Your Financial Advisor in Austin, Texas

Per Stirling Capital Management is a collaborative, credentialed team of financial advisors in Austin specializing in holistic financial planning, investment portfolio management, and other wealth management services.

Our team provides personalized attention without conflicts of interest and builds long-term relationships with our clients that are based on trust, and our absolute commitment to Fiduciary Standards of Care. That means that we act in your best interest as we work together in pursuit of your financial goals.

To learn more about our financial planning approach, check out the financial planning page on our website.

Why Work with an Experienced Financial Advisor in Austin, Texas?

Our financial advisors have spent years adhering to some of the highest principles in the industry. We work to simplify the wealth management process, explaining concepts and educating clients without industry jargon. We work with you as you pursue your financial goals and dreams, to help keep everything on track. Our financial advisors in Austin have an understanding of personal finance backed by training and credentials so we can help people just like you to achieve their unique financial goals.

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

Your Credentialed Team of Financial Advisors in Austin, Texas

Our team of financial 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 PLANNERTM): A CFP® professional provides comprehensive financial planning services, including investment, tax, retirement, and estate planning, while adhering to rigorous ethical standards.
– CPA (Certified Public Accountant): A CPA is a licensed accounting professional who provides financial statement audits, tax preparation, and (sometimes) financial advisory services.
– ChFC® (Chartered Financial Consultant®): A ChFC® professional offers expert advice in financial planning and wealth management, with specialized training in areas such as retirement and estate planning.
– CFA® (Chartered Financial Analyst ®): A CFA® is a financial expert specializing in investment management, financial analysis, and portfolio management.
– AEP® (Accredited Estate Planner®): An AEP® is a specialist in estate planning, recognized for their advanced knowledge and ability to work with clients and other professionals to create comprehensive estate plans.
– CDFA® (Certified Divorce Financial Analyst®): A CDFA® professional helps individuals and couples navigate the financial complexities of divorce, providing analysis and advice on the division of assets, alimony, and other financial issues.
– CLU® (Chartered Life Underwriter®): A CLU® is an insurance specialist with expertise in life insurance, estate planning, and risk management.

The Per Stirling Difference

As you achieve a certain level of success or amass a substantial amount of wealth, your goals, opportunities, and vulnerabilities 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 absolutely 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 Financial Advisor in Austin, Texas at Per Stirling Capital Management

If you are interested in the professional guidance of a financial advisor who will build a plan 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/.

This material is for educational purposes only, nothing contained herein is to be considered a solicitation, research material, an
investment recommendation or advice of any kind. The information contained herein may contain information that is subject to
change without notice. Any investments or strategies referenced herein do not take into account the investment objectives, financial situation or particular needs of any specific person. Product suitability must be independently determined for each individual investor.

Per Stirling does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.