John Robert Austin

Since entering the financial services industry in 1976, Austin has built a clientele that consists of individuals, businesses, retirement plans and foundations. Austin places emphasis on diversification in an attempt to reduce risk and potentially increase return and works closely with each client to develop a personalized portfolio within the framework of his clients’ risk tolerance.

Austin’s mission is to guide his clients in the stewardship of that scarcest resource of all: capital.

In the investment planning process he seeks to design (or redesign) portfolios to obtain an optimal balance between risk and reward, he diversifies your exposure to various asset classes in order to, hopefully, align your portfolio on an optimal (theoretical) efficient frontier*.

This process is based, in part, upon the works of Nobel Laureates Harry Markowitz, Merton Miller and William Sharpe. Austin also invests globally, in proportions which more closely mirror the world’s capital markets. Where appropriate, he also uses derivatives and alternative investments*.

Austin’s value proposition is simple: over four decades of experience combined with independence, integrity, leading-edge tools, and knowledge means Austin can help clients do more than just, “Diversify and Pray”™.

Austin is a graduate of Eisenhower College of the Rochester Institute of Technology (RIT) and graduated “With Distinction” (Highest Honors) from the Thunderbird School of Global Management (“Thunderbird”) and holds a Masters in International Management (MIM).

Austin is a member of the Financial Planning Association (FPA) and served as a Chapter President, Director and Treasurer. He has received both the Distinguished Service Award and the Leadership Award from the FPA. He is also a member of the Financial Services Institute (FSI). Austin is an Accredited Investment Fiduciary.

Austin is a member of the Olney Chamber of Commerce (OCOC) and has served as President and as a Director of the OCOC.

Austin’s family has a long history of military service. His father served on the Ticonderoga in the Pacific in WWII, his grandfather gave his life on a ship supplying Patton’s invasion of North Africa. His son is the proud recipient of the Order of the World Wars (JROTC). General Philip Henry Sheridan is his mom’s ancestor.

Securities and investment advisory services are offered through Cetera Advisor Networks LLC, Member FINRA/SIPC a Broker-Dealer and a Registered Investment Adviser. Austin Wealth Management is not affiliated with Cetera Advisor Networks. 21840 New Hampshire Avenue Brookeville, MD 20833

*There are no assurances that these objectives will be met. Additional risks are associated with international investing, such as; currency fluctuations, political and economic instability and differences in accounting standards.

All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful. A diversified portfolio does not assure a profit or protect against loss in a declining market.