Meghan Lape-Lefevre

Austin, Texas

Services Offered:

  • College Savings
  • Estate
  • Financial Planning
  • Investment Management
  • Retirement
  • Taxes

Fee Structure:

  • AUM
  • Hourly
  • Fixed/flat

Fee Only?     yes


About Me

Top Issues


Equal Opportunity

Human Rights

My journey in finance started just after my transition becoming a military spouse. Having to move every three years, it was difficult to reinvent yourself and find new employment each and every time you were assigned somewhere new. Over the years I have done everything from teaching high school mathematics to preparing taxes and financial counseling, the latter of which I was happy to make my career.

After an excruciating divorce, I was forced to reevaluate all aspects of myself. I realized that I was not content simply doing financial counseling. As a counselor, there are strict limitations and I could not act as a financial adviser or a financial planner in any way. Being frustrated by this limitation made it clear that financial planning is my true calling.


Years of Experience



  • CFP® - Certified Financial Planner®
  • MS - Master of Science
    Financial Planning
    University of Nebraska-Lincoln
  • BS - Bachelor of Science
    Franklin University