Retirement Planning in Austin, Texas

Per Stirling Capital Management is a collaborative retirement planning firm in Austin specializing in holistic retirement planning, investment portfolio management, and other wealth management services. Our team provides personalized attention without conflicts of interest and strives to build long-term relationships with our clients that are based on trust, and our absolute commitment to Fiduciary Standards of Care. That means that we always act in your best interest as we work together in pursuit of your retirement planning goals. To learn more about our retirement planning approach, check out the retirement planning section on the wealth management page on our website.

Why Work with a Top Retirement Planning Firm in Austin, Texas?

After years of adhering to some of the highest principles in the industry, we’ve built a solid reputation for servicing our clients. We work to simplify the retirement planning process and explain concepts and educate our clients without industry jargon. We work with you as you pursue your retirement goals and dreams, to help keep everything on track. Our Austin-based retirement planning specialists have an understanding of personal finance backed by training and credentials so we can help people just like you to achieve their unique goals.

We have two Austin offices located at 4800 Bee Caves Rd and 4900 Spicewood Springs Rd, Suite 300. Our retirement planning firm in Austin is ready to help you achieve your goals, and we invite you to learn more about our services.

Your Retirement Planning Team in Austin, Texas

Our team of advisors is proud to possess credentials and certifications. The array of professional credentials held by our team provides our clients with access to knowledge that is both deep and diverse. These credentials include:

• CFP® (CERTIFIED FINANCIAL PLANNER TM )
• CPA (Certified Public Accountant)
• ChFC® (Chartered Financial Consultant®)
• CFA® (Chartered Financial Analyst ®)
• AEP® (Accredited Estate Planner®)
• CDFA® (Certified Divorce Financial Analyst®)
• CLU® (Chartered Life Underwriter®)
• CRPS® (Chartered Retirement Plans Specialist®)

The Per Stirling Difference

As you achieve a certain level of success or amass a substantial amount of wealth, your goals, opportunities, and vulnerabilities could increase in both number and complexity. That’s when it can be helpful to find a partner to help you preserve and conscientiously manage your financial affairs. Per Stirling’s approach to financial guidance has three pillars.

Performance

No matter how you define performance, at Per Stirling, our goal is to provide it at every turn, to produce it to the best of our abilities, and to seek to produce it in a way that is always in the best interest of our clients.

Perspective

Every member of the Per Stirling team works very hard to always introduce a point of view that is unique, well-considered, and on target.

Per Stirling

As a fundamental principle, the team at Per Stirling believes that “If you take outrageously good care of your clients and treat your team like members of your family, everything else will take care of itself.” It is an operational philosophy that we call “Business Karma,” and it impacts every aspect of our professional lives.

Partner with a Retirement Planning Specialist in Austin, Texas at Per Stirling Capital Management

If you are interested in professional retirement planning built around your goals, values, and objectives, call one of our Per Stirling Austin offices at 512-628-2300 (Bee Caves Rd) or 512-527-8411 (Spicewood Springs Rd), or request a consultation online at https://perstirling.com/contact-us/.