Michael Stoehr
Wealth Management | I help professionals & families build with tax-efficient strategies so they can retire on their terms — without leaving money on the table
- Role
- Financial Professional Wealth Management, Retirement Planning, & Tax Mitigation Strategies at Equitable Advisors
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
About Michael Stoehr
Most people I work with have done everything “right” — they’ve saved, invested, and built something real. But when we sit down together, we almost always find the same thing: money quietly leaking out, gaps in their plan, and no clear picture of what retirement actually looks like for them.I specializing in comprehensive financial planning and providing tax-efficient strategies for professionals and families building toward the $500K–1M+ range. I work virtually with clients across the country, which means you get a dedicated advisor without being limited to who’s in your zip code. What I help with:• Giving you a clear financial roadmap• Coordinating your investments, insurance, and estate planning strategies• Building a retirement income strategy that actually works• Tax-efficient strategies across your financial pictureIf you’re earning well but feel like your financial plan is either nonexistent or scattered across accounts and advisors — let’s talk. I offer a free 30-minute introductory call with zero pressure.
Experience
Financial Professional Wealth Management, Retirement Planning, & Tax Mitigation Strategies
Jul 2023 — Present · Austin, TX, US
Education
High Point University
Bachelor of Science in Business Administration, Business Administration and Marketing
Skills
- Leadership
- Hootsuite
- Retail
- Communication
- Imovie
- Surfing
- Social Media
- Marketing
- Retail Sales
- Social Skills
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