Alex Yeager

CFP®

Everlong Financial, LLC

Financial Adviser

Alex Yeager

CFP®

Everlong Financial, LLC

Financial Adviser

As a fiduciary financial planner, you can rest assured that I am always working in your best interest. - Alex Yeager, CFP®

Alexander Yeager is a Austin, TX financial advisor and investment manager. Everlong Financial, LLC specializes in financial planning, investment management, and retirement planning to help clients work towards their financial goals at all stages of life. Alexander Yeager is a fiduciary financial planner.

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 the past 10 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 into their careers and wealth. 

In 2009, I married my wife Elizabeth in the mountain town of Asheville, North Carolina. Together, we enjoy taking our dog Wrigley to the park and walking the trail around Lady Bird Lake. I am an avid runner and I challenge myself 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. 

Education

I graduated from the University of North Carolina at Chapel Hill with a B.S. in Psychology. I obtained the CERTIFIED FINANCIAL PLANNER™ certification in June 2009. 

Alex Yeager's fiduciary obligation is governed by:

  • Certified Financial Planner (CFP)
  • National Association of Personal Financial Advisors (NAPFA)
  • XY Planning Network

Everlong Financial offers comprehensive financial advice and portfolio management services to individuals and their families across the country from our 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 ten 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.

Learn Why Fiduciary Matters When Choosing a Financial Advisor:

Specialties

  • Financial Planning
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Business Planning
  • Estate Services

Ideal Clients

  • Attorneys
  • Young Families
  • Medical Professionals
  • Entrepreneurs & Business Owners
  • Retirees and Near Retirees
  • Sudden Money Situations

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • No-Cost Initial Consultation
  • Hourly Fee
  • Monthly Retainer
  • % of Assets Under Management

Professional Designations & Affiliations

  • Certified Financial Planner (CFP)
    Alex Yeager is CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • National Association of Personal Financial Advisors (NAPFA)
    Alex Yeager is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • XY Planning Network
    Alex Yeager is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

  • Financial Planning Association
    Alex Yeager is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

Contact Alex Yeager

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Office Locations:

  • 3800 N Lamar Blvd
    Suite 200
    Austin, TX 78756

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