Alex Yeager
Experienced advice tailored for your family to help achieve your financial goals
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Serving Clients Nationwide
Experienced advice tailored for your family to help achieve your financial goals
Areas of Focus
- Employee Benefits
- Financial Life Planning
- High Net Worth
- Investment Management
- Retirement Planning
About Alex Yeager
Hi, I'm Alex Yeager. I began my financial career working as a bank teller during spring breaks and summers while at college. Always strong with numbers, this role introduced me to the importance of developing trusting relationships and delivering superior client service. I have put these skills to work for both institutional and private offices, advising clients and constructing investment portfolios for nearly 20 years.In 2014, I formed Everlong Financial in Austin, Texas. My goal was to create a financial planning practice that integrates my investment experience with technology of today. I strongly believes that everyone can benefit from having a formal financial plan in place. As a young professional, I know this is especially true for those just growing their families, career, and wealth.
In 2009, I married my wife Elizabeth in the mountain town of Asheville, North Carolina. Together with our three children, we enjoy the outdoors at Zilker Park and walking the trail around Lady Bird Lake. I am an avid runner and I attempt to run 100 miles in the heat of July each year. Living in the "Live Music Capital of the World," I enjoy live music and searching for vinyl LPs to broaden my music collection.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
-
Financial Planning Association
- National Association of Personal Financial Advisors
- The AGC
- XY Planning Network
- National Association of Personal Financial Advisors
Primary Location
3906 N Lamar Blvd suite 204c, Austin, TX
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Offers Advice-Only Services
- Fee Only
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
After you review the website, please contact me to schedule a complimentary discussion. This meeting, which can be on the telephone, in-person, or online, is used to answer any questions you may have about me or my services. I will also ask questions to discover your needs and objectives, determine if I am a good fit for you, and provide you an estimate of the cost for services.Offers Investment Management
Yes
About Everlong Financial, LLC
Everlong Financial offers comprehensive financial advice and portfolio management services to individuals and their families across the country from my office in Austin, Texas. I'm a fee-only firm, which means I'm paid by you and you alone. I receive no commissions for the trades I place and no kickbacks for the services I recommend. This fee-only philosophy is the only method I feel is appropriate in order to provide honest advice. My clients' interests and objectives are at the forefront of my practice and advice, always.Over the last 20 years of working in the financial industry, I have garnered a wealth of knowledge that I apply to each plan I write and each portfolio I manage. I leverage this knowledge with the most current technology tools of today to provide you with access to your plan and progress. I direct my communication style to fit your needs - meeting online or in-person and communicating via email or telephone.
Working together, I develop an understanding of your needs and objectives to craft your financial plan. I strive to deliver objective, experienced advice tailored to your family to help achieve your financial goals.
Education
University of North Carolina at Chapel Hill, Bachelor of Science, Psychology
Hobbies and Interests
- Cars
- Cycling
- Exercising
- Family
- Music
- Running
- Soccer
SEC Lookup
View DisclosureWho We Serve
- Attorneys
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Gen Y / Millennials
- Individuals
- Living in Retirement
- Parents
- Physicians
- Young Families
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