Holdfast Wealth Management

Financial Advisor Austin

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Evaluating the “4 Percent Rule” in Light of the Current Bond Market

September 17, 2018 By John Dapper

We all want a secure financial future. We want to know that our retirement funds are invested well, and that they will provide for a comfortable life throughout the duration of our retirement. This Continue Reading

5 Tips to start saving for your child’s college education

August 13, 2018 By John Dapper

Saving for college can seem overwhelming, but it doesn’t have to be. Parents understandably worry about the cost of a quality education these days, with tuition and expenses ballooning. This makes it Continue Reading

Top 20 Financial Mistakes

June 19, 2018 By John Dapper

These are the top 20 financial mistakes people typically make: No emergency fund Not contributing to 401(k) Not contributing to 401(k) to maximum amount of employer’s match Timeshares Continue Reading

3 Things to Consider Before Claiming Social Security

September 15, 2017 By John Dapper

Millions of Americans are getting ready to retire and asking “When should I start claiming Social Security?” When to begin receiving Social Security benefits is one of the most important decisions 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 |

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