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Royce G. Itschner, CPA, CFP®

Managing Wealth for Generations

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Clear Rock Advisors Royce G. Itschner, CPA, CFP®
Kerrville, Texas

Serving Clients Nationwide

Managing Wealth for Generations

Areas of Focus

  • Estate Planning
  • Financial Life Planning
  • Investment Management
  • Living in Retirement
  • Taxes

About Me

Royce G. Itschner serves as Managing Director and Senior Wealth Strategist at Clear Rock Advisors, providing financial planning and investment management services. Prior to joining Clear Rock Advisors, he served as Secretary, Treasurer and Director for Massey, Itschner & Company, P.C. Prior to that, he served at Arthur Andersen, followed by employment in an affluent family business.

Royce received his MBA from Texas A&I University and a BBA in Finance and Accounting. He holds the designations of Certified Public Accountant (CPA), Investment Advisor Representative (IAR) and CERTIFIED FINANCIAL PLANNER™.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Certified Public Accountant (CPA)

Location

707, Hill Country Drive, Kerrville, Texas, 78028

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Percentage of Assets Managed

What to expect in the first meeting

Getting started with Clear Rock is easy. Click the 'Book Intro Call' button above and take a few minutes to complete our initial assessment to explore if working with Clear Rock is a good fit for you. Clear Rock is a full-service wealth management firm specializing in providing financial planning and investment management services for clients with investable assets above $1M.

Offers Investment Management

Yes

About our Firm

Clear Rock Advisors, LLC is an independent investment management firm headquartered in Austin, Texas. At Clear Rock, our clients are our extended family that we work closely with to provide highly personalized wealth management solutions tailored to assessing and achieving specific individualized objectives. From strategy design through implementation and ongoing management, the Clear Rock team works diligently to provide sophisticated solutions with high touch client service. Our ongoing management process includes regular updates and modifications to ensure a current and dynamic plan is being optimally implemented.

Our namesake comes from the Hall Family’s Clear Rock Ranch, which is the inspiration for how our company was designed and functions. For generations, it has been a special place for family and friends to be together. At Clear Rock, the truth is always spoken, and values, ideas and knowledge are openly shared between generations. Removed from modern life’s distractions and noise, Clear Rock has been a place to think clearly while knowing a clear mind makes the best decisions.

Clear Rock’s financial experts strive to embody the strength, values and knowledge shared at the Clear Rock Ranch. By building authentic relationships with our clients, we can preserve family legacies while empowering future generations.

Education

Texas A&I University , MBA & BBA in Finance and Accounting

Badges

Who We Serve

  • Baby Boomers
  • Business Owners
  • Couples
  • Dual Income Family
  • Gen X
  • Intergenerational Families
  • Living in Retirement