When Bart joined Per Stirling as a Partner in 2017, he brought more than three decades of experience as a trusted wealth manager. A CERTIFIED FINANCIAL PLANNER™ practitioner since 1991, Bart began his career at a large national firm, where he spent 23 years before founding Spicewood Oaks Advisors, Inc. in 2008. Under his leadership, the firm grew into one of Austin’s largest independent financial planning and wealth management practices before joining Per Stirling.
He works closely with individuals, families, and small business owners, helping them gain clarity and confidence as they navigate an increasingly complex financial landscape. He is particularly experienced in guiding clients through inheritance planning, significant financial windfalls, and liquidity events, helping them make thoughtful decisions during times that can be both financially and emotionally challenging. His approach emphasizes perspective, discipline, and long-term planning—ensuring that wealth aligns with a client’s values, lifestyle, and future goals.
Bart works closely with his team members Michael Moore and Brad Borman to provide continuity, depth of knowledge, and exceptional client service. Together, they collaborate to ensure clients receive thoughtful guidance, timely support, and a consistently high level of care.
With a calm and collaborative style, Bart helps clients identify what matters most, build on their financial strengths, and address obstacles that may stand in the way of success. Every plan he designs is tailored to the individual, with careful attention to risk, opportunity, and the broader life context behind each financial decision.
Bart earned a Bachelor of Science in Communication from the University of Texas in 1981. He and his wife, Kay, have two daughters. Outside the office, Bart enjoys golf, scuba diving, playing guitar, and spending time with family and friends.