Holdfast Wealth Management

Financial Advisor Austin

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How Much Money Do I Really Need to Retire?

July 7, 2017 By John Dapper

That question – and figuring out the answer – is daunting, especially since you can’t see the future. There’s no “one-size-fits-all” magic retirement number. You’ll need more money after you retire if Continue Reading

5 Things to Consider When Planning Your Retirement

June 23, 2017 By John Dapper

It's never too soon to think about retirement, because no matter how much technology improves, medical science advances, and society fluxes, there are some things that never change: you’ll always need Continue Reading

Is Generation X Ready for Retirement?

May 25, 2017 By John Dapper

Generation X (aka Gen Xers) – individuals born between 1965 and 1978 – are facing intimidating uncertainties about their upcoming retirement. Gen Xers entered the workforce around the same time Continue Reading

Investing Tips: Index Mutual Funds and Exchange Traded Funds

April 26, 2017 By John Dapper

Are you unsure what to do with the money you've saved? You've probably heard that investing in the stock market is a good way to accumulate wealth – but you’re probably also unsure about getting 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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