Austin Fields
Financial Advisor
My goal as a financial advisor is to help clients have peace of mind about their financial life through a personalized financial plan and investment strategy.
OVERVIEW
Since 2018, Austin has been providing public accounting and financial services to businesses and individuals all over the country. Austin provides holistic wealth management through financial planning including cash flow analysis, retirement planning and asset allocation with an emphasis on tax efficiency.
Austin believes in taking the time to understand a client's needs and creating a comprehensive approach to financial planning and investment management. Austin will always put the client first and provide solutions to the various challenges that a client may face.
Outside of his professional life, Austin enjoys spending time with his family. He also enjoys playing soccer, going hiking and traveling to new places.
QUALIFICATIONS
Memberships
- American Institute of Certified Public Accountants
- Utah Association of Certified Public Accountants
Designations/Licensures
- Certified Public Accountant
- Registered Investment Advisor, Series 65
Education
- Bachelor of Accountancy - Brigham Young University
- Master of Accountancy - Western Governors University
KNOWLEDGE
Client Work
- Provides financial planning services to high net worth individuals and small to mid-size businesses owners.
- Offers investment portfolio management and asset allocation services including stocks, exchange traded funds, mutual funds and proper cash management.
- Creates investment withdrawal strategies to properly fund retirement and minimize taxes.
Financial Advisor offers Investment Advisory Services through Eide Bailly Advisors LLC, a Registered Investment Advisor. Eide Bailly Financial Services, LLC is the holding company for Eide Bailly Advisors, LLC, which is owned and operated by Eide Bailly LLP.