Jeff Weeks
CFP®
ATX Portfolio Advisors
Principal
Jeff Weeks
CFP®
ATX Portfolio Advisors
Principal
As a Fee-Only financial planner, I put your interests first. I work either hourly or on a "Fee-Only (When You're Up)" asset based approach we call Accountable Wealth Management. - Jeff Weeks, CFP®
Fee-Only (When You're Up) financial advisor located in Austin, TX, serving clients locally and across the country
Jeff Weeks is the founder and Principal of ATX Portfolio Advisors®. As a fee-only, fiduciary, and independent financial planner, Jeff is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
We work with clients either on an hourly basis or on a "Fee-Only (When You're Up)" asset based approach we call Accountable Wealth Management.
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.
Jeff Weeks 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.
ATX Portfolio Advisors® is an independent fee-only financial planning and registered investment advisor firm located in Austin, TX. We provide comprehensive and objective advice and wealth management to business owners, executives, and affluent professionals to organize, grow, and protect their wealth. We operate under a fiduciary standard of care to our clients.
We work with clients either on an hourly basis or on a "Fee-Only (When You're Up)" wealth management approach we call Accountable Wealth Management.
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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Jeffrey Weeks 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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Jeffrey Weeks 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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ATX Portfolio Advisors is an Approved Dimensional Funds AdvisorDimensional believes an advisor can work closely with you to understand your financial needs and provide a range of wealth management services, while encouraging the discipline essential to long-term investment success. Financial advisors who work with Dimensional operate independently from Dimensional and vary in the extent to which they use Dimensional funds.
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Jeffrey Weeks is Quoted on CNBC: "Now you can donate to charity through your IRA"
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Jeffrey Weeks is Quoted on Money: "Money, Marriage and a Big Age Gap: 6 Ways to Make Sure Your Retirement Is Safe"
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Jeffrey Weeks is Quoted on TheStreet.com: "Retirement's Biggest Enemy? Procrastinatation"
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Jeffrey Weeks is Quoted in US News and World Report: "4 Money Mistakes People Often Make After a Spouse Dies"
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Jeffrey Weeks is Quoted on Yahoo Finance: "How to Know When You Need a Financial Advisor"
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Jeffrey Weeks is Quoted on Money: "Can I Trust Retirement Savings Calculators?"
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Jeffrey Weeks is Quoted in US News and World Report: "Prep Your Portfolio for the New Year:
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Jeffrey Weeks is Quoted on FinancialAdvisorIQ: "Discounters’ Incentives May Be News to Clients"
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Jeffrey Weeks is Quoted in the Wall Street Journal: "Advisers at Leading Discount Brokers Win Bonuses to Push Higher-Priced Products"
Contact Jeff Weeks
Office Locations:
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500 N Capital of Texas Hwy
Bldg 8-100
Austin, TX 78746
