Holdfast Wealth Management

Financial Advisor Austin

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Seven Costly Financial Mistakes Recent Grads & Young Professionals Should Avoid

January 24, 2019 By John Dapper

Whether you’re a recent grad or preparing to strike out for the first time, it is important to start on a solid financial footing. Today, we’re going to take a look at some common mistakes that young Continue Reading

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

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

Small Business Retirement Plans

September 6, 2017 By John Dapper

Many small business owners are unaware that there are qualified retirement plans tailor-made for one-person enterprises, professional practices, and entrepreneurs with new start-ups. Here are a few of 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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