Alex Yeager

Experienced advice tailored for your family to help achieve your financial goals

Connect Cancel

Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.

Click Here to Learn More
Contact Me
Everlong Financial, LLC Alex Yeager
Austin, TX

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 Me

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™ Professional

Affiliations

  • Financial Planning Association
  • National Association of Personal Financial Advisors
  • The AGC
  • XY Planning Network

Primary Location

3906 N Lamar Blvd suite 204c, Austin, TX

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Advice-Only
  • 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 our Firm

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

Who We Serve

  • Attorneys
  • Corporate Executives
  • Dual Income Family
  • Families
  • Gen X
  • Gen Y / Millennials
  • Individuals
  • Living in Retirement
  • Parents
  • Physicians
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.