Meet Our Team

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Michael Irvin
Private Wealth Advisor


Direct: (512) 718-0548

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About Michael

Michael Irvin joined Planwise Financial Group in 2022 after spending the last 6 years working as a private wealth advisor at another firm in Austin. Michael works primarily with small business owners and high net worth individuals to develop and implement strategies that enhance and add value to his clients’ lives. Areas that Michael works with clients include portfolio management, cash flow planning, retirement planning, insurance strategies, and generational wealth planning.

Michael began his career in Dallas, TX as an analyst for a national real estate group. After several years in Dallas, he had an opportunity to move to Little Rock, AR to work as a commercial banker. There he worked with local business owners on financing needs for everything from simple working capital needs to construction of large real estate projects.

 

While in Arkansas, Michael earned his MBA from the Walton College of Business at The University of Arkansas. Additionally, he served as President of the Board of Directors for Big Brothers Big Sisters of Central Arkansas while also serving on the board of directors and finance committee for The First Tee of Central Arkansas.

Here in Austin Michael is currently serving on the board of the Austin chapter of Quail Coalition – a Texas wildlife conservation group focused on raising money for organizations that support wildlife habitat and the introduction of youth to the outdoors. He also just finished his first season coaching his son’s tee ball team at Northwest Little League.

During his spare time Michael enjoys spending time with his wife Lindsay and his two children, Grace (8) and MJ (4). His hobbies include hunting, fishing, and playing golf.

Michael is also known to enjoy
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The Great Outdoors

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