Holdfast Wealth Management

Who We Are

Holdfast Wealth Management is a fee-only wealth management firm based in Austin, Texas. We empower individuals to navigate their financial journey with clarity and confidence by providing personalized financial planning and investment guidance.

Our Founder: John Dapper

John Dapper, the founder and CEO of Holdfast Wealth Management, is a seasoned professional with deep legal and business expertise. Driven by a passion for financial planning and a commitment to client success, John has built a reputation as a trusted advisor for individuals and families in the Austin community and beyond.

Our Philosophy

We believe in building a strong foundation for your financial future by:

• Understanding your unique needs: We take the time to understand your financial goals, risk tolerance, and aspirations.
• Creating a comprehensive plan: We develop a personalized roadmap tailored to your specific situation and objectives.
• Transparency and accountability: As a fee-only firm, we provide clear and upfront fees so you know exactly what you're paying and what you're getting.
• Long-term focus: We take a disciplined and strategic approach to investing and wealth management, prioritizing sustainable growth and security.

Our Services

We offer a wide range of services to meet your diverse financial needs, including:

• Retirement planning: Secure your future with tailored strategies for retirement accounts, investment options, and estate planning.
• Investment management: Optimize your investments through diversified portfolios aligned with your risk tolerance and financial goals.
• Wealth planning: Create a holistic plan to manage your assets, liabilities, and estate considerations.
• Financial planning: Develop a customized roadmap to achieve your financial aspirations and maintain financial security.

Our Approach

We are committed to a collaborative and client-centered approach. We work closely with you to:

• Identify your financial goals and concerns.
• Assess your current financial situation.
• Develop a customized plan with clear steps and timelines.
• Track and review your progress regularly to ensure your plan remains effective.

Our Values

At Holdfast Wealth Management, we stand by these values:

• Integrity: We prioritize honesty and transparency in all our interactions.
• Client-centeredness: Your goals are our goals.
• Professionalism: We uphold the highest ethical and industry standards.
• Sustainability: We adopt a long-term approach to investing and wealth management.