Jeffrey Weeks

CFP®

ATX Portfolio Advisors

Financial Advisor

Jeffrey Weeks

CFP®

ATX Portfolio Advisors

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jeffrey Weeks, CFP®

Fee-Only financial planner located in Austin, TX, serving clients locally and across the country

Jeffrey Weeks is a Austin, TX fee-only financial planner. ATX Portfolio Advisors provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jeffrey Weeks is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

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.

 

Jeffrey Weeks is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s 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

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.

 

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

  • National Association of Personal Financial Advisors (NAPFA)
    Jeffrey Weeks is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Jeffrey Weeks is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® 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.

Contact Jeffrey Weeks

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Office Locations:

  • 401 Congress Ave
    Ste 1540
    Austin, TX

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