Alex Yeager
CFP®
Everlong Financial
Financial Advisor
Alex Yeager
CFP®
Everlong Financial
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Alex Yeager, CFP®
Fee-Only financial planner located in Austin, TX, serving clients locally and across the country
Alex Yeager is a Austin, TX fee-only financial planner. Everlong Financial provides comprehensive and objective financial planning and investment management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Alex Yeager is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Alex Yeager is the founder and fee-only financial advisor at Everlong Financial.
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 with our three children, we enjoy taking our dog Wrigley to the park and walking the trail around Lady Bird Lake. I am an avid runner and I attempt 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.
Alex Yeager is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Alex Yeager is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Alex Yeager is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Alex Yeager is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Alex Yeager is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Alex Yeager
Office Locations:
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3800 N Lamar Blvd
Suite 200
Austin, TX 78756
