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Eric Rabbanian, CFP®, CIMA®, CPWA®, MBA, JD
At Apella Wealth Austin, we help clients bring clarity, structure, and confidence to their financial lives. We begin by understanding your goals, values, and priorities, then build a plan that connects today’s choices with the future you want to create.
We operate as fiduciaries, providing advice that is objective, disciplined, and aligned entirely with your best interests. You’ll benefit from the resources of a national firm combined with the personal attention of a local team committed to transparency, thoughtful planning, and long-term partnership.
The Austin team provides fiduciary advice and financial life planning for:
- Individuals and Families - Personalized planning tailored to your goals and life stage.
- Retirees – Sustainable income strategies, health care and tax considerations, and legacy planning.
- Business Owners and Entrepreneurs – Planning for growth, benefits, risk management, and business transitions.
- Professionals and Executives – Guidance on equity compensation, benefits, and long-term planning.
- Tech & Engineering Professionals – Support for stock options, RSUs, deferred comp, and retirement decisions.
Our team offers comprehensive wealth management and planning designed to support your financial goals at every stage of life.
- Comprehensive Financial Planning - Holistic planning that aligns your financial life with your long-term goals.
- Investment Management - Evidence-based investment oversight to keep your portfolio aligned with your priorities.
- Business Owner Advisory - Support for protecting your business, offering employee benefits, and planning ownership transitions.
- Cash-Flow & Income Planning - Planning for the unexpected today and creating sustainable income in retirement.
- Estate & Legacy Planning - Helping you prepare for passing wealth to loved ones and supporting the causes you care about.
Choosing the right financial partner is one of the most important decisions you’ll ever make. Here’s what you can expect when working with Apella Wealth:
- Fiduciary duty to put your interests first.
- Fee-only, conflict-free advice.
- Personalized planning shaped around your values.
- Evidence-based investment discipline.
- Clear communication and proactive guidance
At Apella Wealth, the focus is always on you — your goals, your vision, and your financial future.
We’d be glad to start a conversation. Call us at (512) 944-3638 or connect online.
