At REAP Financial, we have a deep-seated commitment to you and those you care about most. Our team of experts work together to address every aspect of your financial world from retirement services and investments to estate planning, wealth management, tax mitigation, and much more.
Our Austin financial advisors serve a distinct clientele of affluent families and successful entrepreneurs with complex needs for the future who want to leave lasting legacies.Have you ever wondered how everyday ordinary people build extraordinary wealth? Welcome to Wealth Radio, the show where your life and your money take center stage.
Our Austin financial advisors serve a distinct clientele of affluent families and successful entrepreneurs with complex needs for the future who want to leave lasting legacies.Have you ever wondered how everyday ordinary people build extraordinary wealth? Welcome to Wealth Radio, the show where your life and your money take center stage.
Services
We were founded to help successful families achieve all that is important to them and we strive to work with professionals who also have expertise in their related fields. We work with successful families and individuals to go beyond typical investment planning. We provide the collective perspective of a team, rather than just one individual's advice in helping you achieve your goals.
REAP Financial is not solely an investment firm. We handle every part of your financial world, from estate planning to tax mitigation to charitable planning and everything in between. We understand that the five biggest concerns of high net worth families are: Wealth Preservation, Efficient Tax Planning, Estate Planning, Asset Protection and Strategic Charitable Giving, and so our areas of expertise align with those areas and more.
A family office is a privately held company that handles investment management and wealth management for a wealthy family, generally one with over $100 million in investable assets, with the goal being to effectively grow and transfer wealth across generations. Our Virtual Family Office (VFO) service takes Elite Wealth Management to the next level.
Our strategy is used to get rid of the overwhelming nature of your personal finances and to determine the most appropriate solutions on how to bridge the gap from where you are now to where you want to be in the future. Every castle has a moat around it to protect it from invading forces.
Your personal financial castle needs a "virtual moat" to help protect your wealth from potential lawsuits, illnesses, death, disabilities, accidents, divorces, and much more.Want to reach your goals quickly? Taxes could be holding you back. Wealth Enhancement is all about strategies to mitigate your taxes and help restructure liabilities to lift these anchors so you can move ahead effectively and efficiently.
Your personal financial castle needs a "virtual moat" to help protect your wealth from potential lawsuits, illnesses, death, disabilities, accidents, divorces, and much more.Want to reach your goals quickly? Taxes could be holding you back. Wealth Enhancement is all about strategies to mitigate your taxes and help restructure liabilities to lift these anchors so you can move ahead effectively and efficiently.
We work with a select group of families and successful entrepreneurs intentionally. This enables us to understand and devote the necessary time to our clients' critical needs. We work closely in collaboration to meet those needs over time through a consultative process. This is where our role as Personal CFO begins to have a significant impact on your overall financial picture.
Reviews (9)
Tina Rodwilk
May 14, 2021
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Mike Parker
Apr 01, 2021
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I can't say enough good thing about Reap Financial. Chris Heerlein (Managing Partner) and Mariah Holmes (Client Services Specialist for our account) have provided excellent service and better than market returns over the 6 months that Reap has been managing our retirement assets.
After seeing Chris' infomercials on KXAN my wife and I decided to give Reap a call to determine if what they offer would fit our goals associated with our retirement assets. After three separate 45 minute meetings with Chris (over a time period of 4 weeks) my wife and I decided to move a vast majority of our retirement
After seeing Chris' infomercials on KXAN my wife and I decided to give Reap a call to determine if what they offer would fit our goals associated with our retirement assets. After three separate 45 minute meetings with Chris (over a time period of 4 weeks) my wife and I decided to move a vast majority of our retirement
Randy G.
Mar 30, 2021
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My wife and I were introduced to Reap Financial while watching Chris at the end of the Wednesday evening news. His info was always relevant to our situation and after our initial meeting with Leah we felt confident that they would be a good fit for us.
I would like to recognize Melanie who has the knowledge and patience to take the time and answer any and all the questions we have! There are many choices when looking for a company to provide financial planning. The most important thing for me is to align with someone that "teaches" as opposed to someone that sells.
I would like to recognize Melanie who has the knowledge and patience to take the time and answer any and all the questions we have! There are many choices when looking for a company to provide financial planning. The most important thing for me is to align with someone that "teaches" as opposed to someone that sells.
Heather Dyke
Mar 28, 2021
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Leah Wheless with Reap Financial is simply awesome! I've been working with Leah as my advisor for several years and I cannot say enough good things about her. Leah has my full confidence because she has handled my portfolio flawlessly and she is professional, personable and demonstrates my best interest is her priority. Leah's support staff is also helpful and responsive. I am very glad I chose Reap Financial and even happier that Leah became my advisor. Thank you Leah and the Reap Team.
Goats On The Porch
Oct 21, 2020
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I had reached out to this company several times and when they finally returned my call, the lady I spoke with was rude and hung up on me when she realized I didn't have 300K worth of savings . Apparently, this company isn't willing to help older people struggling with their financial situation, when we are the ones that need help figuring out retirement the most. So, if you're a decent, older person who's worked hard all your life, but don't have at least 300K in savings, don't bother contacting this company. They'll dismiss you like you are a piece of garbage.
Janie Veach
Nov 18, 2016
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I have enjoyed the option of partial retirement for the past eight years. In the beginning, I experienced anxiety about the reduction of income but with the guidance of Sandra Newman and the REAP Financial staff, the anxieties dissipated with knowledge gained about how to manage income to live the retirement you planned.
Sandra and Chris are responsive to phone calls and provide answers to questions regarding my account. Although, I do not have a vast retirement fund, Sandra takes a personal interest in my thoughts and plans. Her caring, Christian ethics demonstrate concern for me as a person
Sandra and Chris are responsive to phone calls and provide answers to questions regarding my account. Although, I do not have a vast retirement fund, Sandra takes a personal interest in my thoughts and plans. Her caring, Christian ethics demonstrate concern for me as a person
Dan Jarvis
Nov 20, 2015
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Following many years of saving without a plan and having a haphazard collection of investments I found that working with REAP has provided me with an overall strategy as I enter my retirement years. This has given some peace of mind and understanding as to what are my financial goals. The staff has been nothing but professional and available as we have worked together to implement our plan. I would recommend REAP as a source for anyone to work with who wants to have a comprehensive understanding and plan for their financial future. Chris has been excellent to work with and proactive in managing
Logan Pillay
Oct 13, 2015
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Sandra is constantly reviewing my portfolio in relation to what the market is doing, and giving me the best possible advice. Most recently, we moved a significant portion of funds to an Annuity contract that is more stable and yields a better return. This is only one of the things that tells me that she has the best interests of her clients at heart. She is supported by her wonderful, caring and efficient team.
Even if you are not retiring anytime soon, it is never too early to start planning. Reap has a proven track record for giving you the best guidance and service.
Even if you are not retiring anytime soon, it is never too early to start planning. Reap has a proven track record for giving you the best guidance and service.
Thuan Doan
Sep 26, 2012
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ThomasD - Jan 26, 2012The Retirement Seminar organized by REAP Financial was easy to understand and very helpful for my retirement planning. A couple days later I met Mrs. Sandra Newman at her office. She analyzed my current financial situation, explained what I might need when I retire and advised how I should invest so that I can live comfortably when I retire. I am happy with the service & advise at REAP Financial.
