I use a very broad set of skills and experiences to ensure that the different pieces of your financial life work together. I add the most value when you really let me dig into things and take a look at all your insurance (I don’t sell it), your household budget, tax returns, and, finally, your investments.

Here’s where I toot my own horn: I have both law and business degrees (Hook’em!) and I’ve been investing in the stock market since I was 19 years old (I bought a closed end emerging market fund—didn’t really know what that was). In my law practice, I was general counsel to startups, did some litigation and also did will and estate planning (and still do some). I’ve been in the securities industry since 2006, first in compliance, and then as a financial advisor. My practice is fee-only, you’ll always know what I’m paid. My focus is on building a repeatable process that you can trust in and stick with for the long haul. My goal is to be the first call my clients make when they have financial questions about anything. I don’t have all the answers, but I know how to look them up.

I spend all day, every day thinking about markets and planning. I’m honest (Eagle Scout) and accessible (phone calls and emails get returned promptly. Give me a shout if you’re ready for a financial coach and we’ll see if we want to work together to create a wealth planning process tailored to your unique goals and your appetite for risk.

Plans are useless, but planning is indispensable.
–Dwight D. Eisenhower

Plan more. Worry less.
–John Dapper

No matter where you go, there you are.
–Buckaroo Banzai


Latest Blog Posts

1st Quarter 2022 Market Summary

May 2, 2022 By holdfast

Market Facts Not in Rubles - Russia has until Wednesday, May 4th, to pay $2.2 billion of foreign debt that was originally due to be paid to an American bank on April 4, 2022. If Russia is unable to Continue Reading

Four End-of-Year Considerations for 2020

October 8, 2020 By John Dapper

Another year, another year-end wrap up, and what a slog it’s been! Between a global health crisis unlike anything we’ve seen in over a century and the economic uncertainty that came along with it, I Continue Reading

Unpacking the SECURE Act

February 20, 2020 By John Dapper

In December of 2019, Congress passed a new piece of legislation called the “Setting Every Community Up for Retirement Enhancement” (SECURE) Act. The goal of this overhaul was to address problems and Continue Reading

4 Tips for Updating Your Budget from 2019 to 2020

December 19, 2019 By John Dapper

As 2019 comes to a close, it’s important to take a moment to reflect on the year, including your finances, too! To make things a little easier, we’re going to take a look at a few financial planning Continue Reading

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Holdfast Wealth Management works as your fee-only personal advisor, offering a wide range of consulting services such as retirement planning, investment and wealth management, and holistic financial plans. We proudly serve clients in Austin, Texas and the surrounding communities.


3711 Greystone Drive, Austin, Texas 78731
512.693.8384 | info@holdfastwealth.com

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