Jeffrey  Weeks

Jeffrey Weeks

| CFP®

ATX Portfolio Advisors

(512) 537-5955

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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401 Congress Ave
Ste 1540
Austin, TX

Fee-Only & Fiduciary


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

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

My name is Jeff Weeks, Founding Principal of ATX Portfolio Advisors, LLC. I am a Certified Financial Planner™ practitioner and a NAPFA-Registered Financial Advisor with over two decades of experience in the financial services industry. I am a graduate of Texas A&M University and a US Army veteran.

My wealth management career began in 1992 at Edward Jones. From there I moved to Fidelity Investments where over 21 years I worked as a Trader, a Financial Planning Consultant, and ultimately a Vice President, Senior Branch Manager.  I led several of their highest performing branch offices and was responsible for over 5000 relationships representing over $10 billion in assets in Central Texas. 

Through the years, I have worked with thousands of investors. While I have experienced the joy of seeing many achieve their goals, it was the anguish of the few that fell short due to avoidable mistakes that has most shaped my belief that I can make a difference. 

I believe that as your advisor, my job incorporates being your financial planner, wealth manager, coach, and sometimes counselor. We will work together to build a sound financial plan that addresses your needs and concerns. I'll be there for you and your family to provide advice and direction along the way, especially when the path seems most uncertain. Your success is my success.

 

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ATX Portfolio Advisors® is a Fee-Only (When You're Up) Registered Investment Adviser that was founded with the idea that not only do investors need sound independent advice, they also need to know that their advisor is sitting on the same side of the table when the going gets rough. 

Based on academic research and personal experience, I believe that conventional active portfolio management rarely justifies the extra expense it typically requires. That is why I have based my approach on evidence based index funds for their low cost and track record of performance. In addition, I will waive your monthly advisory fee when the occasional downturn results in your balance falling below the previous month's.

 

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