> Two Top Advisor Firms Join Forces - Per Stirling

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03

January

Two Top Advisor Firms Join Forces

Per Stirling, a leading, independent Registered Investment Advisory firm headquartered in Austin Texas, is proud to announce a strategic partnership between itself and one of Austin’s most prestigious wealth management firms, Couch Hallum Financial Group.  

Both teams will join together under the Per Stirling name to form one of the largest and fastest growing wealth management firms headquartered in Central Texas.  The combined team of 26 professionals includes 19 financial advisors, ten Certified Financial Planners, a Certified Public Accountant, a Certified Financial Analyst, an attorney, two Certified Divorce Financial Analysts, an Accredited Estate Planner, a Chartered Life Underwriter, a Chartered Financial Consultant and two former institutional portfolio managers.

“We view this as an excellent opportunity to join with another very strong group of professionals who share our commitment to and focus on providing an excellent client experience, and delivering fiduciary-level standards of care.  We are confident that this joining of our respective teams will allow us to add even more value to both our existing and future clients,” noted Per Stirling Managing Director J.P. O’Sullivan.

The unified team will maintain the existing offices of both firms (in Westlake Hills and Northwest Hills) for the convenience of its clients and in order to help accommodate Per Stirling’s rapid growth.  

Couch Hallum founders, Barton Couch and Richard Hallum, will retain their existing staff and compliance personnel, in order to ensure a smooth and seamless transition, and will join Per Stirling as Partners in the unified firm. “We are excited to continue to serve our clients and look forward to exceeding their expectations of the benefits of this exciting partnership,” said Bart Crouch.

About Per Stirling:

Per Stirling Capital Management was founded by industry veterans Robert Phipps and John (J.P.) O’Sullivan in 2009, and has quickly become one the largest Registered Investment Advisory firms headquartered in Central Texas. Their independent and fiduciary approach continues to attract talented, experienced and entrepreneurial Financial Advisors who share the firm’s commitment to always serve the best interests of their clients. In 2016, Per Stirling was nominated for the Ethics in Business and Community Award.

For questions and comments, please contact Robert Phipps via email (rphipps@perstirling.com) or phone (1-888-355-6075).


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