Alex  Yeager

Alex Yeager

| CFP®

Everlong Financial

(512) 524-3832

Contact Me

Fee-Only Financial Planner serving the Austin, TX area.

Specialties

  • Fee-Only Financial Planning
  • Financial Review
  • Hourly Fee Consultations
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Estate Planning
  • Insurance Services
  • College Education Planning
  • 401(k) and IRAs
  • Business Planning
  • Employee Benefits

Website

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3800 N Lamar Blvd
Suite 200
Austin, TX 78756

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Alex Yeager is a Austin, TX Fee-Only Financial Planner serving Austin and all surrounding areas. Everlong Financial specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Alex Yeager is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

I began my financial career working as a bank teller during spring breaks and summers while at college. Always strong with numbers, this role introduced me to the importance of developing trusting relationships and delivering superior client service. I have put these skills to work for both institutional and private offices, advising clients and constructing investment portfolios for the past 10 years.

In 2014, I formed Everlong Financial in Austin, Texas. My goal was to create a financial planning practice that integrates my investment experience with technology of today. I strongly believes that everyone can benefit from having a formal financial plan in place. As a young professional, I know this is especially true for those just growing into their careers and wealth. 

In 2009, I married my wife Elizabeth in the mountain town of Asheville, North Carolina. Together, we enjoy taking our dog Wrigley to the park and walking the trail around Lady Bird Lake. I am an avid runner and I challenge myself to run 100 miles in the heat of July each year. Living in the "Live Music Capital of the World," I enjoy live music and searching for vinyl LPs to broaden my music collection. 

Education

I graduated from the University of North Carolina at Chapel Hill with a B.S. in Psychology. I obtained the CERTIFIED FINANCIAL PLANNER™ certification in June 2009. 

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Everlong Financial offers comprehensive financial advice and portfolio management services to individuals and their families across the country from our office in Austin, Texas. I'm a fee-only firm, which means I'm paid by you and you alone. I receive no commissions for the trades I place and no kickbacks for the services I recommend. This fee-only philosophy is the only method I feel is appropriate in order to provide honest advice. My clients' interests and objectives are at the forefront of my practice and advice, always.

Over the last ten years of working in the financial industry, I have garnered a wealth of knowledge that I apply to each plan I write and each portfolio I manage. I leverage this knowledge with the most current technology tools of today to provide you with access to your plan and progress. I direct my communication style to fit your needs - meeting online or in-person and communicating via email or telephone.

Working together, I develop an understanding of your needs and objectives to craft your financial plan. I strive to deliver objective, experienced advice tailored to your family to help achieve your financial goals.

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