Vanessa McElwrath (CFP®, CPA)

Vanessa McElwrath focuses in the
following client markets or areas of practice:

  • Business Owners
  • Corporate Executives
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Tax Planning
  • Women's Financial Planning Issues

Planning Specialties

With over 10 years of experience in financial services in Austin, Texas, Vanessa specializes in developing comprehensive wealth plans and creating portfolios based in Nobel-prize winning research. Vanessa considers your goals alongside her extensive experience in investment consulting, estate and asset protection planning, tax planning and employee benefits planning. She helps clients work through complex financial issues and partners closely with their tax, legal, and insurance advisors to ensure a comprehensive and coordinated approach. Vanessa believes in giving clients solid, unbiased advice and building relationships that make a tangible, positive difference in their lives.

Additional Information

Vanessa is a Certified Public Accountant (CPA) and a Certified Financial Planner (CFP®). She specializes in creating investment portfolios with financial planning in mind.

NAPFA Start Date

August 02, 2021


This Office

411 W Main St #300 Round Rock, TX 78664 Phone: (512) 270-3200

Other Offices

401 Congress Ave Ste 1100 Austin, TX 78701-3788 Phone: (512) 275-2700