Durbin Bennett Private Wealth Management was founded by entrepreneurs and has a long history of working with business owners, families, and individuals in Austin, Texas. We are a local firm with national recognition that offers a wide range of services suited for individuals, executives, entrepreneurs, families, and those with generational wealth.
Our professional team's expertise is broad and deep so we understand the complex and unique nature of each client's circumstances. Whether you own a startup or are a Fortune 500 executive, whether you are building wealth or managing generational wealth, we have custom solutions for you. As fiduciaries we are legally obligated to always put you first and act in your best interest.
Our professional team's expertise is broad and deep so we understand the complex and unique nature of each client's circumstances. Whether you own a startup or are a Fortune 500 executive, whether you are building wealth or managing generational wealth, we have custom solutions for you. As fiduciaries we are legally obligated to always put you first and act in your best interest.
Reviews (3)
K. Buchanan
Jan 01, 2019
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I have been using Durbin Bennett to manage my investments for many years. They are exceedingly honest and very responsive. I am very appreciative that they can speak at a high level or get down to the nitty gritty details depending on your investment experience (I have a lot of financial/investment experience through my work life but my spouse has little).
They manage your portfolio to your risk level, although they are staunch believers in capturing most of the upswing and as little as the downswing as possible so if you like super racy returns, this probably is not your place.
I highly recommend
They manage your portfolio to your risk level, although they are staunch believers in capturing most of the upswing and as little as the downswing as possible so if you like super racy returns, this probably is not your place.
I highly recommend
Howard Schaffer
Jul 16, 2018
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I was a customer for over 6 years, they did very little to help me achieve my financial goals and put me many times in expensive funds causing fees on fees and further hurting my ROI. I went through 4 different advisers during my time. They are not worth the fees they charge, you would do better investing in the S&P and/or a robo-advisor. Be cautious when hiring any financial adviser!!
Josh Alexander
Jun 22, 2018
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Sharpest investment advisers in Central Texas.
As an experienced financial professional and a professor of finance, I'm wary of the advice I get from anyone claiming to have better/more investment insight than me; those interactions usually turn out... poorly. However, that is absolutely not the case with Durbin Bennett; Matt and Paul are two of the smartest, most informed investment professionals that I have ever met. They solve for the optimized portfolio allocation for each client, not a one-size-fits-most format. Highly recommend.
As an experienced financial professional and a professor of finance, I'm wary of the advice I get from anyone claiming to have better/more investment insight than me; those interactions usually turn out... poorly. However, that is absolutely not the case with Durbin Bennett; Matt and Paul are two of the smartest, most informed investment professionals that I have ever met. They solve for the optimized portfolio allocation for each client, not a one-size-fits-most format. Highly recommend.
