David W. Austin

David W. Austin

IBIS Wealth Management, LLC

This adviser will provide you with a COMPLIMENTARY initial consultation

Minimum client assets required: $300,000

Minimum client income required: No minimum required

Title: Senior Financial Advisor

Offering advice since: 1981

Areas of focus:

  • Portfolio Management
  • Retirement Planning

Further information about David W. Austin:

David W. Austin, CFP, is a fee-only financial and investment advisor and a Certified Financial Planner licensee, having completed the coursework from the College for Financial Planning in Denver, and received the CFP designation from the Certified Financial Planner Board of Standards in 1984. His areas of specialty include investment portfolio design and management, pre- and post-retirement planning, tax planning, and estate planning.

Mr. Austin is a graduate of the University of New Hampshire and has been active in the financial services industry for 33 years. For over 25 years he has provided comprehensive financial planning and investment advisory services to individuals, trusts, pensions, and charitable organizations. He is a former Vice President of a major, international insurance company, and has conducted over 500 seminars on capital creation and personal financial management throughout the United States.

In 1986, he formed Austin Financial Advisers, Inc., a Registered Investment Advisor, to provide comprehensive financial planning and investment advisory services to a wide variety of individuals, organizations, and qualified retirement plans. From 1992 to 2000, he was a senior financial advisor with Kathleen Day & Associates (now The Enrichment Group), and in 2000, he merged his practice with Foldes Financial Management, LLC. In 2010, he joined IBIS Wealth Management, LLC, as a senior financial advisor.

Mr. Austin is a member of the international Financial Planning Association. As an independent, fee-only financial advisor, he custodies all securities through the Institutional division of Charles Schwab & Company. He has written for various publications including The Miami Herald, Registered Investment Advisor, Financial Services Week, Financial Product News, Mutual Funds Magazine, and Bloomberg's Wealth Manager. Mr. Austin was a featured speaker on Risk Management at the South Florida Financial Planning Symposium Expo '91 in Miami, and an expert panelist on mutual fund investing for the WLRN-TV series "Financial Fitness". He is a former adjunct faculty member of Nova Southeastern University in Ft. Lauderdale, Florida, and the National Center for Financial Services Training in New York, New York, having taught the Certified Financial Planner Certificate Program for both institutions.

Compensation and Fee Structures:

Fee-Only investment advisor

Licenses, Certifications & Affiliations:

CFP
Financial Planning Association

Education:

BA, University of New Hampshire 1972

Will provide references upon request?

Yes


Further information about IBIS Wealth Management, LLC:

(Size of firm: 0-9 advisors)

- Investment Management
We create customized investment portfolios for our clients based upon their unique risk tolerance level and investment time horizon. We utilize a risk tolerance questionnaire (RTQ) as well as discussions with each client in order to properly construct an investment portfolio that attempts to accomplish their short and long-term financial goals and objectives.

- Retirement Planning
We assist our clients with preparing their financial game plan prior to and during their retirement years. We attempt to ensure that growth and income from their portfolio will provide sufficient funds to support their cash flow requirements during their retirement. Our objective advice helps our clients "Sleep Well at Night" during retirement while being comfortable that their portfolio will continue to generate the cash flow required to support their lifestyles.

- Estate Planning, Life Insurance and Mortgage Financing
Since we seek to constantly ensure a high level of objective advice for our clients, we partner with local professionals to provide for our client's estate planning, insurance and mortgage financing needs. The use of specialists ensures that the client receives expert advice that meets their unique and specific needs.


Contact Information for David W. Austin

Phone: 305-222-7822
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Fax: 866-574-1087

Address for David W. Austin:
9100 S. Dadeland Blvd.
Suite 1500
Miami, FL, 33156

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