> Financial Advisors in Austin | Certified Financial Planners and Advisors
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  • Ethics in Business 2021

Investment Advisory Firm in Texas

Discover the Per Stirling Difference

As a firm, Per Stirling is perhaps best known for its award-winning ethics, and its highly-credentialed team of financial advisors.

Per Stirling's collaborative culture allows each advisor to draw from the firm’s combined knowledge and experience of its advisors in serving the financial planning, portfolio management and overall wealth management needs of their clients.

Services

Wealth Management

Per Stirling Capital Management is a Registered Investment Advisor specializing in holistic financial planning, investment portfolio management, and other comprehensive wealth management services.

Portfolio Management

Our portfolio management services are as unique and varied as the financial objectives of our clients, and include both custom-designed portfolios and Per Stirling Model Portfolios.

As fiduciaries, Per Stirling Advisors Work for You, and Place Your Interests First and Foremost

We pride ourselves on the acumen of our management team and the professionalism of every advisor and staff member. We have adopted fiduciary standards of care across everything that we do, whether it be serving our clients in a financial planning, consulting, portfolio management or wealth management capacity. We recognize that every client is unique, and thus deserves unique solutions to help them to achieve their specific goals both now and in the future.

Our financial advisors gather all necessary personal and financial data about you and use this information to build financial plans, projections, and goals that suit your specific needs and circumstances. Additionally, our financial advisors can help you create a plan to reach for your financial goals, which can be adjusted over time based upon factors such as inflation, investment returns, and changing personal circumstance. In most instances, our financial advisors provide ongoing advice and management, and will dedicate the time and attention necessary to help keep both your plan and your portfolio in line with your financial goals and objectives.

Our Financial Advisors will assess your current financial situation and work with you to plan and implement strategies to help you to reach your unique financial goals, including all of your financial planning, wealth management, and portfolio management needs.

Per Stirling News

Recent News & Insights

18Jun

What Does Retiring on $1,000,000 Look Like?

Does your ideal retirement include exploring new places, playing endless rounds of golf, or visiting family? Maybe you dream of starting a business or buying a second home. A fulfilling retirement can also mean enjoying a slower pace of life after decades of work. Whatever your retirement goals are, you’ll want a solid plan to […]

07Jun

Putt•ing our head’s together to secure the win!

Team-building events are not just about fostering collaboration; they’re about creating memorable experiences that strengthen bonds and inspire camaraderie. At Per Stirling, we recently had an unforgettable team-building adventure at Holey Moley, where we putted our way through a 9-hole mini-golf course and unleashed our inner rock stars with some karaoke fun afterward. Per Stirling […]

05Jun

The Benefits of Custodial Roth IRAs: Setting Your Children Up for Financial Success

The Benefits of Custodial Roth IRAs: Setting Your Children Up for Financial Success The other day, I had a phone call with a long-time friend of mine from Louisiana. He was sharing a common parenting struggle: teaching his teenage son to save money instead of spending it all on impulse buys. “As soon as we […]

World Map

A Local Firm with Global Reach

Per Stirling provides wealth management, portfolio management, and consulting services to clients all over the country. However, Per Stirling is at its core a Texas firm, with financial advisors located throughout Texas, and the majority of our clients located in the Lone Star State. We take individual and collective pride and ownership in serving our local communities, businesses and individuals, and have undertaken a number of initiatives to give back to our communities by supporting local charities, primarily in Austin and Dallas where most of the firm’s advisors are located.

Work With Us

Because the firm takes care of all the compliance, administration, billing, reporting, and other business-related operations, advisors like you have more time to serve the needs of your clients and to grow your practice in a truly fiduciary environment.

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