Reap Financial Group, LLC

REAP Financial Group is an independent wealth management firm located in Austin, Texas, offering investment management, financial planning, and consulting services primarily to individuals and trusts. REAP Financial Group takes a comprehensive approach to helping clients achieve their financial goals by assisting with cash flow management, tax planning advice, insurance reviews, portfolio management, education funding, retirement planning, and estate planning. For portfolio management, REAP Financial Group typically utilizes third-party money managers, such as Bison Wealth and Signal Advisors Wealth, to handle day-to-day trading while maintaining the primary advisory relationship and ongoing oversight. Additionally, REAP Financial Group provides due diligence and advice on alternative investments for qualified accredited investors. The firm also operates an affiliated insurance agency, REAP Insurance Group, which offers insurance products and annuities for a commission. REAP Financial Group is owned by Hannah Heerlein and Christopher Heerlein through a holding company.